Flexie CRM

The Flexie CRM modules allow you to monitor, create, update, send, retrieve, list, and delete the deals, leads, contact, accounts, and custom entities in your Flexi CRM account.

Getting Started with Flexie CRM

Prerequisites

  • A Flexie CRM account - create an account at flexie.io

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

To connect your Flexie CRM account to Make you need to obtain the API Key from your Flexie CRM account and insert it in the Create a connection dialog in the Make module.

1. Log in to your Flexie CRM account.

2. Click Your Account Name > Accounts > API Settings.

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3. Copy the API Key to your clipboard.

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4. Go to Makeand open the Flexie CRM module's Create a connection dialog.

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5. In the Connection name field, enter a name for the connection.

6. In the Subdomain field, enter your Flexie CRM account's domain name. For example, if your account's URL address is https://www.xyz.flexi.io then your subdomain is xyz.

7. In the API Key field, enter the API key copied in step 3, and click Continue.

The connection has been established.

List Deals

Gets all deals.

Connection

Establish a connection to your Flexi CRM account.

Limit

Set the maximum number of deals Make should return during one execution cycle.

Order By

Select or map the option to sort the deals. For example, first_name, last_name.

Order Direction

Select or map the order in which you want to list the deals. For example, ASC for ascending order.

Get a Deal

Gets a deal.

Connection

Establish a connection to your Flexi CRM account.

Deal ID

Select or map the Deal ID whose details you want to retrieve.

Create a Deal

Creates a deal.

Connection

Establish a connection to your Flexi CRM account.

Pipeline

Select or map the pipeline to create the deal.

Stage

Select or map the deal stage:

  • Prospection

  • Qualification

  • Negotiating

  • Confirmation

  • Won

  • Lost

Name

Enter (map) the deal name.

Amount

Enter (map) the amount expected in the deal.

Close Date

Enter (map) the date by which the deal is closed.

Update a Deal

Updates a deal.

Connection

Establish a connection to your Flexi CRM account.

Deal ID

Select or map the Deal ID whose details you want to update.

Pipeline ID

Select or map the pipeline to create the deal.

Stage

Select or map the deal stage:

  • Prospection

  • Qualification

  • Negotiating

  • Confirmation

  • Won

  • Lost

Name

Enter (map) the deal name.

Amount

Enter (map) the amount expected in the deal.

Close Date

Enter (map) the date by which the deal is closed.

Delete a Deal

Deletes a deal.

Connection

Establish a connection to your Flexi CRM account.

Deal ID

Select or map the Deal ID you want to delete.

List Leads

Gets all leads.

Connection

Establish a connection to your Flexi CRM account.

Limit

Set the maximum number of leads Make should return during one execution cycle.

Order By

Enter (map) the option to search the leads by the specified filter.

Order Direction

Select or map the direction to list the leads:

  • ASC - Ascending

  • DESC - Descending

Search

Enter (map) the keyword or phrase to list the leads that match the specified query.

Get a Lead

Gets a lead.

Connection

Establish a connection to your Flexi CRM account.

Lead ID

Select or map the Lead ID whose details you want to retrieve.

Create a Lead

Creates a lead.

Connection

Establish a connection to your Flexi CRM account.

Source

Select or map the source of the lead. For example, Cold Call.

Status

Select or map the status of the lead and enter the details in the dynamic field that auto-populates based on the selected status. For example, new.

First Name

Enter (map) the first name of the lead.

Country

Select or map the lead's country name.

State

Select or map the lead's state name.

UTM Content

Fill in this field to differentiate ads within the campaign.

Last Name

Select or map the lead's last name.

Email

Enter (map) the lead's email address.

UTM

Enter the source where the user comes from. For example, Twitter.

Title

Enter (map) the lead's title. For example, Mr..

Phone

Enter (map) the lead's phone number.

Company

Enter (map) the lead's company name.

UTM Medium

Enter the marketing medium. For example, banner.

Address Line 1

Enter (map) the lead's street name.

Address Line 2

Enter (map) the lead's street name.

City

Enter (map) the lead's city name.

UTM Campaign

Enter the name of the campaign. For example, feature launch.

ZIP

Enter (map) the lead's area zip code.

UTM Term

Enter the term to track specific keywords for paid organic campaigns.

URL Field

Enter (map) the URL address lead's profile or social media.

Time Field

Enter (map) the lead's preferred time.

Email Volume Preferences

Enter (map) the lead's email preferences.

Campaign Preferences

Enter (map) the lead's campaign preference details.

Latitude

Enter (map) the lead's latitude's longitude details.

Longitude

Enter (map) the lead's location's longitude details.

Lookup Field

Select or map the contact's username.

Boolean Field

Select whether the contact is a boolean.

Area Field

Add the contact's area's latitude and longitude details.

Date Type

Enter (map) the date type applicable to the lead.

Tags Field

Add the tags for the lead.

Additional Notes

Enter (map) the additional details of the lead.

Update a Lead

Updates a lead.

Connection

Establish a connection to your Flexi CRM account.

Lead ID

Select or map the Lead ID whose details you want to update.

See the Create a Lead section for the field descriptions.

Delete a Lead

Deletes a lead.

Connection

Establish a connection to your Flexi CRM account.

Lead ID

Select or map the Lead ID you want to delete.

List Contacts

Gets all contacts.

Connection

Establish a connection to your Flexi CRM account.

Limit

Set the maximum number of contacts Make should return during one execution cycle.

Order By

Select or map the option to sort the contacts. For example, first_name, last_name.

Order Direction

Select or map the order in which you want to list the contacts. For example, ASC for ascending order.

Search

Enter (map) the keyword or phrase to list the contacts that match the specified query.

Get a Contact

Gets a contact.

Connection

Establish a connection to your Flexi CRM account.

Contact ID

Select or map the Contact ID whose details you want to retrieve.

Create a Contact

Creates a contact.

Connection

Establish a connection to your Flexi CRM account.

First Name

Enter (map) the contact's first name.

Email

Enter (map) the contact's email address.

Status

Enter (map) the contact's status:

  • New

  • Nurture

  • Pending

  • Qualify

  • Trash

  • Watch

  • Closed

Source

Select or map the source from where the contact has come:

  • None

  • Ads Workflow

  • Cold Call

  • Referral

  • Random

  • Meeting

  • Website

Title

Enter (map) the contact's title. For example, Mr..

Last Name

Enter (map) the contact's last name.

Phone

Enter (map) the contact's phone number.

Company

Enter (map) the contact's company name.

Country

Enter (map) the contact's country name.

State

Enter (map) the contact's state name.

City

Enter (map) the contact's city name.

Zip

Enter (map) the contact's area zip code.

Address Line 1

Enter (map) the contact's street address.

Address Line 2

Enter (map) the contact's street name.

UTM Source

Enter the source where the user comes from. For example, Twitter.

UTM Medium

Enter the marketing medium. For example, banner.

UTM Campaign

Enter the name of the campaign. For example, feature launch.

UTM Term

Enter the term to track specific keywords for paid organic campaigns.

UTM Content

Enter the details in this field to differentiate ads within the campaign.

Start

Enter the contact's start time for availability.

End

Enter the contact's availability end time.

Update a Contact

Updates a contact.

Connection

Establish a connection to your Flexi CRM account.

Contact ID

Select or map the Account ID whose details you want to update.

See the Create a Contact section for the field descriptions.

Delete a Contact

Deletes a contact.

Connection

Establish a connection to your Flexi CRM account.

Contact ID

Select or map the Contact ID you want to delete.

List Accounts

Get all accounts.

Connection

Establish a connection to your Flexi CRM account.

Limit

Set the maximum number of accounts Make should return during one execution cycle.

Order By

Select or map the option to sort the contacts. For example, first_name, last_name.

Order Direction

Select or map the order in which you want to list the contacts. For example, ASC for ascending order.

Get an Account

Gets an account.

Connection

Establish a connection to your Flexi CRM account.

Account ID

Select or map the Account ID whose details you want to retrieve.

Create an Account

Creates an account.

Connection

Establish a connection to your Flexi CRM account.

First Name

Enter (map) the account's first name.

Email

Enter (map) the account's contact email address.

Status

Enter (map) the account's status:

  • New

  • Nurture

  • Pending

  • Qualify

  • Trash

  • Watch

  • Closed

Source

Select or map the account's source. For example, Referral.

Title

Enter (map) the account's title.

Last Name

Enter (map) the account's last name.

Phone

Enter (map) the account's phone number.

Company

Enter (map) the account's company name.

Country

Enter (map) the account's country name.

State

Enter (map) the account's state name.

City

Ente (map) the account's city name.

Zip

Enter (map) the account's area zip code.

Address Line 1

Enter (map) the account's street address.

Address Line 2

Enter (map) the account's street address.

UTM Source

Enter the source where the account comes from. For example, Twitter.

UTM Medium

Enter the marketing medium. For example, banner.

UTM Campaign

Enter the name of the campaign. For example, feature launch.

UTM Term

Enter the term to track specific keywords for paid organic campaigns.

UTM Content

Enter the details in this field to differentiate ads within the campaign.

Start

Enter (map) the account's start time.

End

Enter (map) the account's end time.

Update an Account

Updates an account.

Connection

Establish a connection to your Flexi CRM account.

Account ID

Select or map the Account ID whose details you want to update.

See the Create an Account section for the field descriptions.

Delete an Account

Deletes an account.

Connection

Establish a connection to your Flexi CRM account.

Account ID

Select or map the Account ID you want to delete.

List Custom Entities

Gets all custom entities.

Connection

Establish a connection to your Flexi CRM account.

Custom Entity

Select or map the custom entity whose entities you want to list.

Limit

Set the maximum number of custom entities Make should return during one execution cycle.

Order By

Select or map the option to sort the contacts. For example, first_name, last_name.

Order Direction

Select or map the order in which you want to list the contacts. For example, ASC for ascending order.

Get a Custom Entity

Gets a custom entity.

Connection

Establish a connection to your Flexi CRM account.

Custom Entity

Select or map the custom entity whose entity details you want to retrieve.

Custom Entity ID

Select or map the Custom Entity ID whose details you want to retrieve.

Create a Custom Entity

Creates a custom entity.

Connection

Establish a connection to your Flexi CRM account.

Custom Entity

Select or map the custom entity in which you want to create the entity.

Name

Enter (map) the entity name.

Update a Custom Entity

Updates a custom entity.

Connection

Establish a connection to your Flexi CRM account.

Custom Entity

Select or map the custom entity whose entity details you want to update.

Custom Entity ID

Select or map the entity whose details you want to update.

Name

Enter (map) a new name for the entity. If there are any additional dynamic fields related to the entity, update the details.

Delete a Custom Entity

Deletes a custom entity.

Connection

Establish a connection to your Flexi CRM account.

Custom Entity

Select or map the custom entity whose entities you want to delete.

Custom Entity ID

Select or map the Custom Entity ID you want to delete.

See Setting Up Flexie CRM Webhooks to add webhooks in your Flexie CRM account.

Universal Trigger

Triggers when the entity to which you attached the webhook is executed.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Flexi CRM account.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Flexi CRM account.

URL

Enter a path relative to https://<subdomain>.flexie.io/api For example: /leads

Note

For the list of available endpoints, refer to the Flexie CRM API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Accounts

The following API call returns all the accounts from your Flexie CRM account:

URL: /accounts?limit=10

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body > accounts. In our example, 10 (of total 102) accounts were returned:

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1. Open the Universal Trigger module, establish a connection, click Save and copy the URL address to your clipboard. Click OK and save the trigger.

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2. Log in to your Flexie CRM account. Click Workflows > enter a name for the workflow > Click Apply. In the Published section, select Yes.

3. Click Workflow Engine, click Entity Engine and select the events for which you want to receive the triggers.

4. In the Actions sections, click Webhooks. Enter a name for the webhook, in the URL field, add the URL address copied in step 1, fill in the other field details as required, and click Add.

5. Connect the workflows using the connector, and Click Done.

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6. Click Save and Close.

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You have successfully added the webhooks.