This project involves building a robust CMS integrated with Softr, Airtable, Clio, and Make, designed to streamline lead management and tagging workflows. The CMS will support OAuth authentication with specific scopes to access, fetch, and paginate through lead data efficiently. It also includes functionality to add custom tags like ‘Pending Mover’ or ‘Active Mover’ to leads, requiring write access to tag data. For payment considerations, if the CMS does not offer these features in its free plan, collaboration with support will be needed to justify automation requirements without practical usage. This ensures a cost-effective and automation-friendly solution.
RTO
A CMS integrated with Softr, Airtable, Clio, and Make to support OAuth authentication, access and manage lead data with tags, and enable payment-related discussions for automation purposes.
