What this article helps with: Connecting GrowPath to Hona for the first time, mapping your matter types and case statuses, and reconnecting if GrowPath stops accepting Hona's token.
Who this is for: Firm admins with admin access to Hona who can create an API token in GrowPath.
When not to use this article: If GrowPath is connected but data is not syncing, see Integrations: What is Syncing?
Overview
Hona connects to GrowPath with your firm's Login URL and an API token. Once connected, Hona reads your matters and logs client activity back to each matter.
What Hona pulls from GrowPath: every matter with a matter type you have mapped, its case status (phase), and the client's name, date of birth and the first email and phone number listed. Each nightly sync checks every GrowPath matter, so new matters come in on the next nightly sync.
What Hona writes back to GrowPath: every text with the client, Lia's included, as a note under the Client Contact topic. Notification history and form submissions as notes. Client files as attachments in the Client upload category, labeled with the file name and "uploaded from Hona". Form answers can update fields you map.
Setup
Step 1: Get your Login URL and a token
Your Login URL is the web address your team uses to sign in to GrowPath, such as https://yourfirm.growpath.com. Ask a GrowPath admin at your firm to create an API token for Hona.
Step 2: Connect
In Hona, go to Company Settings > Integrations, click Connect on the GrowPath tile, enter the Login URL and Token, and save. The tile shows Connected - Inactive. Hona can read your data, but nothing sends to clients yet.
Step 3: Map matter types
In Company Settings > Project Types, add the GrowPath matter types each project type covers.
Step 4: Set up phases
Give each phase at least one GrowPath case status as its trigger. Hona lists the case statuses from each GrowPath matter type, and names must match GrowPath exactly.
Step 5: Test a matter
Open the case in GrowPath and copy its ID from the web address, the part after /case_management/cases/. In Hona, paste the ID on the Projects page and sync it. Check that it lands under the right project type and phase.
Step 6: Go live
Ask your Account Manager to set the integration to Active. Only the Hona team can activate it. Nightly syncs then begin, and client updates send the next day.
Which matters sync
GrowPath has no Hona Enabled custom field, so every matter with a mapped matter type syncs. To keep one client from getting automated messages, set that contact's notification preference to None in Hona. Clients who are minors, or who have a date of death recorded in GrowPath, are opted out of automatic updates.
Note topic
Hona files its notes under the Client Contact topic. To use a different GrowPath note topic, ask your Account Manager.
Updating your connection
If the tile shows Connected - Unauthorized, GrowPath has stopped accepting Hona's token and syncing has stopped. Click Update Connection on the GrowPath tile, enter your Login URL and a new token, and save.
Optional: the Hona Browser Extension
The extension recognizes GrowPath case pages, so your team can open the matching Hona project without leaving GrowPath. See Hona Browser Extension.