Integrate with High Level
upcoming
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Amanda Dumont
😁
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Brian Ragone
Amanda Dumont any other objects separate from Forms, Workflows and Chatflows that you'd want us to grab from High Level?
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Amanda Dumont
Brian Ragone perhaps Surveys if you are bringing over Forms? I keep going back to snippets and email templates as I would love to see Puzzle store artifacts like it stores tools. I build processes and need to track what artifacts are needed for a process to be implemented and the status of the artifacts and who is creating it. I currently keep that info in an excel spreadsheet.
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Brian Ragone
Amanda Dumont: Yes! We have a backlog item for "Asset Library" where you can associate, as you mentioned artifacts, Assets to steps - emails, project boards, etc
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Amanda Dumont
Brian Ragone Woohoo!!!
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Brian Ragone
marked this post as
upcoming
Youssef
Pumped for this!
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Brian Ragone
Youssef any other objects you'd want us to grab from High Level's API?
Youssef
Brian Ragone
Thanks for asking. Here are some thoughts:
- Workflow triggers. I have some real world pain in bigger companies where there are endless automations with so much cross impact from triggers. Being able to see a repeated trigger across multiple flows would be amazing. Highlight triggers specifically in some way that allows for easy visualization / troubleshooting.
- Custom fields: We build a lot of customized solutions and this would be great to make sure full picture is showing up in Puzzel when we present, troubleshoot, build etc.
- tag driven branching: We could use them as logic flags across workflows and conversations. Again, I'm thinking about troubleshooting big picture when there are hard to solve problems and also keeping processes clean.
- Pipelines / opportunities - this is an important part of the sales process.
Really excited to see what you guys come up with! More than happy to test for you or provide additional feedback as this becomes available.
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Brian Ragone
marked this post as
planned