Q: Client access
Hey! Great tool do you have!
It's possible to share a specific client am specific workflow?
For example on Monday.com, each one of my clients have access to a board where they can manage their own leads.
It's possible to have multiple boards and gave access to my clients?
And, it's possible to use webhooks to bring data from other apps to Corcava?
Thank you!!!
Gregory_Corcava
Apr 30, 2025A: Hey thank you for your question and kind words
Yes, you can add clients to the tool with "project viewers" role (they don't count towards the limit ie are free).
They can see project boards for the projects they were added to. Say you have project "New Project" and two boards "Leads A" and "Leads B" and you add client Jane Doe to this project. She would see those boards and would be able to do anything on it.
Webhooks are under way. First - mid May and we expect to finish end of May. What would be most important for you?
williamtadeusWow! That's amazing!
Webhooks to bring data is essential for me! Glad to hear it's in production!