Skill UI

This comprehensive guide details the setup process for the Fondo platform, designed for automated startup bookkeeping, tax filing, and tracking R&D tax credits. Users must connect core financial sources, including payroll providers (e.g., Gusto, QuickBooks), corporate bank accounts (via Plaid), and expense management tools (e.g., Brex, Ramp). Following these steps ensures seamless data synchronization and compliance for US-incorporated businesses.

A comprehensive guide detailing the process of migrating bookkeeping and accounting services to Fondo. It covers multiple scenarios, including transfers from DIY solutions, other firms (like QuickBooks, Pilot, Bench), and managing changes in accountants. The guide outlines necessary data preparation (GL exports, bank statements, tax records) and the phased onboarding process to ensure seamless financial continuity for growing businesses.

This comprehensive workflow automates the entire sales journey within HubSpot CRM. It handles lead capture and upserting contacts, creating or retrieving associated companies, and subsequently generating a new deal in the defined sales pipeline. Users can also advance deal stages and log activity notes, ensuring a complete and traceable end-to-end sales process automation. Ideal for implementing robust lead nurturing and sales operations.

This skill provides comprehensive automation for core HubSpot business processes. It manages marketing automation tasks, including creating and updating contact lists, processing form submissions, and executing marketing email campaigns. Furthermore, it handles the full customer support lifecycle by creating, updating, and closing support tickets and follow-up tasks.

This guide provides a comprehensive approach to setting up secure webhook endpoints for HubSpot CRM events. It demonstrates best practices for handling real-time data changes, including robust v3/v2 signature verification to ensure data integrity. Furthermore, it implements idempotent logic to prevent duplicate event processing when integrating a custom system with HubSpot's contact, company, or deal records.

This skill provides comprehensive integration with the Podium API, a robust platform for managing business messaging, customer reviews, and payment processing. It utilizes OAuth2 authentication and REST API calls to automate complex business workflows, allowing users to retrieve location data, manage customer communications, and ensure reliable transaction handling. Ideal for automating customer service and core operational tasks within a SaaS business context.

This workflow guides the setup of a complete two-way communication system using the Podium API. It demonstrates how to set up webhooks to automatically receive inbound messages, implement auto-reply logic, and programmatically send outbound replies. It is essential for businesses needing to unify customer messaging, manage reviews, and process payments through a single integrated channel.

This workflow integrates with the Podium API to manage key business functions, including requesting customer reviews, listing and tracking review status, and creating formal payment invoices. It is designed for automating post-service communications and handling billing processes within a comprehensive business environment.

This skill provides comprehensive integration patterns for the Podium platform via its REST API. It is designed to connect various business functions, including automated messaging, customer review management, and payment processing. The guide details implementing OAuth2 authentication, robust API calling patterns, and essential error handling (e.g., rate limiting, token refresh). Use this when integrating Podium into a larger application to streamline communication workflows.

This skill scans live websites or local codebases to detect all data collection signals, including cookies, analytics, forms, and third-party processors. It then generates a comprehensive, 12-section privacy policy tailored for GDPR and CCPA compliance. The system maps detected data touchpoints to specific legal bases (Consent, Contract, etc.), ensuring the resulting policy accurately reflects the actual data practices of your application or website.

This skill provides comprehensive integration patterns for the Procore construction management platform using its robust REST API and OAuth2 authentication. It is designed for automating critical construction workflows, such as managing project data, processing Requests for Information (RFIs), handling submittals, and interacting with core project management services programmatically.

This skill provides patterns for Procore upgrade migration and platform integration using the REST API and OAuth2 authentication. It allows programmatic interaction with the Procore platform for core construction management tasks, including project lifecycle management, RFI tracking, and submittal processing, ensuring seamless workflow automation.