Hubflo Make integrationAutomate Hubflo with Make.
Can Make run your Hubflo client portal for you? The Hubflo Make integration gives you 34 modules: 9 triggers, 20 actions and 5 searches. This guide is for agencies and service teams that live in Hubflo, and it walks you from the API key to a first working scenario.
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What does the Hubflo Make integration let you automate?
The Hubflo Make integration links your Hubflo account to Make, a no-code tool where you build a scenario: an automation made of modules, each one a single brick that watches, creates, updates or searches something. Hubflo brings companies, contacts, projects, tasks, forms and client workspaces into those scenarios.
A workspace ready the moment a client signs. Watch new companies spots the new account, Create workspace opens its space, and Invite contact to workspace brings the client in. Nobody copies names by hand.
Forms that turn into work. When a client finishes a questionnaire, Watch completed forms picks it up at the next check and Create task gives your team the follow-up, with the answers mapped into it.
Files that reach the right people. Watch uploaded files notices what a client drops in Hubflo, so another app can alert the account manager or archive a copy.
Two limits to know. All 9 triggers are scheduled, so Make checks Hubflo on the scenario's clock rather than hearing from it instantly. And the Make doc for Hubflo lists its modules without describing them, while flagging itself as AI-generated content that may contain mistakes: open each module in the editor and check its fields before you rely on it.
Hubflo may also exist as an n8n node; the n8n vs Make comparison lays out how the two tools differ. For a wider look at the platform, read the Make review, or follow the Make training to build faster.
How do you connect Hubflo to Make?
- 01
Copy your Hubflo API key
In Hubflo, open Settings, go to the API section and copy the key shown on screen. You need an active Hubflo account for this, and the key is what lets Make act on your behalf.
- 02
Add a Hubflo module in Make
In your scenario, add any Hubflo module and click Create a connection. A connection is your Hubflo account linked to Make once, then reused by every Hubflo module you add later.
- 03
Paste the key and save
Give the connection a clear label in Connection name (optional, but handy with several accounts), paste the API key, then follow the on-screen instructions to finish. Make can now read your Hubflo data.
Your first scenario: a workspace for every new company
GoalWhen a new company appears in Hubflo, Make creates a workspace for it.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the big + to place the first module. Search for Hubflo and pick Watch new companies.
- 02
Link your account
Click Create a connection, paste the API key copied from Hubflo and save. Once the connection exists, Make lists what it can read in the module fields.
- 03
Add Create workspace
Click the + on the right of the trigger, search Hubflo again and choose Create workspace. Map the company data from the first module into the fields Make displays.
- 04
Test with Run once
Add a test company in Hubflo, then click Run once. Open the bubble above each module to read the bundles it received: one bundle is one item, here one company.
- 05
Schedule and switch on
Click the clock on the first module. A new scenario checks every 15 minutes by default; adjust if your plan allows, then turn the scenario on so it keeps running without you.
What can start a Hubflo scenario?
9 modules start a scenario when something happens in Hubflo. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Hubflo as soon as it happens.
Watch completed forms
triggerIn the docs onlyEach Hubflo form a client finishes reaches your scenario at its next check, and each completed form arrives as a bundle ready to map into the next module. That turns an onboarding questionnaire into work for the team instead of an email to forward.
Watch completed tasks
triggerIn the docs onlyClosing a task in Hubflo can now move something else forward: this trigger hands each completed task to your scenario so the next step happens without a reminder. Think of it as the handoff between two people or two phases.
Watch new companies
triggerIn the docs onlyEvery company added to Hubflo becomes the starting point of a scenario, which is the cleanest way to launch client onboarding. The company arrives as a bundle, and later modules reuse its data without retyping.
Watch new contacts
triggerIn the docs onlyPeople are what this trigger follows: each contact created in Hubflo reaches your scenario, so your other tools learn about them without a manual export. Handy when several people on the client side need access or updates.
Watch new folders
triggerIn the docs onlyA new folder in Hubflo often means a new stream of documents is about to begin, and this trigger lets your scenario react to it. Each folder comes through as its own bundle.
Watch new tasks
triggerIn the docs onlyFresh tasks get noticed here, whether the team or an automation created them in Hubflo. The scenario receives each one as a bundle, so you can route it to wherever people actually look.
Watch updated company
triggerIn the docs onlyEdits count too: when a company record changes in Hubflo, this trigger sends the updated version to your scenario. That keeps other systems aligned with what your team corrected in Hubflo.
Watch updated project stages
triggerIn the docs onlyProject progress becomes a signal: when a project moves to another stage in Hubflo, your scenario hears about it and can act on the new stage. It is the natural hook for client updates.
Watch uploaded files
triggerIn the docs onlyFiles that land in Hubflo, from your team or your clients, flow into the scenario one bundle per file. Nobody needs to check the portal to know a document arrived.
What can Make do in Hubflo?
Hubflo gives you 25 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Add embed to workspace
- Add link to workspace
- Add project task section
- Create company
- Create contact
- Create note
- Create project
- Create task
- Create workspace
- Create workspace folder
- Create workspace note
- Invite contact to workspace
- Make an API call
- Retrieve a task
- Search a company
- Search a project
- Search a workspace
- Search a workspace folder
- Search for a contact
- Send form to client
- Update company
- Update contact
- Update project
- Update task
- Update workspace
Add embed to workspace
ActionIn the docs onlyYour client sees outside content, such as a dashboard or a shared document, right inside their Hubflo workspace. Make adds the embed for you, so the portal stays the single place the client opens.
Add link to workspace
ActionIn the docs onlyA simple link lands in the client's workspace, pointing to wherever the resource lives. Lighter than an embed: the client clicks and leaves Hubflo for that page.
Add project task section
ActionIn the docs onlyTasks inside a Hubflo project stay grouped under clear headings, because this module creates a new section in the project's task list. The team reads the plan phase by phase instead of one long list.
Create company
ActionIn the docs onlyA new company record appears in Hubflo from data another app already holds, such as a won deal in your CRM or a signed quote. No double entry, and the spelling matches the source.
Create contact
ActionIn the docs onlyPeople from your forms, CRM or inbox become Hubflo contacts without anyone typing their details again. That is the step that makes invitations and client updates possible later in the scenario.
Create note
ActionIn the docs onlyContext stays with the record: this module writes a note in Hubflo from what the scenario gathered, such as a call summary or answers from a form. The team finds the history in one place.
Create project
ActionIn the docs onlyDelivery starts on its own: Make opens a project in Hubflo as soon as the scenario has what it needs, for instance a signed quote or a paid invoice in another app.
Create task
ActionIn the docs onlyWork reaches the team as a Hubflo task, created from any event the scenario catches: a completed form, a new file, a message in another tool. Nothing depends on someone remembering.
Create workspace
ActionIn the docs onlyEach client gets their own space in Hubflo the moment the scenario runs, instead of whenever someone finds the time. It is the backbone of an automated onboarding.
Create workspace folder
ActionIn the docs onlyDocuments stay tidy in the client's workspace because Make adds the folders for you. The client knows where to drop files, and so does the team.
Create workspace note
ActionIn the docs onlyA message appears inside the client's workspace, written from data the scenario already holds: a welcome text, a status update, next steps after a meeting.
Invite contact to workspace
ActionIn the docs onlyThe client gets access to their workspace without anyone sending the invitation by hand. Make takes a contact and a workspace, and joins the two.
Make an API call
ActionIn the docs onlyWhatever the listed modules leave out, this one can reach: it calls any endpoint of the Hubflo API with the connection you already set up. No second login, no separate tool.
Retrieve a task
ActionIn the docs onlyOne task, fully loaded: give Make the task you want and it returns that task's details for the next modules to use. Useful when the trigger only gives you part of the picture.
Search a company
SearchIn the docs onlyBefore creating anything, check whether the company is already in Hubflo. The search can return zero, one or several companies, each as its own bundle.
Search a project
SearchIn the docs onlyFinding the right project becomes a step of the scenario, so later modules can update it or add tasks to it. Results come back as bundles, possibly none.
Search a workspace
SearchIn the docs onlyLocates the client's existing Hubflo workspace so the scenario can add links, notes or folders to it. It may return several workspaces, or nothing at all.
Search a workspace folder
SearchIn the docs onlyGets you the folder you need inside a workspace, so the next modules know where things belong. Like every search, it can return zero, one or many folders.
Search for a contact
SearchIn the docs onlyCheck who already exists in Hubflo before adding or inviting anyone. The module hands back every matching contact as a bundle, or nothing if the person is new.
Send form to client
ActionIn the docs onlyThe right questionnaire reaches the client when the scenario says so, not when someone thinks of it. Make sends a Hubflo form to a client and the answers come back through Hubflo.
Update company
ActionIn the docs onlyCompany details in Hubflo stay in line with the rest of your stack: Make rewrites the fields you map with fresh data from another app.
Update contact
ActionIn the docs onlyA changed phone number or job title reaches Hubflo without manual edits, because Make updates the contact from the source that changed.
Update project
ActionIn the docs onlyProject records follow what happens elsewhere: a paid invoice, a signed change order, a new deadline agreed by email. Make applies the change to the Hubflo project.
Update task
ActionIn the docs onlyTasks in Hubflo change as the work changes: new assignee, new status, new details, all written by the scenario instead of by someone clicking through.
Update workspace
ActionIn the docs onlyThe client's workspace keeps up with the relationship: Make changes its settings or details when something shifts, such as a new project phase or a renamed account.
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