Setup Guide

Everything you need to get your Ploxly portal up and running. Setup takes about 10 minutes.

Before You Start

Ploxly connects several services together. Here's what each one does:

Step 1 — Set Up Notion

Your portal is powered by Notion. All your data lives there.

1.1 Create a Notion Integration

1. Go to notion.so/my-integrations
2. Click + New integration
3. Name it (e.g. "My Portal") and select your workspace
4. Click Submit
5. Copy the Internal Integration Secret — starts with ntn_ or secret_

1.2 Duplicate the Ploxly Template

1. You'll receive the Ploxly Notion Template link in your welcome email after signup
2. Click Duplicate in the top right of the template
3. Choose your workspace

This creates 8 databases: Projects, Tasks, Invoices, Clients, Meetings, Deliverables, Proposals, Notifications.

1.3 Connect Your Integration to Each Database

For each of the 8 databases:

1. Open the database in Notion
2. Click the ⋯ menu in the top right
3. Click Connections
4. Find and select your integration
5. Click Confirm

1.4 Get Your Database IDs

Open each database and copy the URL. The database ID is the 32-character string in the URL:

https://notion.so/your-workspace/XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX?v=...
                                 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
                                 This is your database ID

You'll need all 8 IDs during the Ploxly setup wizard.

Step 2 — Set Up Twilio (Optional)

Twilio powers SMS commands and your daily digest.

2.1 Create an Account & Get a Number

1. Sign up at twilio.com
2. Go to Phone Numbers → Manage → Buy a Number
3. Choose a US number with SMS capability (~$1.15/month)

2.2 Get Your Credentials

From the Twilio console homepage, copy your Account SID and Auth Token.

2.3 Set Your Webhook URL

After your portal deploys, you'll see your SMS Webhook URL on the success screen. It looks like:

https://yourbrand.ploxly.com/sms

1. In Twilio, go to Phone Numbers → Active Numbers
2. Click your number
3. Under Messaging Configuration, set A message comes in to your webhook URL
4. Set the method to HTTP POST
5. Save

Step 3 — Set Up Stripe (Optional)

Stripe lets you create and send real invoices by text.

1. Go to dashboard.stripe.com
2. Navigate to Developers → API Keys
3. Copy your Secret key — starts with sk_live_

Step 4 — Set Up Zoom (Optional)

Zoom automatically creates meeting links when you text meeting [client] [date] at [time].

1. Go to marketplace.zoom.us
2. Click Develop → Build App → Server-to-Server OAuth
3. Name it and add the meeting:write:admin scope
4. Activate the app
5. Copy your Account ID, Client ID, and Client Secret

Step 5 — Set Up Meta Ads (Optional)

Shows your clients their campaign performance directly inside their portal.

5.1 Get an Access Token

1. Go to developers.facebook.com
2. Create a Business type app
3. Add the Marketing API product
4. In Business Manager, go to System Users → Create System User
5. Click Generate New Token → select your app → add ads_read permission
6. Copy the token — starts with EAA

5.2 Set Up in Notion

For each client running ads, open their record in the Clients database and fill in the Ad Account ID field (format: act_123456789).

For each project with Meta campaigns, open it in the Projects database and fill in Meta Campaign IDs (comma-separated campaign IDs).

SMS Commands Reference

Once Twilio is configured, text these commands to your Twilio number:

Adding Clients

1. Log into your internal dashboard at yourbrand.ploxly.com/internal
2. Go to the Clients tab
3. Click + New Client
4. Fill in their name, email, and phone
5. Copy their Setup Link and send it to them

Your client clicks the link, creates their own access code, and immediately has access to their portal. They can only see their own data.

Updating Settings

You can update credentials at any time without re-deploying:

1. Go to yourbrand.ploxly.com/internal
2. Log in with your internal password
3. Click More → Settings in the navigation
4. Update any fields and click Save Settings