HelloHQ

hellohq is an all in one agency software for managing sales, projects, resources, time tracking, invoicing, and reporting in one platform integrating with make com enables automated workflows and data synchronization across business processes, improving efficiency for project driven teams this is ai generated content based on official hellohq documentation the content may still contain errors—please verify important information if you have questions, contact hellohq support directly how to get support on hellohq hellohq is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=hellohq\&app slug=hellohq\&app unique id=hellohq 7846yw requirements to use the hellohq app in make, you must have an active hellohq account and register an api client or generate an access token in the admin panel, create your account on hellohq app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect hellohq and {{product name}} to get started, you must first create a connection between hellohq and {{product name}} , allowing the two services to communicate you can connect using the following method oauth 2 0,access token oauth 2 0 instructions you need to register your client application and obtain the required credentials for oauth 2 0 authentication login to your hellohq platform using your credentials navigate to the administration panel in your hellohq account add a new client application by providing a unique name and display name for the client locate the generated app id and app secret in the administration panel's list of client applications specify the required scopes for your application, such as read all and write all use the app id and app secret to initiate the oauth 2 0 authorization flow and obtain the necessary tokens access token instructions you need to generate an access token within the hellohq platform log into your hellohq system using your credentials navigate to the admin section go to settings select api clients click the green plus button to create a new token specify the required options for your token, such as choosing between a sync token or a user related token locate your newly created access token in the overview list use the three dot menu on the right side to copy your access token some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=hellohq\&app slug=hellohq\&app unique id=hellohq 7846yw create the connection in {{product name}} log in in your make account , add the hellohq module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your hellohq or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application hellohq modules after connecting to the hellohq app, you can choose from a list of available modules to build your {{scenario plural lowercase}} make an api call perform a custom api request to interact directly with the selected app’s endpoints, allowing you to access or send data that may not be available through standard modules users me retrieves detailed information about the user who is currently logged in templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} hellohq resources you can have access to more resources related to this app on the following links hellohq website hellohq documentation hellohq api documentation hellohq page on make