Business Operations and ERPs
HelloHQ by #makeitfuture.
12 min
hellohq provides apis for managing business operations like crm, projects, and finances integrating with make com enables users to automate workflows, synchronize data, and streamline business processes across multiple platforms using hellohq’s robust api capabilities 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 either register a client application for oauth (v1) or generate an access token in the admin panel (v2), create your account on hellohq app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 your client application and retrieve the necessary credentials login to your hellohq platform using your credentials navigate to the administration panel in your hellohq account locate the section to add or manage client applications create a new client application by providing a unique name and display name after registration, locate the generated app id and app secret in the administration panel specify the required scopes such as read all or write all for the permissions you need api token instructions you need to generate an access token for api use login to your hellohq platform using your credentials navigate to the admin section go to settings select api clients create a new access token by clicking the green plus button specify the required options for the new token, such as choosing between a sync token or a user related token copy the generated access token from the overview or the three dot menu 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 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 perform a custom api call to interact directly with the selected service’s api, allowing you to send requests and receive responses based on your specific needs 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