# Heffl Docs

## Docs

- [Account settings](https://docs.heffl.com/account-settings.md)
- [Adding and managing companies](https://docs.heffl.com/adding-and-managing-companies.md)
- [Adding and managing contacts](https://docs.heffl.com/adding-and-managing-contacts.md)
- [Adding and managing deals](https://docs.heffl.com/adding-and-managing-deals.md)
- [Adding notes and tags to a lead](https://docs.heffl.com/adding-notes-and-tags-to-a-lead.md)
- [Authentication (Legacy v1)](https://docs.heffl.com/api-reference/authentication.md): How to authenticate with the Heffl legacy API v1
- [Legacy API (v1)](https://docs.heffl.com/api-reference/introduction.md): Heffl REST API v1 — maintained for existing integrations
- [Webhook Events](https://docs.heffl.com/api-reference/webhook-events.md): Complete catalog of webhook event types and their payloads
- [Webhooks](https://docs.heffl.com/api-reference/webhooks.md): Receive real-time notifications when events happen in your workspace
- [Add a form field](https://docs.heffl.com/api-v2-reference/objects/add-a-form-field.md): Adds a question to a form (on its first page). SINGLE_OPTION / MULTIPLE_OPTION fields require a non-empty `values` list of allowed options. Returns the updated field list.
- [Create a form submission](https://docs.heffl.com/api-v2-reference/objects/create-a-form-submission.md): Submits an answer set for a form. `data` is an object keyed by field key (cf_*); list the form fields first to discover keys, data types, and allowed options. Returns the created submission.
- [Create company](https://docs.heffl.com/api-v2-reference/objects/create-company.md): Creates a new company record. The company is assigned to the user associated with your API key. Related entity IDs use prefixed string IDs (for example `cs_`, `usr_`). Custom field values use `cf_*` keys — see the [Custom fields](/api-v2/custom-fields) guide.
- [Create contact](https://docs.heffl.com/api-v2-reference/objects/create-contact.md): Creates a new contact record. The contact is assigned to the user associated with your API key. Related entity IDs use prefixed string IDs (for example `clt_`, `cs_`, `usr_`). Custom field values use `cf_*` keys — see the [Custom fields](/api-v2/custom-fields) guide.
- [Create deal](https://docs.heffl.com/api-v2-reference/objects/create-deal.md): Creates a new deal in your CRM pipeline. Related entity IDs use prefixed string IDs (for example `clt_`, `dpl_`, `dps_`). Custom field values use `cf_*` keys — see the [Custom fields](/api-v2/custom-fields) guide.
- [Create form](https://docs.heffl.com/api-v2-reference/objects/create-form.md): Creates a new form. Optionally pass `fields` to add questions to the form's first page in one call. SINGLE_OPTION / MULTIPLE_OPTION fields must include a non-empty `values` list of allowed options.
- [Create project](https://docs.heffl.com/api-v2-reference/objects/create-project.md): Creates a new project. Required: title, pipelineId (ppl_). Optional stageId (pps_) — if omitted, the first OPEN stage in the pipeline is used. Call GET /project-pipelines to discover IDs. projectLeadId defaults to the API key user. Custom field values use `cf_*` keys — see the [Custom fields](/api-v…
- [Create quotation](https://docs.heffl.com/api-v2-reference/objects/create-quotation.md): Creates a new quotation with line items. Requires clientId (clt_) and templateId (tpl_). Custom field values use `cf_*` keys — see the [Custom fields](/api-v2/custom-fields) guide.
- [Create task](https://docs.heffl.com/api-v2-reference/objects/create-task.md): Creates a new task. Link it to a deal, lead, or project using `entity` and `entityId`. Custom field values use `cf_*` keys — see the [Custom fields](/api-v2/custom-fields) guide.
- [Delete a company](https://docs.heffl.com/api-v2-reference/objects/delete-a-company.md): Permanently deletes a company. Will fail if the company has associated deals, invoices, or quotations.
- [Delete a contact](https://docs.heffl.com/api-v2-reference/objects/delete-a-contact.md): Permanently deletes a contact. Will fail if the contact has associated deals, invoices, or quotations.
- [Delete a deal](https://docs.heffl.com/api-v2-reference/objects/delete-a-deal.md): Permanently deletes a deal. Will fail if the deal has associated quotations, projects, or documents.
- [Delete a form](https://docs.heffl.com/api-v2-reference/objects/delete-a-form.md): Permanently deletes a form and all of its submissions. Returns the form ID and deleted: true.
- [Delete a form field](https://docs.heffl.com/api-v2-reference/objects/delete-a-form-field.md): Removes a question from a form, identified by its field `key`. Existing submissions keep their stored answers. Returns the field key and deleted: true.
- [Delete a form submission](https://docs.heffl.com/api-v2-reference/objects/delete-a-form-submission.md): Permanently deletes a submission. Returns the submission ID and deleted: true.
- [Delete a project](https://docs.heffl.com/api-v2-reference/objects/delete-a-project.md): Permanently deletes a project and its sections and files. Tasks, invoices, and other linked records may block deletion.
- [Delete a quotation](https://docs.heffl.com/api-v2-reference/objects/delete-a-quotation.md): Permanently deletes a quotation.
- [Delete a task](https://docs.heffl.com/api-v2-reference/objects/delete-a-task.md): Permanently deletes a task.
- [Get a deal](https://docs.heffl.com/api-v2-reference/objects/get-a-deal.md): Retrieves a single deal by its ID.
- [Get a form](https://docs.heffl.com/api-v2-reference/objects/get-a-form.md): Retrieves a single form by its ID (frm_ prefix).
- [Get a form submission](https://docs.heffl.com/api-v2-reference/objects/get-a-form-submission.md): Retrieves a single submission by its ID (cor_ prefix), including all answers in `data`.
- [Get a project](https://docs.heffl.com/api-v2-reference/objects/get-a-project.md): Retrieves a single project by its ID (prj_ prefix).
- [Get a quotation](https://docs.heffl.com/api-v2-reference/objects/get-a-quotation.md): Retrieves a single quotation by its ID (qtn_ prefix), including line items and totals.
- [Get a task](https://docs.heffl.com/api-v2-reference/objects/get-a-task.md): Retrieves a single task by its ID (tsk_ prefix).
- [List companies](https://docs.heffl.com/api-v2-reference/objects/list-companies.md): Returns a paginated list of company records. Supports cursor pagination, full-text search, structured filters (stage, owner, tags, dates), and sorting. Results respect the API key user's ownership permissions. See the [Listing & filters](/api-v2/listing-and-filters) guide for filter syntax.
- [List contacts](https://docs.heffl.com/api-v2-reference/objects/list-contacts.md): Returns a paginated list of contact records. Supports cursor pagination, full-text search, structured filters (stage, owner, tags, dates), and sorting. Results respect the API key user's ownership permissions. See the [Listing & filters](/api-v2/listing-and-filters) guide for filter syntax.
- [List deals](https://docs.heffl.com/api-v2-reference/objects/list-deals.md): Returns a paginated list of deals. Supports cursor pagination, full-text search, structured filters (pipeline, stage, client, owner, status, tags, dates), and sorting. Results respect the API key user's ownership permissions. See the [Listing & filters](/api-v2/listing-and-filters) guide for filter…
- [List form fields](https://docs.heffl.com/api-v2-reference/objects/list-form-fields.md): Returns the ordered list of fields (questions) on a form, including each field's `key`, data type, whether it is required, and the allowed `options` for choice fields. Use the `key` of each field as the property name inside a submission `data` object.
- [List form submissions](https://docs.heffl.com/api-v2-reference/objects/list-form-submissions.md): Returns a paginated list of submissions for a form. Each submission's `data` holds answers keyed by field key (cf_*).
- [List forms](https://docs.heffl.com/api-v2-reference/objects/list-forms.md): Returns a paginated list of forms. Supports cursor pagination and a `search` query that matches the form title.
- [List projects](https://docs.heffl.com/api-v2-reference/objects/list-projects.md): Returns a paginated list of projects. Supports cursor pagination, full-text search (title, number, description), and filtering by status, type, pipeline, stage, client, or project lead.
- [List quotations](https://docs.heffl.com/api-v2-reference/objects/list-quotations.md): Returns a paginated list of quotations. Supports cursor pagination, full-text search, structured filters (status, client, sales person, tags, dates), and sorting. Results respect the API key user's ownership permissions. See the [Listing & filters](/api-v2/listing-and-filters) guide for filter synta…
- [List tasks](https://docs.heffl.com/api-v2-reference/objects/list-tasks.md): Returns a paginated list of tasks. Supports cursor pagination, full-text search, structured filters (status, type, priority, assignees, tags, dates), and sorting. Results respect the API key user's permissions. See the [Listing & filters](/api-v2/listing-and-filters) guide for filter syntax.
- [Update a company](https://docs.heffl.com/api-v2-reference/objects/update-a-company.md): Updates an existing company. Only provided fields will be updated. Custom field values use `cf_*` keys — see the [Custom fields](/api-v2/custom-fields) guide.
- [Update a contact](https://docs.heffl.com/api-v2-reference/objects/update-a-contact.md): Updates an existing contact. Only provided fields will be updated. Custom field values use `cf_*` keys — see the [Custom fields](/api-v2/custom-fields) guide.
- [Update a deal](https://docs.heffl.com/api-v2-reference/objects/update-a-deal.md): Updates an existing deal. Only provided fields will be updated. Custom field values use `cf_*` keys — see the [Custom fields](/api-v2/custom-fields) guide.
- [Update a form](https://docs.heffl.com/api-v2-reference/objects/update-a-form.md): Updates a form's title or description. Only provided fields are changed. To manage questions, use the form field endpoints.
- [Update a form field](https://docs.heffl.com/api-v2-reference/objects/update-a-form-field.md): Updates a question on a form, identified by its field `key`. Only provided properties are changed. For choice fields, `values` replaces the full list of allowed options. A field's data type cannot be changed — delete the field and add a new one to change its type.
- [Update a project](https://docs.heffl.com/api-v2-reference/objects/update-a-project.md): Updates an existing project. Only provided fields will be updated. Moving stageId to a closed (WON) stage completes the project; you can also set status directly. Custom field values use `cf_*` keys — see the [Custom fields](/api-v2/custom-fields) guide.
- [Update a quotation](https://docs.heffl.com/api-v2-reference/objects/update-a-quotation.md): Updates an existing quotation (partial update). Line items and tags replace the full set when provided. Custom field values use `cf_*` keys and are merged with existing values.
- [Update a task](https://docs.heffl.com/api-v2-reference/objects/update-a-task.md): Updates an existing task. Only provided fields will be updated. Custom field values use `cf_*` keys — see the [Custom fields](/api-v2/custom-fields) guide.
- [Add a stage to a deal pipeline](https://docs.heffl.com/api-v2-reference/reference-data/add-a-stage-to-a-deal-pipeline.md): Adds a new stage to an existing pipeline. Returns the created stage with its ID (dps_).
- [Create a deal pipeline](https://docs.heffl.com/api-v2-reference/reference-data/create-a-deal-pipeline.md): Creates a deal pipeline with its stages. A pipeline must include at least one ACTIVE, one WON, and one LOST stage. Returns the new pipeline with stage IDs (dps_) you can use when creating deals.
- [Create client stage](https://docs.heffl.com/api-v2-reference/reference-data/create-client-stage.md): Creates a new client stage. It is added at the end of the stage list.
- [Create lead stage](https://docs.heffl.com/api-v2-reference/reference-data/create-lead-stage.md): Creates a new lead stage. It is added at the end of the stage list.
- [Create product](https://docs.heffl.com/api-v2-reference/reference-data/create-product.md): Creates a new product. Custom field values use `cf_*` keys — see the [Custom fields](/api-v2/custom-fields) guide.
- [Create source](https://docs.heffl.com/api-v2-reference/reference-data/create-source.md): Creates a new CRM source.
- [Create tag](https://docs.heffl.com/api-v2-reference/reference-data/create-tag.md): Creates a new tag for the given entity type.
- [Delete a product](https://docs.heffl.com/api-v2-reference/reference-data/delete-a-product.md): Permanently deletes a product.
- [Delete a source](https://docs.heffl.com/api-v2-reference/reference-data/delete-a-source.md): Permanently deletes a CRM source.
- [Delete a tag](https://docs.heffl.com/api-v2-reference/reference-data/delete-a-tag.md): Permanently deletes a tag and removes it from all associated records.
- [Get a deal pipeline](https://docs.heffl.com/api-v2-reference/reference-data/get-a-deal-pipeline.md): Returns a single deal pipeline with its stages.
- [Get a document template](https://docs.heffl.com/api-v2-reference/reference-data/get-a-document-template.md): Returns a single document template (quotation, invoice, proforma, etc.) including template-scoped custom field definitions.
- [Get a product](https://docs.heffl.com/api-v2-reference/reference-data/get-a-product.md): Returns a single product by ID.
- [Get a project pipeline](https://docs.heffl.com/api-v2-reference/reference-data/get-a-project-pipeline.md): Returns a single project pipeline with its stages. Use stage IDs (pps_) when creating projects or filtering by stageId.
- [List client stages](https://docs.heffl.com/api-v2-reference/reference-data/list-client-stages.md): Returns all client stages ordered by position.
- [List custom field definitions](https://docs.heffl.com/api-v2-reference/reference-data/list-custom-field-definitions.md): Returns custom field definitions for contacts, companies, deals, quotations, or tasks. Use the key values as cf_* fields on create/update.
- [List deal pipelines](https://docs.heffl.com/api-v2-reference/reference-data/list-deal-pipelines.md): Returns all active deal pipelines with stages. Use before creating deals — see Agent workflows guide.
- [List document templates](https://docs.heffl.com/api-v2-reference/reference-data/list-document-templates.md): Returns templates used for Heffl documents (quotations, invoices, proforma invoices, purchase orders, etc.) — not project or email templates. Filter by type (for example quotations) to find a templateId for API creates.
- [List lead stages](https://docs.heffl.com/api-v2-reference/reference-data/list-lead-stages.md): Returns all lead stages ordered by position.
- [List products](https://docs.heffl.com/api-v2-reference/reference-data/list-products.md): Returns a paginated list of products. Supports cursor pagination and search by name.
- [List project pipelines](https://docs.heffl.com/api-v2-reference/reference-data/list-project-pipelines.md): Returns all active project pipelines with their stages. Use before creating or filtering projects — you need a pipeline ID (ppl_) and usually a stage ID (pps_) from the nested stages array.
- [List sources](https://docs.heffl.com/api-v2-reference/reference-data/list-sources.md): Returns all CRM sources (lead/deal sources) for your team. By default only active sources are returned.
- [List tags](https://docs.heffl.com/api-v2-reference/reference-data/list-tags.md): Returns all tags for your team, optionally filtered by the entity type they apply to.
- [List users](https://docs.heffl.com/api-v2-reference/reference-data/list-users.md): Returns a paginated list of users who belong to the API key's team. Supports cursor pagination, search, and filtering by active membership status.
- [Update a client stage](https://docs.heffl.com/api-v2-reference/reference-data/update-a-client-stage.md): Updates a client stage's label.
- [Update a deal pipeline](https://docs.heffl.com/api-v2-reference/reference-data/update-a-deal-pipeline.md): Updates a pipeline's name, icon, or active state. Only provided fields are changed. To add or edit stages, use the stage endpoints.
- [Update a deal pipeline stage](https://docs.heffl.com/api-v2-reference/reference-data/update-a-deal-pipeline-stage.md): Updates a pipeline stage's name, position, probability, rotting days, or type. Only provided fields are changed.
- [Update a lead stage](https://docs.heffl.com/api-v2-reference/reference-data/update-a-lead-stage.md): Updates a lead stage's label or type. Only provided fields are changed.
- [Update a product](https://docs.heffl.com/api-v2-reference/reference-data/update-a-product.md): Updates an existing product. Only provided fields will be updated. Custom field values use `cf_*` keys — see the [Custom fields](/api-v2/custom-fields) guide.
- [Update a source](https://docs.heffl.com/api-v2-reference/reference-data/update-a-source.md): Updates an existing CRM source. Only provided fields will be updated.
- [Update a tag](https://docs.heffl.com/api-v2-reference/reference-data/update-a-tag.md): Updates a tag's name, color, or icon. The tag type cannot be changed.
- [Agent workflows](https://docs.heffl.com/api-v2/agent-workflows.md): Common multi-step API sequences for automation and AI agents
- [Authentication](https://docs.heffl.com/api-v2/authentication.md): Authenticate API v2 requests with API keys
- [Custom fields](https://docs.heffl.com/api-v2/custom-fields.md): Pass and read custom field values in API v2 requests and responses
- [Document templates](https://docs.heffl.com/api-v2/document-templates.md): Templates used for sales and purchase documents — quotations, invoices, proforma invoices, and more
- [Errors](https://docs.heffl.com/api-v2/errors.md): API v2 error format and codes
- [ID prefixes](https://docs.heffl.com/api-v2/id-prefixes.md): Prefixed string IDs used across API v2 requests and responses
- [API v2 Overview](https://docs.heffl.com/api-v2/introduction.md): Heffl REST API v2 — resource-oriented endpoints with consistent envelopes
- [Listing & filters](https://docs.heffl.com/api-v2/listing-and-filters.md): Search, pagination, sorting, and structured filters in API v2 list endpoints
- [Connect Heffl to AI (MCP)](https://docs.heffl.com/api-v2/mcp.md): Let Claude, ChatGPT, or Cursor work with your Heffl data — no coding, no API keys
- [Pagination](https://docs.heffl.com/api-v2/pagination.md): Cursor pagination in API v2
- [Breaking projects into tasks](https://docs.heffl.com/breaking-projects-into-tasks.md)
- [Changelog](https://docs.heffl.com/changelog.md): Product updates and releases for Heffl.
- [Creating and managing custom fields](https://docs.heffl.com/creating-and-managing-custom-fields.md)
- [Creating and managing projects](https://docs.heffl.com/creating-and-managing-projects.md)
- [Creating and sending quotations](https://docs.heffl.com/creating-and-sending-quotations.md)
- [Creating and sharing forms](https://docs.heffl.com/creating-and-sharing-forms.md)
- [Exporting and sharing a quotation](https://docs.heffl.com/exporting-and-sharing-a-quotation.md)
- [Filtering and sorting leads](https://docs.heffl.com/filtering-and-sorting-leads.md)
- [How to Sign Up and Log In](https://docs.heffl.com/getting-started/how-to-sign-up-and-log-in.md)
- [Navigating the interface](https://docs.heffl.com/getting-started/navigating-the-interface.md)
- [Quick start guide (5-minute setup)](https://docs.heffl.com/getting-started/quick-start-guide-5-minute-setup.md)
- [Modules in Heffl: quick overview](https://docs.heffl.com/getting-started/untitled-page.md)
- [Setting up your workspace](https://docs.heffl.com/getting-started/untitled-page-1.md)
- [Inviting your team members](https://docs.heffl.com/getting-started/untitled-page-2.md)
- [Importing leads from a file (upload, select header, map columns)](https://docs.heffl.com/importing-leads-from-a-file-upload-select-header-map-columns.md)
- [Inbox: managing conversations](https://docs.heffl.com/inbox-managing-conversations.md)
- [Integrations and connected apps](https://docs.heffl.com/integrations-and-connected-apps.md)
- [What is Heffl?](https://docs.heffl.com/introduction.md): Welcome to Heffl - the all-in-one agency management platform
- [Introduction to automations](https://docs.heffl.com/introduction-to-automations.md)
- [Introduction to project management in Heffl](https://docs.heffl.com/introduction-to-project-management-in-heffl.md)
- [Invoices: creating, sending, and statuses](https://docs.heffl.com/invoices-creating-sending-and-statuses.md)
- [Create a new client](https://docs.heffl.com/legacy-api-reference/clients/create-a-new-client.md): Creates a new client/company in your CRM. The client will be assigned to the user associated with your API key.
- [Delete a client](https://docs.heffl.com/legacy-api-reference/clients/delete-a-client.md): Permanently deletes a client. Will fail if the client has associated deals, invoices, or quotations.
- [Get a client](https://docs.heffl.com/legacy-api-reference/clients/get-a-client.md): Returns a single client by its public ID.
- [List clients](https://docs.heffl.com/legacy-api-reference/clients/list-clients.md): Returns a paginated list of clients. Supports search and type filtering.
- [Update a client](https://docs.heffl.com/legacy-api-reference/clients/update-a-client.md): Updates an existing client/company in your CRM. Only provided fields will be updated.
- [Create a new deal](https://docs.heffl.com/legacy-api-reference/deals/create-a-new-deal.md): Creates a new deal in your CRM pipeline.
- [Delete a deal](https://docs.heffl.com/legacy-api-reference/deals/delete-a-deal.md): Permanently deletes a deal. Will fail if the deal has associated quotations, projects, or documents.
- [Get a deal](https://docs.heffl.com/legacy-api-reference/deals/get-a-deal.md): Returns a single deal by its public ID.
- [List deals](https://docs.heffl.com/legacy-api-reference/deals/list-deals.md): Returns a paginated list of deals. Supports search and filtering.
- [Update a deal](https://docs.heffl.com/legacy-api-reference/deals/update-a-deal.md): Updates an existing deal. Only provided fields will be updated.
- [Create a new invoice](https://docs.heffl.com/legacy-api-reference/invoices/create-a-new-invoice.md): Creates a new invoice with line items. Returns the invoice with calculated totals.
- [Create a new lead](https://docs.heffl.com/legacy-api-reference/leads/create-a-new-lead.md): Creates a new lead in your CRM. The lead will be assigned to the user associated with your API key.
- [Delete a lead](https://docs.heffl.com/legacy-api-reference/leads/delete-a-lead.md): Permanently deletes a lead. This action cannot be undone.
- [Get a lead](https://docs.heffl.com/legacy-api-reference/leads/get-a-lead.md): Returns a single lead by its public ID.
- [List leads](https://docs.heffl.com/legacy-api-reference/leads/list-leads.md): Returns a paginated list of leads. Supports search and filtering.
- [Update a lead](https://docs.heffl.com/legacy-api-reference/leads/update-a-lead.md): Updates an existing lead in your CRM. Only provided fields will be updated.
- [Get a pipeline](https://docs.heffl.com/legacy-api-reference/reference-data/get-a-pipeline.md): Returns a single deal pipeline with its stages.
- [Get a product](https://docs.heffl.com/legacy-api-reference/reference-data/get-a-product.md): Returns a single product by public ID.
- [List deal pipelines](https://docs.heffl.com/legacy-api-reference/reference-data/list-deal-pipelines.md): Returns all deal pipelines with their stages.
- [List lead sources](https://docs.heffl.com/legacy-api-reference/reference-data/list-lead-sources.md): Returns all CRM sources (lead sources).
- [List lead stages](https://docs.heffl.com/legacy-api-reference/reference-data/list-lead-stages.md): Returns all lead stages ordered by position.
- [List products](https://docs.heffl.com/legacy-api-reference/reference-data/list-products.md): Returns a paginated list of products.
- [List tags](https://docs.heffl.com/legacy-api-reference/reference-data/list-tags.md): Returns all tags for your team, optionally filtered by type.
- [Create a new task](https://docs.heffl.com/legacy-api-reference/tasks/create-a-new-task.md): Creates a new task. The task will be assigned to the user associated with your API key.
- [Delete a task](https://docs.heffl.com/legacy-api-reference/tasks/delete-a-task.md): Permanently deletes a task.
- [Get a task](https://docs.heffl.com/legacy-api-reference/tasks/get-a-task.md): Returns a single task by its public ID.
- [List tasks](https://docs.heffl.com/legacy-api-reference/tasks/list-tasks.md): Returns a paginated list of tasks. Supports search and filtering.
- [Update a task](https://docs.heffl.com/legacy-api-reference/tasks/update-a-task.md): Updates an existing task. Only provided fields will be updated.
- [List users](https://docs.heffl.com/legacy-api-reference/users/list-users.md): Returns a paginated list of users who belong to the API key's team.
- [Get webhook subscription](https://docs.heffl.com/legacy-api-reference/webhooks/get-webhook-subscription.md): Returns a single webhook endpoint.
- [List webhook subscriptions](https://docs.heffl.com/legacy-api-reference/webhooks/list-webhook-subscriptions.md): Returns webhook endpoints for your team.
- [Subscribe to webhook events](https://docs.heffl.com/legacy-api-reference/webhooks/subscribe-to-webhook-events.md): Creates a webhook endpoint that receives HTTP POST notifications when specified events occur.
- [Unsubscribe from webhook events](https://docs.heffl.com/legacy-api-reference/webhooks/unsubscribe-from-webhook-events.md): Deletes a webhook endpoint and stops receiving events.
- [Linking contacts to a company](https://docs.heffl.com/linking-contacts-to-a-company.md)
- [Linking contacts to companies and deals](https://docs.heffl.com/linking-contacts-to-companies-and-deals.md)
- [Logging activities, notes, and follow-ups,](https://docs.heffl.com/logging-activities-notes-and-follow-ups.md)
- [Logging timesheets and tracking hours](https://docs.heffl.com/logging-timesheets-and-tracking-hours.md)
- [Managing leads: adding, editing, and converting](https://docs.heffl.com/managing-leads-adding-editing-and-converting.md)
- [Managing products and services (catalog)](https://docs.heffl.com/managing-products-and-services-catalog.md)
- [Moving deals between stages](https://docs.heffl.com/moving-deals-between-stages.md)
- [Numbering and document templates](https://docs.heffl.com/numbering-and-document-templates.md)
- [Payments: recording and collecting](https://docs.heffl.com/payments-recording-and-collecting.md)
- [Proforma invoices](https://docs.heffl.com/proforma-invoices.md)
- [Recurring invoices](https://docs.heffl.com/recurring-invoices.md)
- [Security and compliance](https://docs.heffl.com/security-and-compliance.md)
- [Setting up the client portal](https://docs.heffl.com/setting-up-the-client-portal.md)
- [Creating an automation](https://docs.heffl.com/setting-up-your-first-automation.md)
- [Support and reference](https://docs.heffl.com/support-and-reference.md)
- [Switching between list view and Kanban view](https://docs.heffl.com/switching-between-list-view-and-kanban-view.md)
- [Notification settings](https://docs.heffl.com/untitled-page.md)
- [Using the Heffl API](https://docs.heffl.com/using-the-heffl-api.md)
- [Wiki: internal notes and documents](https://docs.heffl.com/wiki-internal-notes-and-documents.md)
- [Workspace and organization settings](https://docs.heffl.com/workspace-and-organization-settings.md)

## OpenAPI Specs

- [openapi.v2](https://docs.heffl.com/openapi.v2.json)
- [openapi](https://docs.heffl.com/openapi.json)