Business Operations and ERPs
HelloHQ by #makeitfuture.
12 min
hellohq is an agency management platform offering apis for project, finance, and resource management integrating with make com enables automated workflows, connecting hellohq’s data and processes with other tools for streamlined agency operations and improved productivity 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 https //www everii io/de/agentursoftware/hellohq 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, null app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/hellohq/ click the install button 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 oauth2 0,api token oauth2 0 instructions you need to register a client application and obtain the necessary credentials for oauth 2 0 authentication login to your hellohq platform using your credentials navigate to the administration panel in your hq add a new client application by providing a unique name and a display name for the client after registration, locate the app id in the administration panel's list the app id will be in the format {customer id} {client id} locate the app secret, which is generated and displayed next to the app id in the list api token instructions you need to generate an access token within the hellohq platform log into your hellohq system with your credentials navigate to the admin section go to settings and then select api clients click the green plus button to create a new access token specify the required options for the new token, such as choosing between a sync token or a user related token save and note the generated 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz page 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 execute a custom api request to interact directly with the chosen service, allowing you to access specific endpoints and perform advanced actions not covered by the standard modules users me retrieves detailed information about the user who is currently logged in templates you can look for more templates in https //www make com/en/templates , 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