{
"name": "Uplifted Consulting - Access Guide",
"url": "https://guide.upliftedconsulting.com",
"updated": "2026-10-22",
"agent_rules": "https://guide.upliftedconsulting.com/start-here/for-ai-agents.md",
"delivery": {
"method": "OneTimeSecret",
"url": "https://eu.onetimesecret.com",
"expiry": "7 days",
"instructions": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"deliver_to": "the client's Uplifted Consulting contact (send only the link)"
},
"services": [
{
"slug": "smartlead",
"name": "Smartlead",
"category": "Cold email & outreach",
"summary": "Find your Smartlead API key and send it to us. About 2 minutes.",
"what_we_need": "1 API key",
"time": "about 2 minutes",
"who_can_do_this": "the account owner or an admin",
"plan_needed": "API access is included on paid Smartlead plans",
"start_url": "https://app.smartlead.ai",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/smartlead",
"page_markdown": "https://guide.upliftedconsulting.com/services/smartlead.md",
"steps": [
{
"number": 1,
"section": "Get your API key",
"title": "Log in to Smartlead",
"instructions": "Go to [app.smartlead.ai](https://app.smartlead.ai) and log in."
},
{
"number": 2,
"section": "Get your API key",
"title": "Open Settings",
"instructions": "Click **Settings** in the left sidebar."
},
{
"number": 3,
"section": "Get your API key",
"title": "Go to the API section",
"instructions": "In Settings, open the **API** section."
},
{
"number": 4,
"section": "Get your API key",
"title": "Generate and copy the key",
"instructions": "If you don't have a key yet, click **Generate New API Key**. Then click copy next to the key.\n\n> **Careful:**\n> Copy the whole key. It is a long string of letters and numbers."
}
]
},
{
"slug": "instantly",
"name": "Instantly",
"category": "Cold email & outreach",
"summary": "Create an Instantly API key and send it to us. About 3 minutes.",
"what_we_need": "1 API key (API V2)",
"time": "about 3 minutes",
"who_can_do_this": "the workspace owner or an admin",
"plan_needed": "API access is included on all Instantly Outreach plans (Growth and up)",
"start_url": "https://app.instantly.ai",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/instantly",
"page_markdown": "https://guide.upliftedconsulting.com/services/instantly.md",
"steps": [
{
"number": 1,
"section": "Get your API key",
"title": "Log in to Instantly",
"instructions": "Go to [app.instantly.ai](https://app.instantly.ai) and log in."
},
{
"number": 2,
"section": "Get your API key",
"title": "Open Integrations",
"instructions": "Go to [app.instantly.ai/app/settings/integrations](https://app.instantly.ai/app/settings/integrations). This is the **Integrations** page in your settings."
},
{
"number": 3,
"section": "Get your API key",
"title": "Open API Keys",
"instructions": "Click **API Keys** in the left sidebar."
},
{
"number": 4,
"section": "Get your API key",
"title": "Create a new key",
"instructions": "Click **Create API Key**."
},
{
"number": 5,
"section": "Get your API key",
"title": "Name the key",
"instructions": "Type a name, for example \"Uplifted Consulting\". The name is only a label for you."
},
{
"number": 6,
"section": "Get your API key",
"title": "Choose the scopes",
"instructions": "Scopes decide what the key is allowed to do. Choose **all:all**. This gives full access, so we can work on campaigns, leads, and accounts without asking you for a new key later.\n\n> **Tip:**\n> If you prefer to limit access, tell us first. We will tell you exactly which scopes to tick. Scopes cannot be changed later, so a wrong choice means making a new key."
},
{
"number": 7,
"section": "Get your API key",
"title": "Create and copy the key",
"instructions": "Click **Create**. Then copy the key straight away.\n\n> **Careful:**\n> Instantly shows the key **only once**. If you close the window before copying it, you will need to make a new key."
}
]
},
{
"slug": "lemlist",
"name": "lemlist",
"category": "Cold email & outreach",
"summary": "Create a lemlist API key and send it to us. About 2 minutes.",
"what_we_need": "1 API key",
"time": "about 2 minutes",
"who_can_do_this": "an admin, or a team member with API access",
"plan_needed": "API access is included on all lemlist plans (Email, Multichannel, Enterprise)",
"start_url": "https://app.lemlist.com",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/lemlist",
"page_markdown": "https://guide.upliftedconsulting.com/services/lemlist.md",
"steps": [
{
"number": 1,
"section": "Get your API key",
"title": "Log in to lemlist",
"instructions": "Go to [app.lemlist.com](https://app.lemlist.com) and log in."
},
{
"number": 2,
"section": "Get your API key",
"title": "Open Settings",
"instructions": "Click your **profile icon** in the bottom-left corner. Then click **Settings**."
},
{
"number": 3,
"section": "Get your API key",
"title": "Go to Integrations",
"instructions": "In Settings, click **Integrations**."
},
{
"number": 4,
"section": "Get your API key",
"title": "Generate a key",
"instructions": "Click **Generate**. Type a name, for example \"Uplifted Consulting\". Then click **Create Key**."
},
{
"number": 5,
"section": "Get your API key",
"title": "Copy the key",
"instructions": "Copy the key straight away.\n\n> **Careful:**\n> lemlist shows the key **only once**. If you close the window before copying it, you will need to make a new key."
}
]
},
{
"slug": "heyreach",
"name": "HeyReach",
"category": "Cold email & outreach",
"summary": "Find your HeyReach API key and send it to us. About 2 minutes.",
"what_we_need": "1 API key",
"time": "about 2 minutes",
"who_can_do_this": "the account owner or an admin",
"plan_needed": "API access is included on the Growth, Agency, and Unlimited plans",
"start_url": "https://app.heyreach.io",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/heyreach",
"page_markdown": "https://guide.upliftedconsulting.com/services/heyreach.md",
"steps": [
{
"number": 1,
"section": "Get your API key",
"title": "Log in to HeyReach",
"instructions": "Go to [app.heyreach.io](https://app.heyreach.io) and log in."
},
{
"number": 2,
"section": "Get your API key",
"title": "Open Integrations",
"instructions": "Click **Integrations** in the menu."
},
{
"number": 3,
"section": "Get your API key",
"title": "Open the API key window",
"instructions": "Click **Get API key**."
},
{
"number": 4,
"section": "Get your API key",
"title": "Create a key if needed",
"instructions": "If you have never made a key, click **New API key**. If you already have one, you can use it."
},
{
"number": 5,
"section": "Get your API key",
"title": "Copy the key",
"instructions": "Click the copy icon (it looks like two small pages) next to the key.\n\n> **Careful:**\n> Copy the whole key. It is a long string of letters and numbers."
}
]
},
{
"slug": "prospeo",
"name": "Prospeo",
"category": "Lead data & email verification",
"summary": "Find your Prospeo API key and send it to us. About 2 minutes.",
"what_we_need": "1 API key",
"time": "about 2 minutes",
"who_can_do_this": "the account owner",
"plan_needed": "none. Prospeo gives API access to all users, including free accounts. Each search still uses your credits.",
"start_url": "https://app.prospeo.io",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/prospeo",
"page_markdown": "https://guide.upliftedconsulting.com/services/prospeo.md",
"steps": [
{
"number": 1,
"section": "Get your API key",
"title": "Log in to Prospeo",
"instructions": "Go to [app.prospeo.io](https://app.prospeo.io) and log in."
},
{
"number": 2,
"section": "Get your API key",
"title": "Open the API page",
"instructions": "Go to [app.prospeo.io/api](https://app.prospeo.io/api). This is where your API keys live."
},
{
"number": 3,
"section": "Get your API key",
"title": "Create a key if needed",
"instructions": "If you see no key, use the button on this page to create one. Prospeo lets you have more than one key, so you can make one just for us. Name it \"Uplifted Consulting\" if asked."
},
{
"number": 4,
"section": "Get your API key",
"title": "Copy the key",
"instructions": "Click copy next to the key.\n\n> **Careful:**\n> Copy the whole key. It is a long string of letters and numbers."
}
]
},
{
"slug": "leadmagic",
"name": "LeadMagic",
"category": "Lead data & email verification",
"summary": "Create a LeadMagic API key and send it to us. About 2 minutes.",
"what_we_need": "1 API key",
"time": "about 2 minutes",
"who_can_do_this": "the account owner or an admin of the workspace",
"plan_needed": "a paid LeadMagic plan. Without one, LeadMagic shows \"Almost there\" and asks you to pick a plan before you can create a key. Each lookup we run uses your credits.",
"start_url": "https://app.leadmagic.io",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/leadmagic",
"page_markdown": "https://guide.upliftedconsulting.com/services/leadmagic.md",
"steps": [
{
"number": 1,
"section": "Get your API key",
"title": "Log in to LeadMagic",
"instructions": "Go to [app.leadmagic.io](https://app.leadmagic.io) and log in."
},
{
"number": 2,
"section": "Get your API key",
"title": "Check the workspace",
"instructions": "Look at the workspace name in the sidebar. Make sure it is the workspace we will work in. Switch if needed.\n\n![\"Sidebar](\"/images/services/leadmagic/01-workspace.png\")
"
},
{
"number": 3,
"section": "Get your API key",
"title": "Open API Keys",
"instructions": "Click the key icon at the top right, or go to **Settings** and click **API keys** (under **Developer**).\n\n![\"Settings](\"/images/services/leadmagic/02-api-keys.png\")
"
},
{
"number": 4,
"section": "Get your API key",
"title": "Create a key",
"instructions": "Click **Create API key** (above the list of keys). Type a name, for example \"Uplifted Consulting\"."
},
{
"number": 5,
"section": "Get your API key",
"title": "Copy the key",
"instructions": "Copy the key straight away.\n\n> **Careful:**\n> LeadMagic shows the full key **only once**. If you close the window before copying it, you will need to make a new key."
}
]
},
{
"slug": "trykitt",
"name": "Kitt (TryKitt)",
"category": "Lead data & email verification",
"summary": "Find your Kitt API key and send it to us. About 2 minutes.",
"what_we_need": "1 API key",
"time": "about 2 minutes",
"who_can_do_this": "the account owner",
"plan_needed": "API access is listed on Kitt's Free Forever plan. Lookups may use credits.",
"start_url": "https://admin.trykitt.ai",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/trykitt",
"page_markdown": "https://guide.upliftedconsulting.com/services/trykitt.md",
"steps": [
{
"number": 1,
"section": "Get your API key",
"title": "Log in to Kitt",
"instructions": "Go to [admin.trykitt.ai](https://admin.trykitt.ai) and log in. This is the same page the **Log In** button on trykitt.ai opens."
},
{
"number": 2,
"section": "Get your API key",
"title": "Find the API settings",
"instructions": "Look in the menu for the API section. It may be called **API**, **API settings**, or sit under your account settings."
},
{
"number": 3,
"section": "Get your API key",
"title": "Copy the key",
"instructions": "Copy your API key. If there is no key yet, use the button on that page to create one.\n\n> **Careful:**\n> Copy the whole key. It is a long string of letters and numbers."
}
]
},
{
"slug": "apollo",
"name": "Apollo",
"category": "Lead data & email verification",
"summary": "Create an Apollo API key and send it to us. About 3 minutes.",
"what_we_need": "1 API key (a master key)",
"time": "about 3 minutes",
"who_can_do_this": "an Apollo admin, or a user with permission to manage API keys",
"plan_needed": "all Apollo plans include basic API access. Some features need a paid plan. Each lookup uses your Apollo credits.",
"start_url": "https://app.apollo.io",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/apollo",
"page_markdown": "https://guide.upliftedconsulting.com/services/apollo.md",
"steps": [
{
"number": 1,
"section": "Get your API key",
"title": "Log in to Apollo",
"instructions": "Go to [app.apollo.io](https://app.apollo.io) and log in."
},
{
"number": 2,
"section": "Get your API key",
"title": "Open Integrations",
"instructions": "Open **Settings**, then click **Integrations**."
},
{
"number": 3,
"section": "Get your API key",
"title": "Open the Apollo API",
"instructions": "Find **Apollo API** in the list and click **Connect** next to it."
},
{
"number": 4,
"section": "Get your API key",
"title": "Go to API Keys",
"instructions": "Click **API Keys**. Then click **Create new key**."
},
{
"number": 5,
"section": "Get your API key",
"title": "Name the key",
"instructions": "Type a name, for example \"Uplifted Consulting\". Add a short description if asked."
},
{
"number": 6,
"section": "Get your API key",
"title": "Turn on master key",
"instructions": "Switch on **Set as master key**. This lets the key use every part of the API. Without it, some of our work fails with an error.\n\n> **Tip:**\n> If you prefer to limit access, tell us first. We will tell you exactly which endpoints to tick instead."
},
{
"number": 7,
"section": "Get your API key",
"title": "Create and copy the key",
"instructions": "Click **Create API key**. Then copy the key straight away.\n\n> **Careful:**\n> Copy the whole key and keep it private. Anyone with this key can act in your Apollo account."
}
]
},
{
"slug": "bouncer",
"name": "Bouncer",
"category": "Lead data & email verification",
"summary": "Find your Bouncer API key and send it to us. About 2 minutes.",
"what_we_need": "1 API key",
"time": "about 2 minutes",
"who_can_do_this": "the account owner",
"plan_needed": "any Bouncer account with credits. Each email we check uses your credits.",
"start_url": "https://app.usebouncer.com/login",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/bouncer",
"page_markdown": "https://guide.upliftedconsulting.com/services/bouncer.md",
"steps": [
{
"number": 1,
"section": "Get your API key",
"title": "Log in to Bouncer",
"instructions": "Go to [app.usebouncer.com/login](https://app.usebouncer.com/login) and log in."
},
{
"number": 2,
"section": "Get your API key",
"title": "Open API",
"instructions": "Click **API** in the left-side menu."
},
{
"number": 3,
"section": "Get your API key",
"title": "Generate a key if needed",
"instructions": "If you have no key yet, click **Generate API Key**."
},
{
"number": 4,
"section": "Get your API key",
"title": "Copy the key",
"instructions": "Click copy next to the key.\n\n> **Careful:**\n> Copy the whole key. It is a long string of letters and numbers."
}
]
},
{
"slug": "millionverifier",
"name": "MillionVerifier",
"category": "Lead data & email verification",
"summary": "Create a MillionVerifier API key and send it to us. About 2 minutes.",
"what_we_need": "1 API key",
"time": "about 2 minutes",
"who_can_do_this": "the account owner",
"plan_needed": "any MillionVerifier account with credits. Each email we check uses your credits.",
"start_url": "https://app.millionverifier.com",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/millionverifier",
"page_markdown": "https://guide.upliftedconsulting.com/services/millionverifier.md",
"steps": [
{
"number": 1,
"section": "Get your API key",
"title": "Log in to MillionVerifier",
"instructions": "Go to [app.millionverifier.com](https://app.millionverifier.com) and log in."
},
{
"number": 2,
"section": "Get your API key",
"title": "Open Account settings",
"instructions": "Click your profile in the top-right corner. Then click **Account settings**.\n\n![\"Profile](\"/images/services/millionverifier/01-account-settings.png\")
"
},
{
"number": 3,
"section": "Get your API key",
"title": "Go to API KEYS",
"instructions": "Click **API KEYS** in the menu bar.\n\n![\"Account](\"/images/services/millionverifier/02-api-keys.png\")
"
},
{
"number": 4,
"section": "Get your API key",
"title": "Add a new key",
"instructions": "Click **Add new API key** (top right of the list). Then click **Add** in the pop-up. The new key appears at the bottom of the list.\n\n![\"Add](\"/images/services/millionverifier/03-add-key.png\")
"
},
{
"number": 5,
"section": "Get your API key",
"title": "Check it is active and copy it",
"instructions": "Make sure the **Active** slider next to the new key is green. Then click the copy icon on the right of that key.\n\n> **Careful:**\n> Copy the whole key. It is a long string of letters and numbers.\n\n![\"New](\"/images/services/millionverifier/04-copy-key.png\")
"
}
]
},
{
"slug": "apify",
"name": "Apify",
"category": "Lead data & email verification",
"summary": "Find your Apify API token and send it to us. About 2 minutes.",
"what_we_need": "1 personal API token",
"time": "about 2 minutes",
"who_can_do_this": "the account owner. In an organization, the owner or a member with the **Manage access tokens** permission.",
"plan_needed": "none. API tokens work on every Apify plan, including free. Runs use your Apify usage credit.",
"start_url": "https://console.apify.com",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/apify",
"page_markdown": "https://guide.upliftedconsulting.com/services/apify.md",
"steps": [
{
"number": 1,
"section": "Get your API token",
"title": "Log in to Apify Console",
"instructions": "Go to [console.apify.com](https://console.apify.com) and log in."
},
{
"number": 2,
"section": "Get your API token",
"title": "Open Settings",
"instructions": "Click **Settings** in the left-side panel.\n\n![\"Apify](\"/images/services/apify/01-settings.png\")
"
},
{
"number": 3,
"section": "Get your API token",
"title": "Open API & Integrations",
"instructions": "Click the **API & Integrations** tab. You can also go straight to [console.apify.com/settings/integrations](https://console.apify.com/settings/integrations).\n\n![\"Settings](\"/images/services/apify/02-api-integrations.png\")
"
},
{
"number": 4,
"section": "Get your API token",
"title": "Create a token for us",
"instructions": "Under **Personal API tokens**, click **Create a new token**. In **Description**, type \"Uplifted Consulting\". Leave **Limit token permissions** switched off, so the token has full access. Click **Create**.\n\n> **Tip:**\n> You can switch on **Set expiration date** if you like. Tell us the date so we know when to ask for a new one.\n\n![\"Create](\"/images/services/apify/03-create-token.png\")
"
},
{
"number": 5,
"section": "Get your API token",
"title": "Copy the token",
"instructions": "Find the new token in the list (it shows your description) and click its copy icon.\n\n> **Careful:**\n> Copy the whole token. It is a long string of letters and numbers.\n\n![\"New](\"/images/services/apify/04-copy-token.png\")
"
}
]
},
{
"slug": "airtable",
"name": "Airtable",
"category": "CRM & databases",
"summary": "Create an Airtable access token and send it to us. About 5 minutes.",
"what_we_need": "1 personal access token (and, if you like, your Base ID)",
"time": "about 5 minutes",
"who_can_do_this": "anyone with access to the base. To let us change tables or fields, you need to be a **Creator** in that base.",
"plan_needed": "works on all Airtable plans, including Free",
"start_url": "https://airtable.com/create/tokens",
"inputs_from_uplifted": [
"Which bases (or workspace) to give access to",
"Whether webhooks are needed (optional, default no)"
],
"can_start_immediately": false,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/airtable",
"page_markdown": "https://guide.upliftedconsulting.com/services/airtable.md",
"steps": [
{
"number": 1,
"section": "Get your access token",
"title": "Open the token page",
"instructions": "Log in to Airtable. Then go to [airtable.com/create/tokens](https://airtable.com/create/tokens).\nThis is the **Personal access tokens** page in the Builder hub.\n\n![\"Personal](\"/images/services/airtable/01-tokens-page.png\")
"
},
{
"number": 2,
"section": "Get your access token",
"title": "Start a new token",
"instructions": "Click **Create token**."
},
{
"number": 3,
"section": "Get your access token",
"title": "Name it",
"instructions": "In **Name**, type \"Uplifted Consulting\"."
},
{
"number": 4,
"section": "Get your access token",
"title": "Add the scopes",
"instructions": "Click **+ Add a scope**. Add these, one at a time:\n- `data.records:read`\n- `data.records:write`\n- `schema.bases:read`\n- `webhook:manage` (only if we asked for it)\n\n![\"Scopes](\"/images/services/airtable/02-scopes.png\")
"
},
{
"number": 5,
"section": "Get your access token",
"title": "Choose which bases we can see",
"instructions": "Under **Access**, click **+ Add a base** and pick the base we are working on. Repeat for each base.\nIf we work across a whole workspace, pick the workspace instead.\n\n> **Tip:**\n> Only add the bases we need. The token cannot see anything you don't add here.\n\n![\"Access](\"/images/services/airtable/03-access.png\")
"
},
{
"number": 6,
"section": "Get your access token",
"title": "Create and copy the token",
"instructions": "Click **Create token** at the bottom. A window says **Your token has been created**. Click the copy icon next to the token, then click **Done**.\n\n> **Careful:**\n> Airtable shows the token **only once**. Copy it now, before you close the window.\n\n![\"Token](\"/images/services/airtable/04-copy-token.png\")
"
},
{
"number": 7,
"section": "Optional: your Base ID",
"title": "Open the base",
"instructions": "Open the base in your browser."
},
{
"number": 8,
"section": "Optional: your Base ID",
"title": "Copy the ID from the address bar",
"instructions": "Look at the web address at the top. The Base ID is the part that starts with **app**, up to the next `/`.\nExample: `airtable.com/`**`appAbC123xyz`**`/tbl...`"
}
]
},
{
"slug": "hubspot",
"name": "HubSpot",
"category": "CRM & databases",
"summary": "Create a HubSpot private app and send us its access token. About 5 minutes.",
"what_we_need": "1 access token from a private app",
"time": "about 5 minutes",
"who_can_do_this": "a **Super Admin** in your HubSpot account",
"plan_needed": "works on all HubSpot plans, including Free",
"start_url": "https://app.hubspot.com",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/hubspot",
"page_markdown": "https://guide.upliftedconsulting.com/services/hubspot.md",
"steps": [
{
"number": 1,
"section": "Create the app and get the token",
"title": "Open Legacy apps",
"instructions": "Log in to HubSpot. In the main menu, click **Development**. Then click **Legacy apps** in the left sidebar."
},
{
"number": 2,
"section": "Create the app and get the token",
"title": "Start a new private app",
"instructions": "Click **Create legacy app** (top right). In the pop-up, choose **Private**."
},
{
"number": 3,
"section": "Create the app and get the token",
"title": "Name it",
"instructions": "On the **Basic Info** tab, type a name, for example \"Uplifted Consulting\". Logo and description are optional."
},
{
"number": 4,
"section": "Create the app and get the token",
"title": "Add the scopes",
"instructions": "Open the **Scopes** tab. Click **Add new scope**. Use **Find a scope** to search for each of these and tick them:\n- `crm.objects.contacts.read` and `crm.objects.contacts.write`\n- `crm.objects.companies.read` and `crm.objects.companies.write`\n- `crm.objects.deals.read` and `crm.objects.deals.write`\n- `crm.objects.owners.read`\n\nThen click **Update**.\n\n> **Tip:**\n> If we sent you a different list, use ours instead."
},
{
"number": 5,
"section": "Create the app and get the token",
"title": "Create the app",
"instructions": "Click **Create app** (top right). Read the pop-up, then click **Continue creating**."
},
{
"number": 6,
"section": "Create the app and get the token",
"title": "Copy the access token",
"instructions": "Open the **Auth** tab. Click **Show token**, then **Copy**.\n\n> **Careful:**\n> Copy the whole token. It is long and usually starts with `pat-`."
}
]
},
{
"slug": "attio",
"name": "Attio",
"category": "CRM & databases",
"summary": "Create an Attio access token and send it to us. About 3 minutes.",
"what_we_need": "1 access token",
"time": "about 3 minutes",
"who_can_do_this": "a **workspace admin**",
"plan_needed": "works on all Attio plans",
"start_url": "https://app.attio.com",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/attio",
"page_markdown": "https://guide.upliftedconsulting.com/services/attio.md",
"steps": [
{
"number": 1,
"section": "Get your access token",
"title": "Open Workspace settings",
"instructions": "Log in to [app.attio.com](https://app.attio.com). Click the small arrow next to your workspace name (top left). Click **Workspace settings**."
},
{
"number": 2,
"section": "Get your access token",
"title": "Go to Developers",
"instructions": "Click the **Developers** tab."
},
{
"number": 3,
"section": "Get your access token",
"title": "Create a new token",
"instructions": "Click **+ New access token**. Type a name, for example \"Uplifted Consulting\"."
},
{
"number": 4,
"section": "Get your access token",
"title": "Set the scopes",
"instructions": "In **Scopes**, give the token access to what we need. Unless we told you otherwise, set these to read and write:\n- Records\n- Object configuration\n- List entries\n- List configuration\n\nAnd set **User management** to read.\n\n> **Tip:**\n> Records need **Object configuration** too. If you only tick Records, the token won't work."
},
{
"number": 5,
"section": "Get your access token",
"title": "Copy the token",
"instructions": "Save the token, then copy it.\n\n> **Careful:**\n> Copy the whole token. It is a long string of letters and numbers."
}
]
},
{
"slug": "teamleader",
"name": "Teamleader Focus",
"category": "CRM & databases",
"summary": "Create a private Teamleader integration and send us its Client ID and Client Secret. About 10 minutes.",
"what_we_need": "a Client ID and a Client Secret (Option A), or a user invite (Option B)",
"time": "about 10 minutes",
"who_can_do_this": "a Teamleader Focus admin",
"plan_needed": "any Teamleader Focus account. Option B needs a free user licence on your plan.",
"start_url": "https://marketplace.focus.teamleader.eu/build",
"inputs_from_uplifted": [
"The redirect URL for our automation tool",
"The list of permissions (scopes) to tick"
],
"can_start_immediately": false,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/teamleader",
"page_markdown": "https://guide.upliftedconsulting.com/services/teamleader.md",
"steps": [
{
"number": 1,
"section": "Option A (recommended): create an integration",
"title": "Open the Teamleader Marketplace build page",
"instructions": "Go to [marketplace.focus.teamleader.eu/build](https://marketplace.focus.teamleader.eu/build) and log in with your Teamleader account."
},
{
"number": 2,
"section": "Option A (recommended): create an integration",
"title": "Start a new integration",
"instructions": "Click **Create integration**. Give it a name, for example \"Uplifted Consulting\". Confirm.\n\n> **Note:**\n> If you see a button to open the developer portal first (for example **Access dev portal**), click it, then look for **Create integration**."
},
{
"number": 3,
"section": "Option A (recommended): create an integration",
"title": "Paste our redirect URL",
"instructions": "Find the field for redirect URLs (it may be called **Valid redirect URIs**). Paste the redirect URL we sent you. Paste it exactly. Do not add spaces.\n\n> **Careful:**\n> Teamleader only accepts the exact URL. One wrong character and the connection will fail."
},
{
"number": 4,
"section": "Option A (recommended): create an integration",
"title": "Tick the permissions (scopes)",
"instructions": "In the scopes list, tick every permission on the list we sent you. Then click **Save**."
},
{
"number": 5,
"section": "Option A (recommended): create an integration",
"title": "Copy the Client ID and Client Secret",
"instructions": "After saving, Teamleader shows the **Client ID** and **Client Secret**. Copy both.\n\n> **Careful:**\n> Copy both codes in full. We need both."
},
{
"number": 6,
"section": "Option A (recommended): create an integration",
"title": "Approve the connection later",
"instructions": "Once we have the codes, we send you a login link. Open it, log in to Teamleader, and click to allow access. That's it."
},
{
"number": 7,
"section": "Option B: invite us as a user",
"title": "Open Users",
"instructions": "In Teamleader Focus, go to **Settings**, then **Users**."
},
{
"number": 8,
"section": "Option B: invite us as a user",
"title": "Add us",
"instructions": "Click **Add user** and enter the email address we gave you. Send the invite."
},
{
"number": 9,
"section": "Option B: invite us as a user",
"title": "Give the right access",
"instructions": "If we asked for admin access, click the three dots next to our name and choose **Give admin rights**."
}
]
},
{
"slug": "upsales",
"name": "Upsales",
"category": "CRM & databases",
"summary": "Create an Upsales API key and send it to us. About 3 minutes.",
"what_we_need": "1 API key",
"time": "about 3 minutes",
"who_can_do_this": "an Upsales **admin**",
"plan_needed": "the API must be switched on for your account (see step 1). Light use is usually free; Upsales may charge for heavy use.",
"start_url": "https://power.upsales.com",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/upsales",
"page_markdown": "https://guide.upliftedconsulting.com/services/upsales.md",
"steps": [
{
"number": 1,
"section": "Get your API key",
"title": "Check the API is switched on",
"instructions": "Click **Settings**, then **Account**, then **Billing portal**. Open **Products** and check the API is active. If it isn't, activate it there.\n\n> **Tip:**\n> If you're not sure, skip this step. If the next steps don't work, come back here."
},
{
"number": 2,
"section": "Get your API key",
"title": "Open API keys",
"instructions": "Click **Settings**, then **Account**, then **Security**, then **API keys**."
},
{
"number": 3,
"section": "Get your API key",
"title": "Create a new key",
"instructions": "Click **New API key**. Type a name, for example \"Uplifted Consulting\"."
},
{
"number": 4,
"section": "Get your API key",
"title": "Generate and copy it",
"instructions": "Click **Generate key**. Copy the key straight away.\n\n> **Careful:**\n> Upsales shows the key **only once**. Copy it before you close the window."
}
]
},
{
"slug": "clickup",
"name": "ClickUp",
"category": "CRM & databases",
"summary": "Find your ClickUp API token and send it to us. About 2 minutes.",
"what_we_need": "1 personal API token",
"time": "about 2 minutes",
"who_can_do_this": "any ClickUp user. The token can only see what that user can see, so use an account that has access to the right Spaces.",
"plan_needed": "works on all ClickUp plans, including Free",
"start_url": "https://app.clickup.com",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/clickup",
"page_markdown": "https://guide.upliftedconsulting.com/services/clickup.md",
"steps": [
{
"number": 1,
"section": "Get your API token",
"title": "Log in to ClickUp",
"instructions": "Go to [app.clickup.com](https://app.clickup.com) and log in."
},
{
"number": 2,
"section": "Get your API token",
"title": "Open Settings",
"instructions": "Click your profile picture (avatar). Click **Settings**."
},
{
"number": 3,
"section": "Get your API token",
"title": "Go to Apps",
"instructions": "In the left sidebar, click **Apps**."
},
{
"number": 4,
"section": "Get your API token",
"title": "Generate and copy the token",
"instructions": "Under **API Token**, click **Generate**. Then click **Copy**.\n\n> **Careful:**\n> Copy the whole token. It starts with `pk_`."
}
]
},
{
"slug": "moneybird",
"name": "Moneybird",
"category": "Finance & invoicing",
"summary": "Create a Moneybird API token, find your administration ID, and send both to us. About 4 minutes.",
"what_we_need": "1 personal API token **and** your administration ID",
"time": "about 4 minutes",
"who_can_do_this": "a Moneybird user with access to the right administration (ideally the owner)",
"plan_needed": "works on paid Moneybird plans",
"start_url": "https://moneybird.com/user/applications/new",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/moneybird",
"page_markdown": "https://guide.upliftedconsulting.com/services/moneybird.md",
"steps": [
{
"number": 1,
"section": "Part 1: get your API token",
"title": "Open the new-token page",
"instructions": "Log in to Moneybird. Then go to [moneybird.com/user/applications/new](https://moneybird.com/user/applications/new)."
},
{
"number": 2,
"section": "Part 1: get your API token",
"title": "Choose a personal API token",
"instructions": "Moneybird asks what you want to create. Choose the **personal API token** option (not the external application)."
},
{
"number": 3,
"section": "Part 1: get your API token",
"title": "Name it",
"instructions": "Type a name, for example \"Uplifted Consulting\"."
},
{
"number": 4,
"section": "Part 1: get your API token",
"title": "Tick the permissions",
"instructions": "Tick the boxes for the parts we need. Unless we told you otherwise:\n- `sales_invoices`\n- `documents`\n- `bank`\n- `settings`\n\nLeave the others unticked."
},
{
"number": 5,
"section": "Part 1: get your API token",
"title": "Create and copy the token",
"instructions": "Click **Create**. Copy the token that appears.\n\n> **Careful:**\n> Treat this token like a password. Copy the whole thing."
},
{
"number": 6,
"section": "Part 2: find your administration ID",
"title": "Open your administration",
"instructions": "Go to [moneybird.com](https://moneybird.com) and open the company you want us to work on."
},
{
"number": 7,
"section": "Part 2: find your administration ID",
"title": "Copy the number from the address bar",
"instructions": "Look at the web address at the top. The long number right after `moneybird.com/` is your administration ID.\nExample: `moneybird.com/`**`123456789012345678`**`/sales_invoices`"
}
]
},
{
"slug": "stripe",
"name": "Stripe",
"category": "Finance & invoicing",
"summary": "Create a restricted Stripe key and send it to us. About 5 minutes.",
"what_we_need": "1 restricted API key (starts with `rk_`)",
"time": "about 5 minutes",
"who_can_do_this": "a Stripe user with the **Administrator** or **Developer** role",
"plan_needed": "none. Works on every Stripe account.",
"start_url": "https://dashboard.stripe.com/apikeys",
"inputs_from_uplifted": [
"Whether we need a test key instead of live (optional, default live)"
],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/stripe",
"page_markdown": "https://guide.upliftedconsulting.com/services/stripe.md",
"steps": [
{
"number": 1,
"section": "Create a restricted key",
"title": "Open the API keys page",
"instructions": "Log in to Stripe. Go to [dashboard.stripe.com/apikeys](https://dashboard.stripe.com/apikeys).\nYou can also click **Developers**, then **API keys**."
},
{
"number": 2,
"section": "Create a restricted key",
"title": "Check you are in the right mode",
"instructions": "Look at the top of the page. Make sure you are in **live mode** (or in your sandbox, if we asked for a test key)."
},
{
"number": 3,
"section": "Create a restricted key",
"title": "Start a restricted key",
"instructions": "Click **Create restricted key**.\nIf Stripe asks how you will use the key, choose the option for giving it to **another website or third party**, then click **Continue**."
},
{
"number": 4,
"section": "Create a restricted key",
"title": "Name it",
"instructions": "In **Key name**, type \"Uplifted Consulting\"."
},
{
"number": 5,
"section": "Create a restricted key",
"title": "Set the permissions",
"instructions": "You'll see a list of things in Stripe, each set to **None**. Change only these to **Read**:\n- Customers\n- Charges (and PaymentIntents)\n- Invoices\n- Subscriptions\n- Products and Prices\n\nLeave everything else on **None**. Only choose **Write** if we told you to.\n\n> **Tip:**\n> If we sent you our own list of permissions, use that instead."
},
{
"number": 6,
"section": "Create a restricted key",
"title": "Create the key",
"instructions": "Click **Create key**. Enter the code Stripe sends you."
},
{
"number": 7,
"section": "Create a restricted key",
"title": "Copy the key",
"instructions": "Click the key to copy it.\n\n> **Careful:**\n> In live mode, Stripe shows the key **only once**. Copy it now, before you close the window."
}
]
},
{
"slug": "fatture-in-cloud",
"name": "Fatture in Cloud",
"category": "Finance & invoicing",
"summary": "Connect our app in Fatture in Cloud, copy the token, and send it to us. About 5 minutes.",
"what_we_need": "1 access token (and your Company ID)",
"time": "about 5 minutes",
"who_can_do_this": "a Fatture in Cloud user with access to the right company (ideally the account owner)",
"plan_needed": "any active Fatture in Cloud plan",
"start_url": "https://secure.fattureincloud.it",
"inputs_from_uplifted": [
"Our Client ID"
],
"can_start_immediately": false,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/fatture-in-cloud",
"page_markdown": "https://guide.upliftedconsulting.com/services/fatture-in-cloud.md",
"steps": [
{
"number": 1,
"section": "Get your token",
"title": "Log in",
"instructions": "Go to [secure.fattureincloud.it](https://secure.fattureincloud.it) and log in."
},
{
"number": 2,
"section": "Get your token",
"title": "Open Connected Applications",
"instructions": "Click **Settings** (**Impostazioni**), then **Connected Applications** (**Applicazioni collegate**)."
},
{
"number": 3,
"section": "Get your token",
"title": "Connect a new application",
"instructions": "Click **Connect a new application** (**Collega una nuova applicazione**)."
},
{
"number": 4,
"section": "Get your token",
"title": "Paste our Client ID",
"instructions": "Paste the **Client ID** we sent you."
},
{
"number": 5,
"section": "Get your token",
"title": "Pick your company",
"instructions": "Tick the company (or companies) we should work on."
},
{
"number": 6,
"section": "Get your token",
"title": "Pick the permissions",
"instructions": "Tick the permissions we listed in our message. If we didn't send a list, tick read access for clients, products, issued documents and received documents.\n\n> **Tip:**\n> If you're unsure, it's fine to ask us before you continue. Wrong permissions are easy to fix later."
},
{
"number": 7,
"section": "Get your token",
"title": "Copy the token",
"instructions": "Copy the **Access Token** that appears.\n\n> **Careful:**\n> Copy the whole token. It is long."
}
]
},
{
"slug": "channeldock",
"name": "ChannelDock",
"category": "E-commerce & fulfilment",
"summary": "Create a ChannelDock API key and secret and send them to us. About 3 minutes.",
"what_we_need": "1 API key **and** 1 API secret (we need both)",
"time": "about 3 minutes",
"who_can_do_this": "the account owner or a user with access to Settings",
"plan_needed": "not stated by ChannelDock. If you can open the API page, you have access.",
"start_url": "https://channeldock.com",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/channeldock",
"page_markdown": "https://guide.upliftedconsulting.com/services/channeldock.md",
"steps": [
{
"number": 1,
"section": "Get your API key and secret",
"title": "Log in to ChannelDock",
"instructions": "Go to [channeldock.com](https://channeldock.com) and log in."
},
{
"number": 2,
"section": "Get your API key and secret",
"title": "Open API & Webhooks",
"instructions": "Go to **Settings**, then **API & Webhooks**.\n\n> **Tip:**\n> Shortcut: open [channeldock.com/portal/public/settings/api_keys](https://channeldock.com/portal/public/settings/api_keys) after logging in. Fulfilment centres use [this link](https://channeldock.com/portal/public/centersettings/api_keys) instead."
},
{
"number": 3,
"section": "Get your API key and secret",
"title": "Generate new keys",
"instructions": "In the **API keys** section, click **Generate new API keys**. Add a description, for example \"Uplifted Consulting\"."
},
{
"number": 4,
"section": "Get your API key and secret",
"title": "Copy the key and the secret",
"instructions": "ChannelDock shows an **API key** and an **API secret**. Copy both right away.\n\n> **Careful:**\n> Copy both values. One without the other will not work. The secret may only be shown once."
}
]
},
{
"slug": "goedgepickt",
"name": "GoedGepickt",
"category": "E-commerce & fulfilment",
"summary": "Create a GoedGepickt API key, find your webshop UUID, and send both to us. About 5 minutes.",
"what_we_need": "1 API key and your webshop UUID (an ID code)",
"time": "about 5 minutes",
"who_can_do_this": "a GoedGepickt user with access to **Instellingen** (Settings), usually an admin",
"plan_needed": "GoedGepickt says all users have API access",
"start_url": "https://account.goedgepickt.nl/login",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/goedgepickt",
"page_markdown": "https://guide.upliftedconsulting.com/services/goedgepickt.md",
"steps": [
{
"number": 1,
"section": "Part 1: Create the API key",
"title": "Open Instellingen (Settings)",
"instructions": "Log in to GoedGepickt. Click **Instellingen** (Settings)."
},
{
"number": 2,
"section": "Part 1: Create the API key",
"title": "Open GoedGepickt API",
"instructions": "Click **GoedGepickt API**."
},
{
"number": 3,
"section": "Part 1: Create the API key",
"title": "Name the key",
"instructions": "In **Sleutelnaam** (Key name), type \"Uplifted Consulting\". Leave **API sleutel verloopt op** (API key expires on) empty, unless we agreed an end date."
},
{
"number": 4,
"section": "Part 1: Create the API key",
"title": "Create and copy the key",
"instructions": "Click **Sleutel aanmaken** (Create key). Copy the key straight away.\n\n> **Careful:**\n> GoedGepickt shows the key only once. If you close the page without copying it, you must create a new one."
},
{
"number": 5,
"section": "Part 2: Find your webshop UUID",
"title": "Open Webshops",
"instructions": "Go to **Instellingen** (Settings), then **Webshops**."
},
{
"number": 6,
"section": "Part 2: Find your webshop UUID",
"title": "Click your webshop",
"instructions": "Click the webshop we will connect to."
},
{
"number": 7,
"section": "Part 2: Find your webshop UUID",
"title": "Copy the UUID from the address bar",
"instructions": "Look at the web address at the top of your browser. The UUID is the long code right after `webshops/edit/`. Copy only that code.\n\n> **Tip:**\n> It looks like this: `1a2b3c4d-5e6f-7a8b-9c0d-1e2f3a4b5c6d`. Letters, numbers, and dashes."
}
]
},
{
"slug": "tally",
"name": "Tally",
"category": "Forms & scheduling",
"summary": "Create a Tally API key and send it to us. About 2 minutes.",
"what_we_need": "1 API key",
"time": "about 2 minutes",
"who_can_do_this": "the person who owns the forms (the key works with that person's access)",
"plan_needed": "Tally does not list the API as a paid feature. Webhooks are free on all plans.",
"start_url": "https://tally.so",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/tally",
"page_markdown": "https://guide.upliftedconsulting.com/services/tally.md",
"steps": [
{
"number": 1,
"section": "Get your API key",
"title": "Log in to Tally",
"instructions": "Go to [tally.so](https://tally.so) and log in."
},
{
"number": 2,
"section": "Get your API key",
"title": "Open API keys",
"instructions": "Go to **Settings**, then **API keys**. Shortcut: [tally.so/settings/api-keys](https://tally.so/settings/api-keys)."
},
{
"number": 3,
"section": "Get your API key",
"title": "Create the key",
"instructions": "Click **Create API key**. If asked for a name, type \"Uplifted Consulting\"."
},
{
"number": 4,
"section": "Get your API key",
"title": "Copy the key",
"instructions": "Copy the key straight away. It starts with `tly-`.\n\n> **Careful:**\n> Tally shows the key only once. If you lose it, create a new one."
}
]
},
{
"slug": "cal-com",
"name": "Cal.com",
"category": "Forms & scheduling",
"summary": "Create a Cal.com API key and send it to us. About 2 minutes.",
"what_we_need": "1 API key",
"time": "about 2 minutes",
"who_can_do_this": "the person whose calendar and bookings we will work with. Each user makes their own key.",
"plan_needed": "API keys are available on all Cal.com account types",
"start_url": "https://app.cal.com",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/cal-com",
"page_markdown": "https://guide.upliftedconsulting.com/services/cal-com.md",
"steps": [
{
"number": 1,
"section": "Get your API key",
"title": "Log in to Cal.com",
"instructions": "Go to [app.cal.com](https://app.cal.com) and log in."
},
{
"number": 2,
"section": "Get your API key",
"title": "Open Settings",
"instructions": "Click your name, then **Settings** (sometimes called **My Settings**)."
},
{
"number": 3,
"section": "Get your API key",
"title": "Open API keys",
"instructions": "In the left menu, find **Developer** and click **API keys**. Shortcut: [app.cal.com/settings/developer/api-keys](https://app.cal.com/settings/developer/api-keys).\n\n> **Note:**\n> Don't see it? Look under **Security** instead. Cal.com has moved this page before."
},
{
"number": 4,
"section": "Get your API key",
"title": "Create the key",
"instructions": "Click **+ Add** (top right). Name it \"Uplifted Consulting\". For expiry, choose **Never expires**, or the date we agreed. Click **Save**."
},
{
"number": 5,
"section": "Get your API key",
"title": "Copy the key",
"instructions": "Copy the key straight away. It starts with `cal_live_`.\n\n> **Careful:**\n> Cal.com shows the key only once. If you lose it, create a new one."
}
]
},
{
"slug": "slack-app",
"name": "Slack",
"category": "Connected apps (Slack, Google)",
"summary": "Create a Slack app for your workspace from the file we send you, then send us 4 values. About 10 minutes.",
"what_we_need": "4 values (a bot token, a signing secret, a client ID and a client secret)",
"time": "about 10 minutes",
"who_can_do_this": "a Slack workspace admin or owner. If you are not an admin, see [I am not an admin](#something-not-right) below.",
"plan_needed": "any Slack plan, including the free plan",
"start_url": "https://api.slack.com/apps",
"inputs_from_uplifted": [
"The Slack app manifest (a settings file)",
"The list of channels to add the app to"
],
"can_start_immediately": false,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/slack-app",
"page_markdown": "https://guide.upliftedconsulting.com/services/slack-app.md",
"steps": [
{
"number": 1,
"section": "Step 1: Create the app",
"title": "Open the Slack apps page",
"instructions": "Go to [api.slack.com/apps](https://api.slack.com/apps) and log in with your Slack account."
},
{
"number": 2,
"section": "Step 1: Create the app",
"title": "Start a new app",
"instructions": "Click **Create New App**."
},
{
"number": 3,
"section": "Step 1: Create the app",
"title": "Choose 'From a manifest'",
"instructions": "A window opens with two choices. Click **From a manifest**."
},
{
"number": 4,
"section": "Step 1: Create the app",
"title": "Pick your workspace",
"instructions": "Choose your company workspace from the list. Click **Next**.\n\n> **Tip:**\n> If you are in more than one workspace, pick the one we are automating."
},
{
"number": 5,
"section": "Step 1: Create the app",
"title": "Paste the manifest",
"instructions": "Delete any text already in the box. Paste the manifest we sent you. Click **Next**.\n\n> **Careful:**\n> The box has two tabs, **JSON** and **YAML**. Use the tab that matches what we sent you. We will tell you which one."
},
{
"number": 6,
"section": "Step 1: Create the app",
"title": "Check and create",
"instructions": "Slack shows a summary. Click **Create**."
},
{
"number": 7,
"section": "Step 2: Install the app in your workspace",
"title": "Open OAuth & Permissions",
"instructions": "In the left menu of your new app, click **OAuth & Permissions**."
},
{
"number": 8,
"section": "Step 2: Install the app in your workspace",
"title": "Install it",
"instructions": "Click **Install to Workspace**."
},
{
"number": 9,
"section": "Step 2: Install the app in your workspace",
"title": "Allow access",
"instructions": "Slack shows what the app can do. Click **Allow**."
},
{
"number": 10,
"section": "Step 3: Copy the 4 values",
"title": "Copy the Bot User OAuth Token",
"instructions": "Stay on **OAuth & Permissions**. Under **OAuth Tokens**, find **Bot User OAuth Token**. Click **Copy**.\n\n> **Done:**\n> It starts with `xoxb-`. If yours starts with `xoxp-`, you copied the wrong token."
},
{
"number": 11,
"section": "Step 3: Copy the 4 values",
"title": "Open Basic Information",
"instructions": "In the left menu, click **Basic Information**. Scroll to **App Credentials**."
},
{
"number": 12,
"section": "Step 3: Copy the 4 values",
"title": "Copy the Client ID",
"instructions": "Copy the value under **Client ID**."
},
{
"number": 13,
"section": "Step 3: Copy the 4 values",
"title": "Copy the Client Secret",
"instructions": "Next to **Client Secret**, click **Show**. Copy the value."
},
{
"number": 14,
"section": "Step 3: Copy the 4 values",
"title": "Copy the Signing Secret",
"instructions": "Next to **Signing Secret**, click **Show**. Copy the value.\n\n> **Careful:**\n> Do not click **Regenerate** on any of these. That creates a new value and breaks the old one."
},
{
"number": 15,
"section": "Step 4: Add the app to your channels",
"title": "Open a channel",
"instructions": "Open each channel we told you the automation needs."
},
{
"number": 16,
"section": "Step 4: Add the app to your channels",
"title": "Invite the app",
"instructions": "In the message box, type `/invite @` and the app name. For example `/invite @Uplifted Automations`. Press **Enter**.\n\n> **Tip:**\n> The app name is in the manifest we sent you, next to `name`."
},
{
"number": 17,
"section": "Step 4: Add the app to your channels",
"title": "Repeat",
"instructions": "Do the same for every channel on our list."
}
]
},
{
"slug": "gmail-google",
"name": "Gmail and Google",
"category": "Connected apps (Slack, Google)",
"summary": "Set up a private Google connection for our automations, then send us 2 values. About 15 minutes.",
"what_we_need": "2 values (a Client ID and a Client Secret), then one short sign-in",
"time": "about 15 minutes, plus a 5-minute sign-in at the end",
"who_can_do_this": "anyone with the Google account we are automating. For company accounts, an admin is best.",
"plan_needed": "none. This part of Google Cloud is free.",
"start_url": "https://console.cloud.google.com",
"inputs_from_uplifted": [
"The redirect URL for our automation tool (n8n)",
"Which Google tools to switch on (Gmail, Drive, Sheets, Calendar)"
],
"can_start_immediately": false,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/gmail-google",
"page_markdown": "https://guide.upliftedconsulting.com/services/gmail-google.md",
"steps": [
{
"number": 1,
"section": "Step 1: Create a project",
"title": "Open Google Cloud",
"instructions": "Go to [console.cloud.google.com](https://console.cloud.google.com). Log in with the Google account we are automating. If asked, accept the terms."
},
{
"number": 2,
"section": "Step 1: Create a project",
"title": "Open the project list",
"instructions": "At the top of the page, click the project picker. It may say **Select a project**."
},
{
"number": 3,
"section": "Step 1: Create a project",
"title": "Create a new project",
"instructions": "Click **New project**. Name it `n8n automations`. Leave the other fields as they are. Click **Create**."
},
{
"number": 4,
"section": "Step 1: Create a project",
"title": "Select it",
"instructions": "Wait a few seconds. Open the project picker again and click your new project. Its name now shows at the top of the page.\n\n> **Done:**\n> Always check the project name at the top before each step below."
},
{
"number": 5,
"section": "Step 2: Switch on the Google tools",
"title": "Open the API Library",
"instructions": "Go to [the API Library](https://console.cloud.google.com/apis/library). You can also use the menu: **APIs & Services** then **Library**."
},
{
"number": 6,
"section": "Step 2: Switch on the Google tools",
"title": "Switch on Gmail",
"instructions": "Search for **Gmail API**. Click it. Click **Enable**."
},
{
"number": 7,
"section": "Step 2: Switch on the Google tools",
"title": "Switch on the others we asked for",
"instructions": "Go back to the Library. Do the same for each tool on our list:\n- **Google Drive API**\n- **Google Sheets API**\n- **Google Calendar API**\n- **Google Docs API**\n\nOnly switch on the ones we asked for.\n\n> **Note:**\n> If we need Sheets or Docs, also switch on **Google Drive API**. They need it to work."
},
{
"number": 8,
"section": "Step 3: Fill in the connection form",
"title": "Open Google Auth Platform",
"instructions": "Go to [Google Auth Platform](https://console.cloud.google.com/auth/overview). Click **Get started**."
},
{
"number": 9,
"section": "Step 3: Fill in the connection form",
"title": "App information",
"instructions": "For **App name**, type `n8n automations`. For **User support email**, pick your own email. Click **Next**."
},
{
"number": 10,
"section": "Step 3: Fill in the connection form",
"title": "Audience: who can use it",
"instructions": "This choice matters. Pick based on your account type.\n\n#### Google Workspace\n\nChoose **Internal**. Click **Next**.\n\nInternal means only people in your company can use it. Google does not need to review it. The connection does not expire.\n\n#### Personal Gmail\n\nChoose **External**. Click **Next**.\n\n**Internal** is greyed out for personal Gmail. That is normal."
},
{
"number": 11,
"section": "Step 3: Fill in the connection form",
"title": "Contact information",
"instructions": "Type your email address. Click **Next**."
},
{
"number": 12,
"section": "Step 3: Fill in the connection form",
"title": "Finish",
"instructions": "Tick the box to agree to the **Google API Services: User Data Policy**. Click **Continue**, then **Create**."
},
{
"number": 13,
"section": "Step 3: Fill in the connection form",
"title": "Open Audience",
"instructions": "In the Google Auth Platform menu on the left, click **Audience**."
},
{
"number": 14,
"section": "Step 3: Fill in the connection form",
"title": "Add test users",
"instructions": "Under **Test users**, click **Add users**. Type the Gmail address we are automating. Click **Save**."
},
{
"number": 15,
"section": "Step 4: Create the keys",
"title": "Open Clients",
"instructions": "In the Google Auth Platform menu on the left, click **Clients**. Or go to [the Clients page](https://console.cloud.google.com/auth/clients)."
},
{
"number": 16,
"section": "Step 4: Create the keys",
"title": "Create a client",
"instructions": "Click **Create client**."
},
{
"number": 17,
"section": "Step 4: Create the keys",
"title": "Choose the type",
"instructions": "For **Application type**, choose **Web application**. For **Name**, type `n8n`."
},
{
"number": 18,
"section": "Step 4: Create the keys",
"title": "Add our redirect address",
"instructions": "Scroll to **Authorized redirect URIs**. Click **Add URI**. Paste the redirect address we sent you.\n\n> **Careful:**\n> Paste it exactly. No space at the start or end. One wrong letter and the sign-in fails."
},
{
"number": 19,
"section": "Step 4: Create the keys",
"title": "Create",
"instructions": "Leave **Authorized JavaScript origins** empty. Click **Create**."
},
{
"number": 20,
"section": "Step 4: Create the keys",
"title": "Copy both values now",
"instructions": "A window opens with your **Client ID** and **Client Secret**. Copy both into a note, each with its name.\n\n> **Careful:**\n> **Google only shows the Client Secret this one time.** Copy it before you close the window. You can also click **Download JSON** to save a copy. If you lose it, see \"I closed the window before copying the secret\" below."
},
{
"number": 21,
"section": "Step 6: Sign in with Google (5 minutes)",
"title": "Click 'Sign in with Google'",
"instructions": "Open the link we sent you and click **Sign in with Google**."
},
{
"number": 22,
"section": "Step 6: Sign in with Google (5 minutes)",
"title": "Pick your account",
"instructions": "Choose the Google account we are automating."
},
{
"number": 23,
"section": "Step 6: Sign in with Google (5 minutes)",
"title": "Approve",
"instructions": "Google lists what the connection can do, for example \"Read, compose and send emails\". Tick the boxes if shown. Click **Continue** or **Allow**.\n\n#### Google Workspace\n\nYou should go straight through.\n\n#### Personal Gmail\n\nYou will see **Google hasn't verified this app**. This is expected. The app is yours, so it is safe. Click **Continue**."
}
]
},
{
"slug": "openai",
"name": "OpenAI",
"category": "AI providers",
"summary": "Set up a separate OpenAI project with a spending cap, create a key, and send it to us. About 10 minutes.",
"what_we_need": "1 API key from a project made just for us",
"time": "about 10 minutes",
"who_can_do_this": "an Owner of your OpenAI API organization (Owners manage billing and projects)",
"plan_needed": "prepaid credits on your API account. Minimum top-up is $5. A ChatGPT subscription does not include API use.",
"start_url": "https://platform.openai.com",
"inputs_from_uplifted": [
"Suggested monthly spending cap (optional)"
],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/openai",
"page_markdown": "https://guide.upliftedconsulting.com/services/openai.md",
"steps": [
{
"number": 1,
"section": "Step 1: Add credits (skip if you already have some)",
"title": "Open Billing",
"instructions": "Log in to [platform.openai.com](https://platform.openai.com). Open **Settings**, then **Billing**."
},
{
"number": 2,
"section": "Step 1: Add credits (skip if you already have some)",
"title": "Add credits",
"instructions": "Click **Buy credits** or **Add to credit balance** (you will see one of them). Add a payment method if asked. Pick an amount and confirm.\n\n> **Tip:**\n> Auto-recharge is on by default. Turn it off if you don't want automatic top-ups."
},
{
"number": 3,
"section": "Step 2: Create a project for us",
"title": "Open Projects",
"instructions": "In **Settings**, open **Projects**. Click **Create project**."
},
{
"number": 4,
"section": "Step 2: Create a project for us",
"title": "Name it",
"instructions": "Name it \"Uplifted Consulting\" and click **Create**."
},
{
"number": 5,
"section": "Step 3: Set a monthly spending cap",
"title": "Open the project's Limits",
"instructions": "Make sure the new project is selected (top left). In **Settings**, under the project, click **Limits**."
},
{
"number": 6,
"section": "Step 3: Set a monthly spending cap",
"title": "Set the cap",
"instructions": "In **Spend**, click **Edit spend limit**. Type a **Monthly spend limit** (we will suggest one). Turn on **Enforce a hard limit** so usage stops at the cap. Save."
},
{
"number": 7,
"section": "Step 4: Create the API key",
"title": "Open API keys",
"instructions": "With the new project still selected, open **API keys** (in **Settings**, under the project). Click **Create new secret key**."
},
{
"number": 8,
"section": "Step 4: Create the API key",
"title": "Fill in the form",
"instructions": "Name it \"Uplifted Consulting\". If you can choose who owns the key, choose **Service account**. This way the key keeps working even if someone leaves your team. Check that the project is ours. Leave permissions on **All**. Click **Create secret key**."
},
{
"number": 9,
"section": "Step 4: Create the API key",
"title": "Copy the key",
"instructions": "Copy the key straight away. It starts with `sk-`.\n\n> **Careful:**\n> OpenAI shows the key only once. If you lose it, create a new one."
}
]
},
{
"slug": "anthropic",
"name": "Anthropic (Claude API)",
"category": "AI providers",
"summary": "Set up a separate Claude workspace with a spending cap, create a key, and send it to us. About 10 minutes.",
"what_we_need": "1 API key, linked to a workspace made just for us",
"time": "about 10 minutes",
"who_can_do_this": "an organization admin in the Claude Console (only admins create workspaces; admin or billing role buys credits)",
"plan_needed": "prepaid API credits. A Claude.ai subscription (Pro, Max, Team) does not include API use.",
"start_url": "https://platform.claude.com",
"inputs_from_uplifted": [
"Suggested monthly spending cap (optional)"
],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/anthropic",
"page_markdown": "https://guide.upliftedconsulting.com/services/anthropic.md",
"steps": [
{
"number": 1,
"section": "Step 1: Add credits (skip if you already have some)",
"title": "Open Billing",
"instructions": "Log in to [platform.claude.com](https://platform.claude.com). Go to **Settings**, then **Billing**."
},
{
"number": 2,
"section": "Step 1: Add credits (skip if you already have some)",
"title": "Buy credits",
"instructions": "Click **Buy credits**. Enter an amount and confirm. Credits are ready right away.\n\n> **Tip:**\n> Leave auto-reload off. Then you can never spend more than the credits you bought."
},
{
"number": 3,
"section": "Step 2: Create a workspace for us",
"title": "Open Workspaces",
"instructions": "Go to [platform.claude.com/settings/workspaces](https://platform.claude.com/settings/workspaces). Click **Create workspace**."
},
{
"number": 4,
"section": "Step 2: Create a workspace for us",
"title": "Name it",
"instructions": "Name it \"Uplifted Consulting\", pick any colour, and click **Create workspace**."
},
{
"number": 5,
"section": "Step 2: Create a workspace for us",
"title": "Set a monthly spending cap",
"instructions": "Click the new workspace in the list. In the panel that opens, click **Spend limits**. Enter a monthly limit (we will suggest one) and save."
},
{
"number": 6,
"section": "Step 3: Create the API key",
"title": "Open API keys",
"instructions": "Go to [platform.claude.com/settings/keys](https://platform.claude.com/settings/keys). Click **Create key**."
},
{
"number": 7,
"section": "Step 3: Create the API key",
"title": "Fill in the form",
"instructions": "- **Name:** \"Uplifted Consulting\".\n- **Expiration:** **Never**, or the date we agreed.\n- **Linked account:** pick a service account if you have one. If not, pick yourself.\n- **Workspace:** pick the \"Uplifted Consulting\" workspace.\n\nClick to create the key."
},
{
"number": 8,
"section": "Step 3: Create the API key",
"title": "Copy the key",
"instructions": "Copy the key straight away. It starts with `sk-ant-`.\n\n> **Careful:**\n> The key is only shown once. If you lose it, create a new one."
}
]
},
{
"slug": "openrouter",
"name": "OpenRouter",
"category": "AI providers",
"summary": "Create an OpenRouter API key with a spending cap and send it to us. About 5 minutes.",
"what_we_need": "1 API key, with a credit limit",
"time": "about 5 minutes",
"who_can_do_this": "the account owner",
"plan_needed": "no plan. You pay as you go with prepaid credits.",
"start_url": "https://openrouter.ai/settings/credits",
"inputs_from_uplifted": [
"Suggested credit limit (optional)"
],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/openrouter",
"page_markdown": "https://guide.upliftedconsulting.com/services/openrouter.md",
"steps": [
{
"number": 1,
"section": "Step 1: Add credits (skip if you already have some)",
"title": "Open Credits",
"instructions": "Log in and go to [openrouter.ai/settings/credits](https://openrouter.ai/settings/credits).\n\n![\"Credits](\"/images/services/openrouter/01-credits.png\")
"
},
{
"number": 2,
"section": "Step 1: Add credits (skip if you already have some)",
"title": "Add credits",
"instructions": "Add the amount we agreed and pay. A small card fee applies."
},
{
"number": 3,
"section": "Step 2: Create the API key",
"title": "Open API keys",
"instructions": "Go to [openrouter.ai/settings/keys](https://openrouter.ai/settings/keys). Click **New Key** (top right).\n\n![\"API](\"/images/services/openrouter/02-keys-page.png\")
"
},
{
"number": 4,
"section": "Step 2: Create the API key",
"title": "Name it and set a limit",
"instructions": "- **Name:** \"Uplifted Consulting\".\n- **Expiration:** choose **No expiration**, unless we agreed an end date.\n- **Credit limit:** the amount we agreed ($50, $250, $1,000 or **Custom amount**). This caps what the key can spend.\n- **Reset limit every...:** choose **Monthly** if you want the limit to refill each month. Leave it as it is for a one-time cap.\n\nClick **Create**.\n\n![\"Create](\"/images/services/openrouter/03-key-form.png\")
"
},
{
"number": 5,
"section": "Step 2: Create the API key",
"title": "Copy the key",
"instructions": "Under **Your new key**, click the copy icon next to the key. It starts with `sk-or-`.\n\n> **Careful:**\n> The key is only shown once. If you lose it, create a new one.\n\n![\"New](\"/images/services/openrouter/04-copy-key.png\")
"
}
]
},
{
"slug": "fireflies",
"name": "Fireflies",
"category": "Meetings",
"summary": "Find your Fireflies API key and send it to us. About 2 minutes.",
"what_we_need": "1 API key",
"time": "about 2 minutes",
"who_can_do_this": "the person whose meetings we need. The key works with that person's access.",
"plan_needed": "Fireflies says the API is available to all users",
"start_url": "https://app.fireflies.ai",
"inputs_from_uplifted": [],
"can_start_immediately": true,
"key_name_to_use": "Uplifted Consulting",
"delivery": "https://guide.upliftedconsulting.com/start-here/sending-securely.md",
"page_html": "https://guide.upliftedconsulting.com/services/fireflies",
"page_markdown": "https://guide.upliftedconsulting.com/services/fireflies.md",
"steps": [
{
"number": 1,
"section": "Get your API key",
"title": "Log in to Fireflies",
"instructions": "Go to [app.fireflies.ai](https://app.fireflies.ai) and log in."
},
{
"number": 2,
"section": "Get your API key",
"title": "Open Integrations",
"instructions": "Click **Integrations** in the left sidebar. In the **Search** box on the right, type **Fireflies API** and click the card.\n\n![\"Integrations](\"/images/services/fireflies/01-integrations.png\")
"
},
{
"number": 3,
"section": "Get your API key",
"title": "Get the key",
"instructions": "Click **Get API Key**. Fireflies opens Settings on the **MCP & API** page.\n\n> **Tip:**\n> Another way in: **Settings**, then **MCP & API** in the left menu, on the **Personal** tab.\n\n![\"Developer](\"/images/services/fireflies/02-developer-settings.png\")
"
},
{
"number": 4,
"section": "Get your API key",
"title": "Copy the key",
"instructions": "Scroll to **Developer Settings**. Under **API Key**, click the copy icon (the right-most button next to the key). Don't click the arrows icon: that makes a new key and breaks anything using the old one.\n\n> **Careful:**\n> Copy the whole key. It is a long string of letters and numbers.\n\n![\"API](\"/images/services/fireflies/03-copy-key.png\")
"
}
]
}
]
}