Hubflo by Maxmel Tech

hubflo is a modern, customizable client portal platform for service firms, offering tools for client onboarding, collaboration, file sharing, billing, and automation integrating with make com enables streamlined workflows and automated processes between hubflo and other business applications this is ai generated content based on official hubflo documentation the content may still contain errors—please verify important information if you have questions, contact https //support hubflo com/en/collections/3581327 troubleshooting faqs directly how to get support on 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 requirements to use the hubflo app in make, you must have an active hubflo account and an api key, https //hubflo 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/hubflo community/ click the install button follow the on screen instructions to complete the setup connect hubflo and {{product name}} to get started, you must first create a connection between hubflo and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate your api key navigate to the integrations settings panel click on the generate key button if you do not already have an api key copy the generated api key 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=hubflo\&app slug=hubflo community\&app unique id=hubflo qdleis create the connection in {{product name}} https //www make com/en/register , add the hubflo 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 hubflo 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 hubflo modules after connecting to the hubflo app, you 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 your ideas or information create a project creates a brand new project from scratch, allowing you to start organizing your tasks and resources in one place create a task creates a brand new task in your selected app, allowing you to organize and manage your work more efficiently get a contact fetches detailed information about a specific contact get a note fetches and displays the details of a specific note you select 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 contact, allowing them to join a specific workspace list assigned contacts to a task fetches and displays a list of all contacts who are currently assigned to a specific task list contact workspaces fetches and displays all the workspaces associated with a specific contact, helping you see where that contact is involved list form entries fetches and displays a detailed list of all the submissions received from your forms list task assigned users fetches and displays a list of all users who have been assigned to a specific task make an api call allows you to make a custom api request to the service, using your authorized connection this lets you access features or endpoints that may not be available in the standard modules search contacts searches your database to find contacts that match specific criteria you provide search notes finds and retrieves notes that match your search criteria search projects searches for projects based on specific criteria you provide, helping you quickly find the projects you need search tasks searches for tasks based on your specified criteria, helping you quickly find the tasks you need search workspaces searches for and retrieves a list of workspaces based on your specified criteria update a contact updates the details of an existing contact, allowing you to modify information such as name, email address, phone number, or other contact fields update a project updates the details of a specific project, allowing you to modify its information as needed update a task modifies the details of an existing task, allowing you to update information such as its title, description, due date, or other task properties watch contacts triggers when a new contact is added to your account, allowing you to automatically start workflows whenever someone new joins your contact list watch form entries this module activates whenever someone submits a new response to your form, allowing you to automatically process or use the submitted answers in your scenarios watch invoices triggers whenever a new invoice with the status you choose (such as "paid," "unpaid," or "pending") is created watch notes triggers whenever a brand new note is added, allowing you to automatically take action each time a note is created in your app watch tasks triggers whenever a brand new task is added, allowing you to kick off automated workflows as soon as a task is created 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}} hubflo resources you can have access to more resources related to this app on the following links https //hubflo com https //support hubflo com/en/ https //hubflo readme io/reference/the hubflo api https //www make com/en/integrations/hubflo community