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Operate As

Integration

Hubflo

Client portals for consultants and agencies: projects, files and invoices. Your client pastes their Hubflo key once, and your agent or your code works with their access.

CRM and sales

About Hubflo

Through Operate As, your agent, n8n workflow or code works in Hubflo with your client's own access. Your client pastes their API key from Hubflo once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Hubflo's API through the request tool, with the client's access attached.

Common uses in CRM and sales

  • Add new leads from forms, emails and calls
  • Move deals along and log activity after each conversation
  • Keep contact records clean and complete

Hubflo

Hubflo · CRM and sales

API key

Client portals for consultants and agencies: projects, files and invoices

The client pastes their API key from Hubflo's settings. We store it encrypted.

Tested against Hubflo's live API.

Building with Hubflo? The docs have setup steps and code for every tool.

Open the Hubflo docs

Tools

Your agent calls any endpoint of Hubflo's API with the request tool, with the client's access attached.

Base URL for request

https://app.hubflo.com/api/v2

  • request

    HTTPS ANY /v1/clients/{clientId}/hubflo/{path}

    Any endpoint of Hubflo's own API, with the client's access attached.

    servicestringrequired
    This service: hubflo
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://app.hubflo.com/api/v2
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Hubflo key you paste, with only the access you gave that key

Related

More in CRM and sales

Browse every service

Get started

Send your next client one link

Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.

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