API Integration Request for Enhanced Workflow Automation
I'd like to request API or webhook functionality to automate client onboarding, order tracking, POs, etc.
My specific use case:
When clients schedule consults (via Calendly/Acuity) or sign contracts (via DocuSign), I want to automatically create them in DesignFiles with their address and project details
This would eliminate manual data entry and improve our order tracking efficiency
Business value:
Reduces manual work and potential errors
Faster client onboarding
Better data consistency across our tools
Would likely benefit many of your creative agency customers
What I'm looking for:
REST API endpoints for creating/updating clients
OR webhook functionality to receive client data from external apps
Basic documentation for integration
Is this something on your roadmap? I'd be happy to discuss our workflow in more detail or participate in beta testing.
Thanks for considering this enhancement!
This request was merged into another request
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