XeroXero
Customer, invoice and accounting workflows, assessed against your existing features and permissions.
PLATFORMS
Your stack.
More connected.
The apps you already use, connected around the way you work. Browse by category and tell us where the handoff needs to happen.
Accounting / ERP
Xero
QuickBooks OnlineQuickBooks Online
Connect customer and agreed sales information with your finance processes.
OdooOdoo
Connect your business operations with storefront, customer and fulfilment workflows.
Zoho BooksZoho Books
Connect customer records, invoicing and payment information with sales and operations.
Zoho InventoryZoho Inventory
Assess order, stock and fulfilment information flows across your connected apps.
CRM
SalesforceSalesforce
Connect customer and deal records with finance, delivery and internal follow-ups.
HubSpotHubSpot
Bring customer, deal and lifecycle events into the workflows your team uses.
Zoho CRMZoho CRM
Connect leads, contacts and deals with your finance and delivery systems.
Work management / collaboration
monday.commonday.com
Connect board items and ownership with customer context and project handovers.
AsanaAsana
Connect project tasks, ownership and progress with business events.
SlackSlack
Deliver useful notifications and follow-ups to the right conversations.
ZoomZoom
Assess meeting-related events and the customer or coordination workflows around them.
Zoho ProjectsZoho Projects
Connect project tasks, ownership and progress with customer delivery workflows.
Ecommerce
ShopifyShopify
Connect orders and relevant commerce information with your operational systems.
BigCommerceBigCommerce
Connect your store with order processing, operations and fulfilment workflows.
WooCommerceWooCommerce
Assess order, product and customer information flows between your WordPress store and operational systems.
Support / marketing
ZendeskZendesk
Bring ticket activity into customer records and internal follow-up processes.
IntercomIntercom
Connect customer conversations with the context and actions that follow.
MailchimpMailchimp
Assess audience and marketing information flows, including consent and list ownership.
Zoho DeskZoho Desk
Connect support tickets and customer context with CRM records and follow-ups.
Electronic signatures
DocuSignDocuSign
Connect agreement completion events to the next agreed application step.
Adobe Acrobat SignAdobe Acrobat Sign
Assess agreement and signing events to connect approvals, customer onboarding and document follow-ups.
Dropbox SignDropbox Sign
Connect signature requests and completion events with customer records and the next delivery step.
Identity verification
SumsubSumsub
Assess how verification results and status changes connect to onboarding workflows.
PersonaPersona
Assess verification enquiries and decision events to connect identity checks with application onboarding.
VeriffVeriff
Connect relevant verification decisions and session events to agreed customer onboarding steps.
Payments
StripeStripe
Connect relevant payment events with finance and customer processes.
PayPalPayPal
Connect relevant payment, order and subscription events with customer and finance workflows.
AdyenAdyen
Assess payment notifications and transaction information flows for order processing and finance follow-ups.
Automation tools
ZapierZapier
A tool we can use to deliver automation when its connectors and execution model fit your workflow.
MakeMake
A tool we can use to deliver and maintain visual automation scenarios where appropriate.
n8nn8n
A tool we can use to deliver flexible workflow automation where its nodes, deployment model and maintenance needs fit.
WorkatoWorkato
A tool we can assess for connector-based automation across business applications and team processes.
OUR WORK
Follow a platform into a project.
Delivered integrations for apps on this page. Each one shows what was connected and what changed.
Connecting customer support and finance.
Finance tickets move from Intercom to Asana, with ticket data, files, images and resolutions synced between both teams.
The Intercom and Asana projectConnecting CRM, verification and agreements.
Salesforce, Sumsub and DocuSign connect customer records, verification and agreement signing in one workflow.
The Salesforce, Sumsub and DocuSign projectConnecting sales, billing and customer support.
An integration connecting Zoho CRM deals, Xero invoicing and Zendesk billing follow-ups, with updates returning to the customer record.
The Zoho CRM, Xero and Zendesk projectFrom payment received to operations ready.
An integration using Zapier to connect external PayPal payments with Odoo orders, operational handoffs and exception follow-ups.
The PayPal, Zapier and Odoo projectDON’T SEE YOUR APP?
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