Connected records
Keep client context attached
Public links workflows stay tied to the clients, requests, projects, invoices, payments, files, and activity your team already manages in Workspace369.
Public links integration
Share the right request, proposal, payment, intake form, or client-facing workflow without exposing the full internal workspace or unrelated client records.
Share one thing, not the workspace
Proposal EST-2041 is ready: workspace369.com/p/est-2041
Got it — approved from the link. Thanks!
Scoped accessNo login needed
The client sees only what you shared
Operational fit
Support the work already moving
Use the integration alongside sales, scheduling, delivery, communication, billing, reporting, and accounting instead of treating it as a separate tool.
Team visibility
Give every role the same picture
Help owners, operators, finance, support, and delivery teams understand what happened without stitching together records across disconnected systems.
How it works
How Public links works with Workspace369
- 01
Pick what to share
Choose the specific request, proposal, payment, intake form, or record a client needs.
- 02
Share the link
Send the public link. The recipient sees only that item, not the internal workspace.
- 03
Keep the work connected
Activity on the shared item stays attached to the client and the work in the workspace.
Connected data
What moves between the systems
Requests
Share a request by link, so the client can see exactly that item.
Proposals
Send a proposal link and keep the surrounding internal work private.
Payments
Share a payment by link, so the client can act on it directly.
Intake forms
Share an intake form by link, so new client details land in the workspace.
Records
Share a single record without exposing unrelated client records or internal work.
Setup
Setting up Public links
- 01
Open the item
Start from the request, proposal, payment, intake form, or record you want to share.
- 02
Create the public link
Generate the link for that specific item. The internal workspace stays private.
- 03
Send it to the client
The client opens the link and sees only what you shared, with activity tracked back in the workspace.
Operational fit
The connection is only useful when the team can see the context.
Workspace369 keeps the integration close to the client record, so owners, operators, finance, support, and delivery are not rebuilding the same story in separate tools.
Connect the system
Bring the external workflow beside Workspace369 records without changing the way your team names clients, jobs, invoices, and projects.
Keep context visible
Show the relevant status, event, payment, message, or record where the team already works.
Act from the workspace
Use the connected context to follow up, bill, schedule, automate, report, and keep the client moving.
In practice
What teams use Public links for
Getting a proposal approved without portal access
Share the proposal by public link, and the client reviews and approves from the link. The internal work around the deal stays private.
Collecting new client details with an intake form
Send the intake form link to a new client, and their details land in the workspace. No login or portal account needed on their side.
Sharing a payment the client can act on
Share a payment by link so the client can act on it directly. Activity on the shared item stays attached to the client and the work.
FAQ
Questions about Public links
- What can I share with a public link?
- A specific request, proposal, payment, intake form, or record.
- Does the client see my whole workspace?
- No. A public link exposes only the item you shared — never the internal workspace or unrelated client records.
- Is this the same as the client portal?
- No. The client portal gives clients scoped access to their own work; a public link shares one specific item without portal access.
- Do I need to connect anything?
- No. Public links are a built-in product feature, not an integration.
Keep exploring
Related pages
Next step
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