Integrate Cubicl with Other Apps via Webhooks!
With our new webhooks feature, you can integrate Cubicl with other apps.
The action types are listed in the Webhooks field on the Integrations page. Select the action type from the list, if you have selected an action type related to the tasks category, you should also select the project. Then you can copy and paste the webhook URL provided from the app or platform you are using into the URL field and save it. This will create a record of the webhook for the action type you selected, and Cubicl will notify this URL every time the action you select happens.
NOTE: The "When task is created" and "When post is created in a task" action types only apply to tasks and posts that you have created. Support Requests and tasks or posts created from incoming emails are not included.
Drag and Drop Your Files 📁
We have made an improvement that will make your work easier when uploading files.
With this development;
- We have fixed the bugs that occurred when dragging your files to the description field in the task detail.
- You can upload your files to task activities by dragging and dropping them.
- You can upload your files by dragging and dropping them in your chats.
Attach Your Files From Dropbox!
Cubicl has a new integration that will allow you to upload your files from Dropbox! You can attach your files to Cubicl by selecting the Dropbox option from the Upload File button on the task form or task detail. 📥
You can easily add your files to your tasks, which you can access from Dropbox from anywhere on the Internet.
More than 30 Currencies are Available on Cubicl! 💱
With our new update, more than 30 currencies have been added to Cubicl. Now you can use the currency you want in your deals and bookkeping pages.
You can add transactions in different currencies to Cubicl without having to translate them. In this way, you will also save time.🤑
Reports Page is Now More Functional with New Filters!
Two new filter options have been added to the Reports page so that you can get more detailed reports of your project.
With this feature, you can filter the reports according to the assignee or the owner of the task. In this way, you can get a simpler reports.
The filters you choose will also affect the reports you download.
Increase the Security of Your Account with a Strong Password 🔒
We have a new feature on Cubicl that will make your account more secure! With our new feature, the strength of your passwords will be checked.
It will be checked whether your passwords are strong enough during registration, password renewal and password update processes.
The area where the password is written shows 4 dots, which means that your password is getting stronger as these dots go from red to green.
Your passwords must contain numbers, uppercase letters, lowercase letters and symbols and must be at least 8 characters long. Passwords that meet these conditions and have 4 green dots are suitable for use. This way, you make your account even more secure.
Edit Your Posts ✅
With our new improvement, you can edit your posts on tasks within the first 5 minutes!
This way you can edit the posts you want to update much faster.
With this feature:
- You can update the comments you have written in the posts,
- You can share or delete files,
- You can reply to posts or remove your replies from them,
- You can tag teammates in posts.
In order to use this feature, click the three dots icon next to the post you want to edit. Click on the Edit button and after making the changes, click the Update button.
After your post has been edited, a notice will be displayed that the post has been edited. When you hover your mouse over this notice, you can view the edited parts of the post.
NOTE1: You can't edit the posts made visible for the clients in support requests.
NOTE2: You can't edit e-mails you send in e-mail tasks.
NOTE3: You can only edit your own posts.
Announcing Our New Client Merge Feature! 🤝
With our new feature, you can merge multiple client records created for the same client under a single client!
This way, more than one record created for the same client does not accumulate in your list, you can do your work easier and faster.
Click the yellow light bulb button on the Other > Clients page to view your customer suggestions that may belong to the same organization.
You can merge your clients belonging to the same organization from the Actions > Merge option on the relevant client's detail page. Accounts that may belong to the same organization are listed in the blue information box in the modal opened to merge clients.
When you merge your clients, the current client is combined with the target client record. The current client's links are added to the target client's links. Details that are not in the target client but in the current client are transferred to the target client.
All records of the current client (tasks, offers, portal datas, activities, bookkeeping entries, etc.) are transferred to the target client.
Finally, the current client is permanently deleted.
Visit the Clients page to explore this feature!
Add Forms To Your Client Portal!
With our new improvement, you can now add the forms you created in Cubicl to your Client Portal! 📝
In order to use this feature, you need to create a form from the Cubicl > Forms page. Then you can add these forms to the support topics on the Cubicl > Customer Portal > Settings page.
Add your form by clicking the "Update" button next to the relevant support topic.
This way, when users select a support topic with an attached form while creating a support request in the client portal, the relevant form will be displayed. When the user fills out this form and creates a support request, you can access the form answers both in Cubicl and in the details of the relevant task in the Portal.
Manage Your Bookkeeping! 🏦
Thanks to our new feature, you can follow up your bookkeeping in Cubicl. This feature is open to our clients using Professional plan and above, but it has been defined to all of our clients so that you can experience it for a certain period of time!
Bookkeeping allows you to keep records of receivables and payables. In this way, you can see from whom how much payment you should receive, when the payment will be due, which payments are late and how much you owe to whom.
These payments are categorized as Outstanding, Overdue and Paid. If you want to view a specific payment, you can search typing the name of the payment in the search button. 🔍
In the upper menu of the page, Total Receivable, Outstanding Receivable, Overdue Receivable and Total Payable values are displayed respectively as you can also seen below.
You can click Create button to create a new Receivable or Payable.
On the Create Entry page, select the Client. Select the type of entry. Receivable is what your customer owes you. Payable is your debt to the customer. Enter the total cost and currency. Fill in the entry name and description. Enter the due date. If some or all of the amount you entered has been paid before, enter this information in Amount Paid section. Afterwards, you can click Save button to create entry for the receivable and payable.
When you click Add Payment, you can enter both the all amount and partial.
You can examine more in detail from our user manual.