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. |
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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 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. For subscription, refer to the Hubflo pricing page.
Connect Hubflo and Make
To get started, you must first create a connection between Hubflo and Make, 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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Hubflo module to your scenario, 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 applicationConnect an application. page.
Hubflo modules
After connecting to the Hubflo app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Hubflo resources
You can have access to more resources related to this app on the following links