Hivelight by Codex Solutions International

hivelight is a platform that provides law firms with centralized dashboards for task, matter, and team progress management integrating with make com enables automated workflows, enhanced reporting, and seamless connectivity with other legal and productivity 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 https //hivelight com/contact/ 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 hivelight workspace account with admin or owner privileges and an api key, https //hivelight com/ 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/hivelight community/ 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 from the hivelight platform ensure you have admin or owner access to a workspace navigate to settings and then to the integrations section select the api tab in the generate key box, select a user the api key will inherit this user's privileges and restrictions enter a key label to help identify the api key click the create key button copy and securely store the generated api key, as it 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 an existing matter, helping you automate and manage the steps or processes related to that matter efficiently 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 a specific matter, allowing you to record important details or updates related to that case get a matter retrieve detailed information about a specific matter using its unique id get a user retrieve detailed information about a particular user by entering their unique 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 you, as the current user, can access within a specific workspace list all users retrieve a complete list of all users within your workspace, allowing you to view details about every member currently part of your workspace list all workflows retrieves a detailed list of all workflows available within the specified workspace and organization, helping you easily view and manage your workflow options make an api call allows you to make a custom api request to the service using your authorized account, so you can access features or data not covered by the standard modules unarchive a matter restore a previously archived matter to active status using its unique id 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}} hivelight resources you can have access to more resources related to this app on the following links https //hivelight com/ https //docs hivelight com/en/ https //developers hivelight com/ https //www make com/en/integrations/hivelight community