Connect Valuecase integrations
Accelerate your customer sales and onboarding by automating Valuecase to create shared client workspaces. This workflow automation connects your CRM, letting you launch interactive onboarding plans the moment a deal closes and automatically assign tasks. Sign up today to design a faster, unified customer experience.
Verified apps are reviewed by Make.
App developer is its official vendor.
This app is supported and maintained by the vendor Valuecase.
Build your Valuecase integrations.
Integrate Valuecase on Make to automate customer sales and onboarding. Valuecase can trigger workflows when a new space is created, a form is completed, or a task is finished. As an action, Valuecase enables you to create shared client workspaces, complete tasks, update custom properties, and manage spaces within your Make scenarios.
Sets integration properties of a Space (e.g. HubSpot Deal ID, etc.).
Marks an Action Plan Task as Completed.
Creates a new Valuecase Space.
Gets a Space in Valuecase by its slug.
Fetches all forms (completed or not) for a particular space by space ID
Fetches all tasks that are not marked as completed for a particular space.
Fetches external IDs associated with a Space (such as Hubspot Deal ID, etc.).
Lists all Custom Properties associated with the Space.
Lists Spaces in Valuecase by a third party ID provided during space creation (e.g. CRM ID).
Connect any app with Valuecase
Popular Valuecase workflows.
Looking to get more out of Valuecase? With Make you can visually integrate Valuecase into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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