Hubflo by Maxmel Tech

hubflo is a secure, customizable client portal for service firms, offering file sharing, messaging, billing, and automation integrating with make com enables streamlined workflows, automating client interactions, document management, and approvals across multiple business tools limited documentation we currently can't provide complete documentation for hubflo because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from hubflo and public sources to create detailed guides about hubflo hubflo 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=hubflo\&app slug=hubflo community\&app unique id=hubflo qdleis 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 hubflo modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact adds a new contact to your chosen platform, allowing you to store and manage their information easily create a note creates a brand new note, allowing you to quickly capture and save important information or ideas create a project creates a brand new project from scratch, allowing you to start organizing tasks, resources, and details within your workspace create a task creates a brand new task, allowing you to add details such as the task name, description, due date, and other relevant information get a contact fetches detailed information about a specific contact from your account get a note fetches the details of a specific note, allowing you to view all its information get a project fetches detailed information about a specific project get a task fetches and displays detailed information about a specific task invite a contact sends an invitation to a specific contact, allowing them to join a selected workspace list assigned contacts to a task fetches and displays all the contacts who are assigned to a specific task, helping you see exactly who is involved with that task list contact workspaces fetches and displays all the workspaces that are associated with a specific contact, allowing you to see which workspaces they belong to list form entries fetches and displays a detailed list of all submissions received through your forms list task assigned users fetches and displays a list of users who have been assigned to a specific task, allowing you to see exactly who is responsible for that task make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to interact with endpoints or features not covered by the standard modules search contacts finds and retrieves contact information based on your search criteria search notes searches your account for notes that match specific criteria you set, helping you quickly find the notes you need search projects searches for projects based on specific criteria you provide, helping you quickly find the projects you need search tasks finds and retrieves tasks that match your specified search criteria search workspaces finds and retrieves workspaces that match your search criteria, helping you quickly locate specific workspaces within your account update a contact updates the details of an existing contact, allowing you to modify information such as name, email, phone number, or other contact fields update a project updates the details of a specific project, allowing you to modify information such as the project's name, description, status, or other settings update a task allows you to modify the details of an existing task, such as its title, description, due date, or other properties watch contacts triggers whenever a brand new contact is added to your system, allowing you to automatically start workflows or actions based on the creation of this contact watch form entries this module activates whenever someone submits a new response to your form, allowing you to automatically process or follow up on each new entry as it arrives watch invoices this module activates whenever a new invoice with the status you choose is created, allowing you to automatically respond to specific types of invoices as soon as they’re added watch notes triggers whenever a brand new note is added, allowing you to automatically take action each time a note is created watch tasks triggers whenever a brand new task is added to your account, allowing you to automatically start workflows in response to new tasks being created templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} hubflo resources you can have access to more resources related to this app on the following links join discussions about hubflo on make community visit hubflo website access hubflo help documentation view hubflo api documentation visit hubflo page on make help us improve this documentation have experience with hubflo? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=hubflo\&app slug=hubflo community\&app unique id=hubflo qdleis sharing your knowledge in the make community your feedback helps us create better documentation for everyone