Q: Room templates with dynamic variables / Comms / Contracts / Mobile app

Hi Frederik,

Could you help me evaluate your platform with Heybase and possibily Notch.

1)Room 'templates'
a)Can we create a 'room' templates for specific types of clients?
b)Can we use a Zapier intergration (and/or a web hook) to create a new room 'on the fly' with the variables of the client's name/company/email? Is this possible or planned within Q2 2025?

2)Comms
a)Is there a chat function our team/clients can use?
b)Are there alerts to notify of a response to a chat?
c)Is there a way we can program 'follow-up' SMS alerts if there is no response with x days (using Twilio)?
c)Is there an API/webhook way so we can sync responses to something like Missive?

3)Contracts
a)Are you planning a contract signing feature?
b)Or intergration with either Notch/Crove?

4)Are you planning a native mobile app for responding on the go?

Thanks

Matt_S_HPLUSDec 10, 2024
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Posted: Dec 10, 2024

Hey Matt,

Thanks for your message and glad to give some insights here.

1)Room 'templates'
a)Can we create a 'room' templates for specific types of clients?
-> You can created Alongspace templates for specific clients however you want. The core aspect usually is the mutual action plan that you should consider thinking through.

Posted: Dec 10, 2024

b)Can we use a Zapier intergration (and/or a web hook) to create a new room 'on the fly' with the variables of the client's name/company/email?
-> You can already do that depending on the variables you set and how the triggers and actions work. An example another one of our clients does:
1. Receive a typeform submission from website
2. Alongspace is created
3. Buyer is invited

Does that help?

Posted: Dec 10, 2024

Thanks Frederik, to follow up -

1)b)Along the same lines yes. Could I use Zapier to create a new AlongSpace and invite a buyer?

2)b)Could I use your API with Firetext or Zapier to send sms alerts for activity?
c)is there currently any automations/workflows? Will workflows be included in T3?

3)a)I'd prefer a native contract feature with custom variables - is this definitely planned for 2025?