Do I need a credit card to start?

No. Every new account starts with a 14-day free trial on the Scale tier — full access to every feature, no credit card required. We only ask for payment info on day 14 if you want to continue.

Can DreamFlow actually replace HubSpot, Mailchimp, and my other tools?

Yes. DreamFlow includes CRM, email marketing, SMS campaigns, VoIP calling, proposals with e-signatures, invoicing, automations, live chat, calendar booking, forms, reporting, and an AI assistant — all in one platform. Most customers replace 4-8 separate tools. Everything is built-in, not stitched together with integrations.

How do I move my data from my current CRM?

We support direct imports from HubSpot, Mailchimp, ActiveCampaign, GoHighLevel, Salesforce, and any CSV export. Scale and Agency plans include guided migration support — we'll help you move contacts, deals, templates, and history. Most migrations take less than a day.

Are there contracts or hidden fees?

No contracts — cancel anytime from your billing settings. No hidden usage fees either. Every plan includes email, SMS, and calling credits upfront. If you hit a limit, usage pauses and you choose whether to add a credit pack or upgrade. Nothing ever charges automatically without your explicit consent.

Yes. All data is encrypted at rest and in transit. We use Supabase (built on PostgreSQL) with row-level security, meaning each organization's data is completely isolated. We never sell or share your data. You can export or delete your data at any time.

Can I switch plans anytime?

Yes. Upgrade instantly and get prorated credit for your current billing period. Downgrade takes effect at the end of your current period. No penalties, no hoops.

What can Sally, the AI assistant, actually do?

Sally handles chat auto-replies, call transcription, email writing, proposal generation, lead scoring, form spam detection, and daily business briefings. Background AI (transcription, scoring, spam detection) runs automatically at no cost. On-demand generation (writing emails, creating proposals) uses AI credits included in your plan.

I run an agency. Can my clients each have their own workspace?

Yes. The Agency plan ($499/mo) includes 10 sub-accounts with full white-label support — your brand, your domain, your colors. Each client gets their own isolated workspace. You can manage them all from one dashboard and resell at your own prices.

What if DreamFlow doesn't work for me?

Cancel anytime during your trial — no charge, no questions. If you cancel a paid plan, you keep access through the end of your billing period. We also offer free data export so you're never locked in. We'd rather earn your business every month than trap you with a contract.

API Access and Webhooks - DreamFlow Help

Difficulty: Advanced | Time: 15 min | Tier: Scale & Above

Scale Tier & Above

API access and custom webhooks require Scale tier or higher.

The DreamFlow API lets developers build custom integrations, sync data with external systems, and automate workflows programmatically. Combined with outgoing webhooks, you can create real-time data pipelines between DreamFlow and any system.

Getting Your API Key

Go to Settings > Integrations > API.
Click Generate API Key.
Copy the key immediately -- it is shown only once.
Store it securely in your application's environment variables.

Important

Your API key grants full access to your workspace data. Never expose it in client-side code, public repositories, or browser requests. Use it only in server-to-server calls.

Authentication

Include your API key in the Authorization header of every request:

Authorization: Bearer your_api_key_here

Available Endpoints

GET /api/v1/contacts -- List contacts with pagination and filters
POST /api/v1/contacts -- Create a new contact
GET /api/v1/deals -- List deals by pipeline and stage
POST /api/v1/deals -- Create a new deal
GET /api/v1/tasks -- List tasks with status filters
POST /api/v1/tasks -- Create a task

Webhook Endpoints

Configure outgoing webhooks to receive real-time event notifications:

Go to Settings > Integrations > Webhooks.
Click Add Endpoint.
Enter your server's URL and select which events to subscribe to.
DreamFlow sends a POST request with a JSON payload for each event.

Webhook Payload Format

Every webhook payload includes:

{
  "event": "contact.created",
  "timestamp": "2026-03-22T10:30:00Z",
  "data": {
    "id": "uuid",
    "full_name": "Jane Doe",
    "email": "jane@example.com"
  }
}

Verifying Webhook Signatures

Each webhook request includes an X-DreamFlow-Signature header. Verify this HMAC-SHA256 signature against your webhook secret to ensure the request is authentic.

Tip

Always verify webhook signatures in production. This prevents malicious actors from sending fake events to your endpoint.

Need more help? Ask Sally in the chat bubble!

Getting Your API Key

Go to Settings > Integrations > API.

Click Generate API Key.

Copy the key immediately -- it is shown only once.

Store it securely in your application's environment variables.

Important

Your API key grants full access to your workspace data. Never expose it in client-side code, public repositories, or browser requests. Use it only in server-to-server calls.

Available Endpoints

GET /api/v1/contacts -- List contacts with pagination and filters

POST /api/v1/contacts -- Create a new contact

GET /api/v1/deals -- List deals by pipeline and stage

POST /api/v1/deals -- Create a new deal

GET /api/v1/tasks -- List tasks with status filters

POST /api/v1/tasks -- Create a task

API Access and Webhooks

Getting Your API Key

Authentication

Available Endpoints

Webhook Endpoints

Webhook Payload Format

Verifying Webhook Signatures

Related Articles

Related Articles

API Access and Webhooks

Getting Your API Key

Authentication

Available Endpoints

Webhook Endpoints

Webhook Payload Format

Verifying Webhook Signatures

Related Articles

Related Articles