Custify¶
With Custify modules in Ibexa Connect, 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.
Connect Custify to Ibexa Connect¶
To make a connection you must obtain an API key from your account.
-
Log in to your Custify account.
-
Click My account, in the top-right corner, then click API access.
-
Click Generate API key, then copy your new key to your clipboard.
-
Go to your Ibexa Connect scenario and select the Custify module you want to use.
-
Under Connection, click Add, then give your new connection a name.
-
Paste the API key into the field below, then click Save.
You have successfully established the connection. You can now begin editing your scenario and adding more Custify modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.
Note
See here for the Custify API documentation.