--- title: Hubflo slug: hubflo description: How to integrate Hubflo with Make.com docTags: createdAt: 2026-05-14T23:47:39.451Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/hubflo.png" alt="Hubflo logo" caption size="50" width="512" height="512"} | 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 Make To get started, you must first create a connection between Hubflo and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Hubflo account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Settings**. ::: :::WorkflowBlockItem Click on the** API section**. ::: :::WorkflowBlockItem 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.](https://support.hubflo.com/en/articles/6453712-hubflo-api) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Hubflo module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 scenarios. :::ExpandableHeading ### Add embed to workspace Inserts an embedded item into a specified workspace within Hubflo. ::: :::ExpandableHeading ### Add link to workspace Creates and attaches a new link to a specified workspace in Hubflo. ::: :::ExpandableHeading ### Add project task section Creates a new task section within a specified project in Hubflo. ::: :::ExpandableHeading ### Create company Adds a new company record to your Hubflo account. ::: :::ExpandableHeading ### Create contact Adds a new contact record to your Hubflo account. ::: :::ExpandableHeading ### Create note Adds a new note to your Hubflo workspace. ::: :::ExpandableHeading ### Create project Creates a brand new project within your Hubflo account. ::: :::ExpandableHeading ### Create task Adds a new task to your Hubflo workspace. ::: :::ExpandableHeading ### Create workspace Creates a new workspace within your Hubflo account. ::: :::ExpandableHeading ### Create workspace folder Creates a new folder within a specified workspace in your Hubflo account. ::: :::ExpandableHeading ### Create workspace note Adds a new note to a selected workspace in Hubflo. ::: :::ExpandableHeading ### Invite contact to workspace Sends an invitation to a contact to join a specific project or workspace within Hubflo. ::: :::ExpandableHeading ### Make an API call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### New project Triggers an event whenever a new project is added to your account. ::: :::ExpandableHeading ### New workspace Triggers an event whenever a new workspace is added to your account. ::: :::ExpandableHeading ### Retrieve a task Fetches detailed information about a specific task using its unique ID. ::: :::ExpandableHeading ### Search a company Finds and retrieves information about a specific company in Hubflo. ::: :::ExpandableHeading ### Search a project Finds and retrieves details of a specific project in Hubflo. ::: :::ExpandableHeading ### Search a workspace Finds and retrieves details of a specific workspace in Hubflo. ::: :::ExpandableHeading ### Search a workspace folder Finds a specific folder within a selected workspace in Hubflo. ::: :::ExpandableHeading ### Search for a contact Finds and retrieves a specific contact from your Hubflo account. ::: :::ExpandableHeading ### Send form to client Sends a specific form to a selected client within your Hubflo account. ::: :::ExpandableHeading ### Update company Modifies the details of an existing company record in Hubflo. ::: :::ExpandableHeading ### Update contact Modifies the details of a specified contact already stored in Hubflo. ::: :::ExpandableHeading ### Update project Modifies the details of a specified project in Hubflo. ::: :::ExpandableHeading ### Update task Modifies the details of a specified task in Hubflo. ::: :::ExpandableHeading ### Update workspace Modifies the details of a specified workspace in Hubflo. ::: :::ExpandableHeading ### Watch completed forms Triggers when a user successfully submits a form. ::: :::ExpandableHeading ### Watch completed tasks Triggers when a specific task reaches its completed status. ::: :::ExpandableHeading ### Watch new companies Triggers when a new company record is added to your account. ::: :::ExpandableHeading ### Watch new contacts Triggers when a new contact is added to your account. ::: :::ExpandableHeading ### Watch new folders Triggers an event whenever a new folder is added to your account. ::: :::ExpandableHeading ### Watch new tasks Triggers an event whenever a new task is added to your account. ::: :::ExpandableHeading ### Watch updated company Triggers when any details or information about an existing company are modified. ::: :::ExpandableHeading ### Watch updated project stages Triggers when the stage of a specific project is changed or updated. ::: :::ExpandableHeading ### 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 scenarios. # 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=Hubflo) - [Hubflo website](https://www.hubflo.com/) - [Hubflo documentation](N/A) - [Hubflo API documentation](https://hubflo.readme.io/reference/the-hubflo-api) - [Hubflo page on make](https://www.make.com/en/integrations/hubflo) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::