Public API For Automated Task Creation

I’d like to have the ability to connect Handoff to Make.com to further automate and streamline our business tasks. Here’s a few examples of automations I wish to create using Handoff and Make.com:

- When a lead is put into our CRM, a client profile is created for them automatically in Handoff
- When an estimate is accepted, the estimate line items are automatically entered into a google sheets project budget sheet for that specific project
- When a project status is updated in Handoff, it is automatically reflected in our CRM.

This would save our business so much time and just make things easier. I hope you will consider creating this feature. Your competitors (Jobber, Buildertrend, etc) all provide this function to their users. Thank you for your consideration!

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Upvoters
Status

Submitted

Board

💡 Feature Requests

Date

22 days ago

Author

Samantha Prince

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