Feedback

Webhooks already exist for Clients, Contacts, and Time — extending them to the two resources everyone actually orchestrates around would be huge: Project created / updated / deleted — especially tag changes, since automations drive them Task created / updated / completed Today the only way to notice a change is re-pulling the full project list on a timer (the list filters like updated_since aren't applied, so it's all-or-nothing). Webhooks would mean real-time integrations and less polling traffic hitting your servers — everybody wins. ⚡

/projects/{id} is read-only today, and it's the one wall we keep hitting. Tags — completing tasks moves tags via automations (works great!), but there's no way to set or correct a tag directly when a project needs a manual nudge Internal due date — readable via API, but not writable, so planning tools can't manage it Just PATCH support for these two fields would close the loop for anyone building planning or reporting on top of the API. Everything else about project data is already there — this is the missing 5%. ✍

Client communication and responsiveness is our #1 priority this year. We have relied on the system notifications but that is still allowing many of our target 'responsiveness' events to go unnoticed. Issues within the notification system as it is currently built out is likely the cause. If the notifications for events that are shown on the 'Manage Notifications' screen had API endpoints, they would provide users with excellent workarounds while the deeper foundational work behind notifications are built out. We would prioritize Client Communication Notifications, then Client Submission Notifications, and then whatever makes sense for the others. These two priorities allow us to focus on our clients and building a rock solid relationship as excellent client focused providers.

I am trying to automate client Chats on client projects. When a specific message is sent by a client on Client Chats -> I want to trigger a workflow and automate the next set of tasks.

If any of these are renamed or changed in FC, it should sync to QBO and vice versa.

Would love to have an open API to be able to connect a BI tool to run firm analytics and have customization of reporting for upcoming work assigned to me.

Open the API to allow for editing timesheets in the system. Timekeeping is really clunky in FC especially with the date always resetting after every entry. Allowing an agent to come in on the backend and fill out the timesheets would be super helpful and save a TON of admin time!

I created a sales app that generates a proposal after the services have been selected, but I cannot connect it to FC API to generate a proposal. Can we open the API functionality to allow for proposal creation?

I would like to be able to use the API to create a directory of file structure in a clients documents