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This application does not need additional settings. So you can make connection only by using your login credentials or by following the instructions below . |
With SALESmanago modules in Boost.space Integrator, you can manage contacts and tasks, add notes, and send emails and SMSes in your SALESmanago account.
To use the SALESmanago modules, you must have a paid SALESmanago account. You can create an account at salesmanago.com. For subscription information, refer to the SALESmanago Pricing page.
Refer to the SALESmanago API documentation for a list of available endpoints.
To establish the connection, you must:
To obtain the required values from your SALESmanago account:
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Log in to your SALESmanago account.
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Click the Menu icon in the top-left corner, then go to Integration Center > API.
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Copy the Endpoint, Client ID and API Secret values shown and store them in a safe place.
You will use these values in the Endpoint, Client ID and API Secret fields in Boost.space Integrator.
To establish the connection in Boost.space Integrator:
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Log in to your Boost.space Integrator account, add a SALESmanago module to your scenario, and click Create a connection.
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Optional: In the Connection name field, enter a name for the connection.
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In the Endpoint, Client ID, and API Secret fields, paste the values copied in the section above.
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In the Owner field, enter your SALESmanago account’s email address.
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Click Save.
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If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more SALESmanago modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
After connecting the app, you can perform the following actions:
Contacts
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List Contacts
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Get a Contact
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Create a Contact
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Update a Contact
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Delete a Contact
Notes
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Add a Note
Tasks
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Add a Task
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Update a Task
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Delete a Task
Emails
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Send an Email
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Send an Email with Attachment
SMSes
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Send an SMS
Other
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Make an API Call