Integrations

Connect your account with external services — payments, calendars, video calls, messaging, and more — all managed from one place.

Key Features

• Integration Overview: Cards at the top show connection status at a glance — green border means active, grey means not connected
• Stripe Connect: Accept online payments on your invoices by connecting your Stripe account
• Client Portal: Give clients a secure login to view projects, invoices, contracts, and send you messages
• QuickBooks Sync: Push invoices and customer records to QuickBooks Online automatically
• Google Calendar: Two-way appointment sync with Google Calendar; Google Meet links are auto-generated
• Zoom: Auto-create Zoom meeting links when you book appointments with "Zoom" as the location type
• Google Workspace: Create and manage team email accounts on your domain via Google Workspace Admin
• SMS / Twilio: Send text messages to contacts using built-in templates
• Webhooks: Trigger actions in other tools when events happen in your CRM

How to Use

Stripe Connect

1. Click the Stripe Connect tab and choose Connect Existing Account or Create New Account
2. Complete setup through Stripe's secure OAuth flow — your credentials are never stored here
3. Once connected, view your business name, charges status, and payout status
4. Click Stripe Dashboard to review payments, or Disconnect to unlink the account

Client Portal

1. Click the Client Portal tab and click the green check button next to an account to enable access
2. Click the Users icon to manage which contacts at that account can log in
3. Toggle access for a contact, set their password, and copy the portal link using the Link icon
4. Use the Key icon to generate a new random password for any contact at any time

QuickBooks

1. Click the QuickBooks tab — configure API credentials in Settings first, then click Connect QuickBooks
2. Once connected, view synced accounts, pending items, failed records, and last sync time
3. Click Sync All Invoices to queue all unsynced invoices in one step

Google Calendar

1. Click the Google Calendar tab and click Connect Google Calendar
2. Sign in with your Google account — only Calendar read/write access is requested
3. Appointments sync both ways between your CRM and Google Calendar automatically
4. Choose "Google Meet" as the appointment location to auto-generate a Meet link
5. Click Sync Now at any time to force an immediate sync

Zoom

1. Click the Zoom tab and click Connect Zoom
2. Authorize access through Zoom's secure login — only meeting creation access is requested
3. Once connected, selecting "Zoom" as the appointment location type auto-creates a meeting link

Google Workspace

1. Click the Workspace tab and click Connect Google Workspace (requires super admin access)
2. Once connected, click Create User to provision a new email account on your domain
3. View all team members and their status, and click View Groups to manage distribution groups

SMS / Twilio

1. Click the SMS / Twilio tab and enter a phone number in international format (e.g. +12125551234)
2. Optionally select a template — appointment reminders, invoice reminders, follow-ups, and more
3. Edit the message text and click Send SMS — view message history below the form

Webhooks

Click Go to Webhooks Manager to create and manage inbound and outbound webhooks. Outbound webhooks fire automatically when events like lead created, quote accepted, invoice paid, or appointment booked occur.

Tips

• Stripe Connect uses Stripe's OAuth — your login credentials are never stored here
• If Stripe shows "Setup Incomplete," click the card or tab and follow the prompt to finish verification
• Google Calendar sync is continuous; use Sync Now to force an immediate update
• Portal access can be toggled per account at any time — clients lose or gain access immediately
• QuickBooks sync runs in the background, so large batches won't slow you down
• Webhooks connect your CRM with tools like Zapier, Make, Slack, or any service that accepts HTTP requests