Hubflo

hubflo is a client portal and engagement suite for service based businesses, offering ai powered client communication, onboarding, and collaboration tools integrating hubflo with make com enables automated client onboarding, centralized document sharing, and streamlined communication workflows for professional service teams this is ai generated content based on official hubflo documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact hubflo https //www hubflo com/ directly requirements to use the hubflo app in make, you must have an active hubflo account and an api key, create your account on hubflo https //www hubflo com/ for subscription, refer to the hubflo pricing page https //www hubflo com/ connect hubflo and to get started, you must first create a connection between hubflo and , allowing the two services to communicate obtain your api key in your hubflo account create the connection in make obtain your api key in your hubflo account before you create the connection in , you should first obtain your api key in your hubflo account to obtain your api key navigate to settings click on the api section copy the api key displayed on screen you will use this value while creating a connection in because the ui might have changed, the steps you see on your screen might be different, check the vendor documentation for updates https //support hubflo com/en/articles/6453712 hubflo api create the connection in account https //www make com/en/register , add the hubflo module to your , 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 hubflo account or follow the on screen instructions to create the connection for detailed information on connecting an application, see connect an application docid\ so88fm6pkt0g adkddfzz page hubflo modules after connecting to the hubflo app, you can choose from a list of available modules to build your add embed to workspace inserts an embedded item into a specified workspace within hubflo add link to workspace creates and attaches a new link to a specified workspace in hubflo add project task section creates a new task section within a specified project in hubflo create company adds a new company record to your hubflo account create contact adds a new contact record to your hubflo account create note adds a new note to your hubflo workspace create project creates a brand new project within your hubflo account create task adds a new task to your hubflo workspace create workspace creates a new workspace within your hubflo account create workspace folder creates a new folder within a specified workspace in your hubflo account create workspace note adds a new note to a selected workspace in hubflo invite contact to workspace sends an invitation to a contact to join a specific project or workspace within hubflo make an api call executes a custom api request to the connected service using your authorized credentials new project triggers an event whenever a new project is added to your account new workspace triggers an event whenever a new workspace is added to your account retrieve a task fetches detailed information about a specific task using its unique id search a company finds and retrieves information about a specific company in hubflo search a project finds and retrieves details of a specific project in hubflo search a workspace finds and retrieves details of a specific workspace in hubflo search a workspace folder finds a specific folder within a selected workspace in hubflo search for a contact finds and retrieves a specific contact from your hubflo account send form to client sends a specific form to a selected client within your hubflo account update company modifies the details of an existing company record in hubflo update contact modifies the details of a specified contact already stored in hubflo update project modifies the details of a specified project in hubflo update task modifies the details of a specified task in hubflo update workspace modifies the details of a specified workspace in hubflo watch completed forms triggers when a user successfully submits a form watch completed tasks triggers when a specific task reaches its completed status watch new companies triggers when a new company record is added to your account watch new contacts triggers when a new contact is added to your account watch new folders triggers an event whenever a new folder is added to your account watch new tasks triggers an event whenever a new task is added to your account watch updated company triggers when any details or information about an existing company are modified watch updated project stages triggers when the stage of a specific project is changed or updated watch uploaded files triggers when a new file is successfully uploaded to the specified location templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created hubflo resources you can have access to more resources related to this app on the following links hubflo topics on make community https //community make com/search?q=hubflohubflo website https //www hubflo com/hubflo documentation n/ahubflo api documentation https //hubflo readme io/reference/the hubflo apihubflo page on make https //www make com/en/integrations/hubflo