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Custify

With Custify modules in Make, you can create and manage all the people, companies, notes, tags, tickets, tasks, comments, deals, invoices, and subscriptions in your Custify account.

To get started with Custify, create an account at custify.com.

See here for the Custify API documentation.

Connect Custify to Make

To make a connection, you must obtain an API key from your account.

  1. Log in to your Custify account.

  2. Click My account, in the top-right corner, then click API access.

    custify_1.png

  3. Click Generate API key, then copy your new key to your clipboard.

  4. Go to your Make scenario and select the Custify module you want to use.

  5. Under Connection, click Add, then give your new connection a name.

  6. Paste the API key into the field below, then click Save.

    custify_2.png

You have successfully established the connection. You can now edit your scenario and add more Custify modules. If your connection needs 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

  • Update a Tag

  • List Tag

  • 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

Task

  • 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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