Custify
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:
Obtain your API key in Custify
To obtain your API key from your Custify account:
Log in to your Custify account.
In the upper right corner, click your Account name > My Account.
In the left sidebar, click API access.
Click Generate API key.
In the Description field, enter a name for the API key and click Generate.
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:
Log in to your Make account, add a Custify module to your scenario, and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the API Key field, enter the API key copied above.
Click Save.
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:
Watch People
Add People
Update People
Get People
Search People
Delete People
Add a Tag to the People
Remove a Tag from the People
Watch Companies
Create a Company
Update a Company
Get a Company
Search Companies
List Company People
Delete a Company
Watch Notes
Create a Note
Update a Note
List Notes
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
Create a Ticket
Update a Ticket
Delete a Ticket
Add a Reply to the Ticket
Create a Task
Update a Task
Get a Task
Search Tasks
Get Available Filter Values
Insert an Event
Send a Batch Request
Watch Comments
Create a Comment
Update a Comment
List Comments
Watch Deals
Create a Deal
Update a Deal
List Deals
Delete a Deal
Watch Invoices
Create an Invoice
Update an Invoice
List Invoices
Delete an Invoice
Watch Subscriptions
Create a Subscription
Update a Subscription
List Subscriptions
Delete a Subscription
Make an API Call
Upload a File
List Files
Unlink a File
Add or Update a Custom Data Object
Delete a Custom Data Object