Custify

Modified on Wed, 21 Aug at 2:14 PM

With Custify modules in Make, you can manage the people, companies, notes, tags, tickets, tasks, events, requests, comments, deals, invoices, subscriptions, files, and custom data objects in your Custify account.

To use the Custify modules, you must have a Custify account. You can create an account at custify.com.

Refer to the Custify API documentation for a list of available endpoints.

Connect Custify to Make

To establish the connection, you must:

  1. Obtain your API key in Custify.

  2. Establish the connection in Make.

Obtain your API key in Custify

To obtain your API key from your Custify account:

  1. Log in to your Custify account.

  2. In the upper right corner, click your Account name > My Account.

  3. In the left sidebar, click API access.

  4. Click Generate API key.

  5. In the Description field, enter a name for the API key and click Generate.

  6. Copy the API key value shown and store it in a safe place.

You will use this value in the API Key field in Make.

Establish the connection with Custify in Make

To establish the connection in Make:

  1. Log in to your Make account, add a Custify module to your scenario, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. In the API Key field, enter the API key copied above.

  4. Click Save.

  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Custify modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Custify Scenarios

After connecting the app, you can perform the following actions:

People

  • Watch People

  • Add People

  • Update People

  • Get People

  • Search People

  • Delete People

  • Add a Tag to the People

  • Remove a Tag from the People

Companies

  • Watch Companies

  • Create a Company

  • Update a Company

  • Get a Company

  • Search Companies

  • List Company People

  • Delete a Company

Notes

  • Watch Notes

  • Create a Note

  • Update a Note

  • List Notes

Tags

  • Watch Tags

  • Create a Tag

  • Get a Tag

  • Update a Tag

  • List Tags

  • Delete a Tag

  • Add a Tag to the Entity

  • Remove a Tag from the Entity

Tickets

  • Create a Ticket

  • Update a Ticket

  • Delete a Ticket

  • Add a Reply to the Ticket

Tasks

  • Create a Task

  • Update a Task

  • Get a Task

  • Search Tasks

  • Get Available Filter Values

Events

  • Insert an Event

Requests

  • Send a Batch Request

Comments

  • Watch Comments

  • Create a Comment

  • Update a Comment

  • List Comments

Deals

  • Watch Deals

  • Create a Deal

  • Update a Deal

  • List Deals

  • Delete a Deal

Invoices

  • Watch Invoices

  • Create an Invoice

  • Update an Invoice

  • List Invoices

  • Delete an Invoice

Subscriptions

  • Watch Subscriptions

  • Create a Subscription

  • Update a Subscription

  • List Subscriptions

  • Delete a Subscription

Other

  • Make an API Call

  • Upload a File

  • List Files

  • Unlink a File

  • Add or Update a Custom Data Object

  • Delete a Custom Data Object

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