Hivelight by Codex Solutions International

hivelight is a legal project management and operations platform offering real time dashboards, workload tracking, automation, and integrations integrating with make com enables law firms to automate workflows and enhance coordination across their legal and business tools this is ai generated content based on official hivelight documentation the content may still contain errors—please verify important information if you have questions, contact hivelight directly how to get support on hivelight hivelight 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=hivelight\&app slug=hivelight community\&app unique id=hivelight kp68va requirements to use the hivelight app in make, you must have an active account and an api key, create your account on hivelight 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 hivelight and {{product name}} to get started, you must first create a connection between hivelight and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to generate an api key to authenticate your requests ensure you have admin or owner access to a workspace navigate to settings and select the integrations section go to the api tab in the generate key box, select a user the api key will operate with the privileges and restrictions of this user enter a key label to identify your api key click the create key button copy and securely store the generated api key the key will only be displayed once after creation 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=hivelight\&app slug=hivelight community\&app unique id=hivelight kp68va create the connection in {{product name}} log in in your make account , add the hivelight 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 hivelight 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 hivelight modules after connecting to the hivelight app, you can choose from a list of available modules to build your {{scenario plural lowercase}} apply a workflow to a matter apply a workflow to a matter this module lets you assign a specific workflow to a matter, helping you automate and manage the steps or processes related to that particular case archive a matter archives a specific matter using its unique id, helping you organize and manage your matters by moving them to the archive create a matter note adds a new note to an existing matter, allowing you to record important information or updates related to that case get a matter retrieve detailed information about a specific matter by entering its unique id get a user retrieve detailed information about a particular user by entering their unique user id get a workflow retrieve comprehensive information about a particular workflow using its unique id list all matters retrieve a complete list of all matters that the current user can access within a specific workspace list all users retrieve a complete list of all users who are part of your workspace list all workflows retrieve a detailed list of all workflows available within a specified workspace and organization, helping you easily view and manage your workflow processes make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to interact with endpoints not covered by standard modules unarchive a matter restore a previously archived matter to active status by specifying its unique id templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} hivelight resources you can have access to more resources related to this app on the following links hivelight website hivelight documentation hivelight api documentation hivelight page on make