Automation
Native Integrations
Connect the tools your business already uses, no middleware, no developer involvement
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Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
Connect the tools your business already uses, no middleware, no developer involvement
| Integration | What it enables |
|---|---|
| Xero | Real invoice and payment data into operational reporting. Stop inferring payment status from job records alone. |
| QuickBooks | Same financial intelligence for QuickBooks-based operations. |
| Stripe | Payment and customer data connected to the operational picture. |
| Integration | What it enables |
|---|---|
| Salesforce | Account history, pipeline, and contact context alongside operational data. |
| HubSpot | CRM activity and deal context connected to job and site intelligence. |
| Pipedrive | Pipeline sync so account managers see operational and commercial context in one place. |
| Zoho CRM | Contact and account sync into the intelligence layer. |
| Integration | What it enables |
|---|---|
| Gmail | Per-user authentication. Email threads linked to jobs, sites, and customers. Inbound mail parsed and matched against the intelligence layer. |
| Outlook | Same for Microsoft-based operations. |
| Microsoft Teams | Sentinel alerts, briefings, and reports delivered to channels. |
| Slack | Operational intelligence routed to the right channels and people automatically. |
| Alerts and notifications to field managers and account teams. |
| Integration | What it enables |
|---|---|
| Google Drive | Per-user and shared drive sync. Documents, reports, and compliance files linked to sites, engineers, and jobs. |
| OneDrive / SharePoint | Same for Microsoft-hosted document libraries. |
| Dropbox | Document sync for Dropbox-based operations. |
| Google Docs | Document content searchable alongside job and site history. |
| PandaDoc | Agreements and signatures linked to accounts and cases. |
| Integration | What it enables |
|---|---|
| Google Calendar | Per-user calendar sync. Scheduling context connected to job planning. |
| Google Sheets | Data sync for teams that use Sheets as a reporting surface. |
| Asana | Sentinel findings and operational actions pushed to tracked tasks. |
| Trello | Board and card sync for teams using Trello for follow-up tracking. |
| Jira | Issue creation and tracking linked to operational cases. |
| Monday.com | Work items connected to intelligence layer outputs. |
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