Salesflare Salesflare Integrations

LeonAI Priority ERP and Salesflare

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How to connect LeonAI Priority ERP

LeonAI Priority ERP operations on Make

Actions (40)

Things Salesflare can make it do

  • Create a SKU — Creates a new SKU.
  • Activate a Form Procedure (Deprecated) — Activates forms procedures, such as\nclosing an invoice, turning a customer into a permanent, and more.
  • Activate a Form Procedure V2 — Activates form procedures including invoice processing, customer status updates, dynamic document generation, Excel report creation, and more. Enhanced V2 version with improved performance and advanced formatting capabilities.
  • Activate a Procedure (EProg) — Activate procedures from eprog form, such as printing document, get reports, get excels files. support dynamic formats for all the documents, word and excel.
  • Activate a Sub-Form Procedure — Triggers sub-form procedures and activations. This module allows users to activate specific procedures on a particular line within the sub-form.
Show 35 more actions
  • Add a Text to a Sub-Form — Add text to sub-form fields with control over existing content. Append new text to existing content or completely overwrite it based on your selection.
  • Add a Text to a Sub-Sub-Form (Grandchild Form) — Add text to sub-sub-form (grandchild form) fields with control over existing content. Append new text to existing content or completely overwrite it based on your selection.
  • Batch Operations — Batch multiple API operations into one efficient request. Reduce API calls, handle complex workflows, and manage dependencies between operations. Supports up to 100 operations per batch with entity referencing capabilities.
  • Clear Entity Metadata — Clears and refreshes entity metadata to reflect recent customizations or field additions. Specify an entity to refresh its metadata, or leave the entity selection blank to clear metadata for all entities. Metadata automatically rebuilds on the next API request.
  • Create a Customer — Add new customer to Priority ERP with complete customer profiles. Input customer details, contact information, billing preferences, and account settings for comprehensive customer management.
  • Create a File — Creates a file by extracting attachment data from Priority ERP's EXTFILENAME column. Converts Priority Data attachment records into an accessible file format.
  • Create a Form — Creates Priority ERP records from available forms (standard or private custom). Shows accessible forms to your API user and supports complex entity creation with child relationships.
  • Create a Form - WebSDK — Creates a new top-level form record (e.g. a new Order or Invoice) via the Priority WebSDK.
  • Create a New Invoice — Creates new invoice records in Priority ERP. Generates invoice parent form entries with standard invoice information and details.
  • Create a New Offer — Creates a new price proposal.
  • Create a New Order — Creates a new order.
  • Create a Sub-Form — Creates sub-form records belonging to parent forms. Shows available Priority ERP sub-forms to your API user, including standard and custom private sub-forms.
  • Create a Sub-Form Line - WebSDK — Adds a new line to a sub-form via the Priority WebSDK.
  • Create a Sub-Sub Form (Grandchild Form) — Creates sub-sub-form (grandchild) records belonging to sub-forms. Shows available Priority ERP sub-sub-forms to your API user, including standard and custom private sub-sub-forms.
  • Create a Sub-Sub Form Line - WebSDK — Adds a new line to a sub-sub form (grandchild) via the Priority WebSDK.
  • Delete a Form — Deletes a selected parent screen record.
  • Delete a Sub-Form — Deletes a selected screen record.
  • Delete a Sub-Sub Form (Grandchild Form) — Deletes record of a chosen grandchild screen
  • Get Few Sub-Forms (Deprecated) — Get few sub-forms from a specific Form
  • Get Order Information — Retrieves an order record.
  • Get Price Offer Information — Retrieves a price proposal record.
  • Get Text From A Sub-Form — Searches for text from child screen.
  • Get Text From A Sub-Sub-Form (Grandchild Form) — Searches for text from grandchild screen.
  • Get file from URL — Create URI data from URL For Priority Upload File
  • Make an API Call — Performs an arbitrary authorized API call.
  • Search Invoice Information — Searches for invoice data/tax receipt/centeral invoice.
  • Search SKU — Retrieves an SKU record.
  • Search Selected Form — Retrieves a selected parent screen record.
  • Update a Form — Updates a selected record.
  • Update a Form - WebSDK — Updates a selected record using WebSDK.
  • Update a Sub-Form — Updates a record of a chosen form.
  • Update a Sub-Form - WebSDK — Updates fields on a selected sub-form line via the Priority WebSDK.
  • Update a Sub-Sub Form (Grandchild Form) — Updates record of a chosen grandchild screen
  • Update a Sub-Sub Form - WebSDK — Updates fields on a selected sub sub-form line (Grandchild) via the Priority WebSDK.
  • Upload a Document — Uploads a file.

Searches (12)

Look up existing records

  • Get Files Or Documents — Retrieves a files of screen record.
  • Get Items Of Selected Form — Universal Priority ERP search supporting consistent operators (all AND or all OR), sorting, field selection, pagination, and subform expansion with date queries.
  • Get Items Of Selected Form (advanced) — Priority ERP search supporting mixed logic operators (AND/OR), sorting, field selection, pagination, change tracking ($since), and subform expansion with complex queries.
  • Get Items Of Selected Sub-Form — Searches for selected records of a chosen child screen according to selected parameters.
  • Get Items Of Selected Sub-Form (advanced) — Searches for selected records of a chosen child screen according to selected parameters.
Show 7 more searches
  • Get Items Of Selected Sub-Sub Form (Grandchild Form) — Searches for selected records of a chosen grandchild screen according to selected parameters.
  • Get Items Of Selected Sub-Sub Form (advanced) — Searches for selected records of a chosen grandchild screen according to selected parameters.
  • Get Price Offers Items — Searches for selected parameters.
  • List SKUs Items — Searches for items according to filters.
  • Search Customers — Searches for customers by email or phone.
  • Search Invoices Items — Searches for selected parameters.
  • Search Orders — Searches for selected parameters.

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