The /responsiveio command enables you to manage and access ResponsiveIO projects and intakes through their API. Perfect for:

• RFP (Request for Proposal) management
• Project tracking and organization
• Intake process automation
• Proposal workflow management
• Client engagement tracking

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Basic Usage

Use the command to work with ResponsiveIO:

/responsiveio get project details for project ID 12345

/responsiveio retrieve intake information for specific intake

/responsiveio check project status and timeline

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Key Features

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Project Management

• Project information retrieval
• Project status tracking
• Timeline management
• Project organization
• Progress monitoring

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Intake Management

• Intake data access
• Status monitoring
• Process tracking
• Client information
• Workflow management

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RFP Operations

• Proposal management
• Document handling
• Client communications
• Status updates
• Deadline tracking

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Example Commands

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Project Operations

/responsiveio get all details for marketing project

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Intake Processing

/responsiveio check intake status for client submission

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Status Monitoring

/responsiveio monitor active projects and their current status

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Project Operations

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Get Project

const url = RESPONSIVEIO_URL + `rfpserver/ext/v1/projects/${projectId}`;

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Project Response

{
  "id": "project123",
  "name": "Sample Project",
  "status": "active",
  "created_at": "2024-01-01T00:00:00Z",
  "updated_at": "2024-01-15T12:00:00Z"
}

​

Project Properties

• id: Unique project identifier
• name: Project display name
• status: Current project status
• created_at: Project creation timestamp
• updated_at: Last modification timestamp

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Intake Operations

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Get Intake

const url = RESPONSIVEIO_URL + `rfpserver/ext/v1/intakes/${intakeId}`;

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Intake Response

{
  "id": "intake456",
  "project_id": "project123",
  "status": "pending",
  "created_at": "2024-01-01T00:00:00Z",
  "updated_at": "2024-01-10T10:00:00Z"
}

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Intake Properties

• id: Unique intake identifier
• project_id: Associated project ID
• status: Current intake status
• created_at: Intake creation timestamp
• updated_at: Last modification timestamp

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Status Types

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Project Status

• active: Project is currently active
• completed: Project has been completed
• on_hold: Project is temporarily paused
• cancelled: Project has been cancelled
• planning: Project is in planning phase

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Intake Status

• pending: Intake is awaiting review
• approved: Intake has been approved
• rejected: Intake has been rejected
• in_review: Intake is under review
• requires_info: Additional information needed

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Connection Requirements

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PinkConnect Proxy

• Uses PC_BASE_URL endpoint
• Requires ResponsiveIO connection ID
• Standard API authentication
• Project and intake access permissions

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API Endpoints

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Project Endpoints

// Get specific project
GET /rfpserver/ext/v1/projects/{projectId}

// List projects (if available)
GET /rfpserver/ext/v1/projects

// Update project (if available)
PUT /rfpserver/ext/v1/projects/{projectId}

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Intake Endpoints

// Get specific intake
GET /rfpserver/ext/v1/intakes/{intakeId}

// List intakes (if available)
GET /rfpserver/ext/v1/intakes

// Update intake (if available)
PUT /rfpserver/ext/v1/intakes/{intakeId}

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Best Practices

1. Project Management

   • Track project status regularly
   • Monitor deadlines and milestones
   • Maintain clear project documentation
   • Coordinate team communications

2. Intake Processing

   • Review intakes promptly
   • Provide clear feedback
   • Track approval workflows
   • Maintain client communication

3. Data Organization

   • Use consistent naming conventions
   • Implement proper categorization
   • Maintain data integrity
   • Regular status updates

4. Performance

   • Cache frequently accessed data
   • Implement efficient queries
   • Monitor API usage
   • Handle errors gracefully

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Common Use Cases

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Project Tracking

/responsiveio monitor all active projects and their completion status

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Intake Management

/responsiveio process pending intakes and update their status

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Status Reporting

/responsiveio generate status report for all current projects

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Client Communication

/responsiveio get project updates for client presentation

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Error Handling

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Common Issues

• Invalid project ID
• Intake not found
• Access permissions
• Network connectivity
• API rate limits

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Error Response

{
  "error": {
    "code": "PROJECT_NOT_FOUND",
    "message": "The specified project ID does not exist.",
    "details": {
      "projectId": "invalid_id"
    }
  }
}

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Data Management

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Project Data

• Project metadata
• Status information
• Timeline data
• Team assignments
• Client information

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Intake Data

• Submission details
• Review status
• Approval workflow
• Client communications
• Document attachments

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Integration Patterns

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Workflow Automation

• Automated status updates
• Notification systems
• Approval workflows
• Deadline reminders
• Progress tracking

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Reporting Systems

• Status dashboards
• Progress reports
• Client updates
• Team notifications
• Performance metrics

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Performance Optimization

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Efficient Operations

• Cache project data
• Batch API requests
• Use appropriate timeouts
• Implement retry logic
• Monitor response times

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Data Management

• Regular data cleanup
• Efficient data structures
• Proper indexing
• Query optimization
• Resource management

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Security Considerations

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Access Control

• User authentication
• Project permissions
• Data privacy
• Secure connections
• Audit logging

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Data Protection

• Input validation
• Output sanitization
• Secure storage
• Compliance requirements
• Privacy policies

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Integration Tips

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API Usage

• Follow rate limiting guidelines
• Implement proper error handling
• Use appropriate HTTP methods
• Cache responses when possible
• Monitor API health

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Data Synchronization

• Keep data up to date
• Handle conflicts gracefully
• Implement backup strategies
• Maintain data consistency
• Regular synchronization

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Workflow Management

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Project Lifecycle

1. Planning: Initial project setup
2. Active: Project execution
3. Review: Quality assurance
4. Completion: Project delivery
5. Follow-up: Client feedback

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Intake Process

1. Submission: Client intake submission
2. Review: Internal review process
3. Approval: Decision making
4. Implementation: Project initiation
5. Monitoring: Ongoing tracking

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Tips

• Always validate project and intake IDs before making requests
• Implement proper error handling for API failures
• Cache frequently accessed project data to improve performance
• Monitor project status changes for automated workflows
• Use meaningful project and intake names for better organization
• Implement proper logging for audit and debugging purposes
• Consider rate limiting when making multiple API calls