Integrations

Integrations

We connect what you already use so the business runs as one.

Integration setup notes

Integration setup

Connect tools without replacing everything

Clear setup notes so each handoff stays visible and easy to run.

  • Which responsible person runs it
  • What happens next
  • What happens if something is missed
  • What changed and how we documented it
Responsible person
Each handoff has a named responsible person with a backup.
Handover pack
Steps, run notes, and checks stay visible where the workflow runs.

Most common tools we integrate with

These are the tools we see most often in AU businesses. Full coverage is grouped by category below.

Google Workspace logo

Google Workspace

Gmail logo

Gmail

Google Calendar logo

Google Calendar

Google Drive logo

Google Drive

Google Sheets logo

Google Sheets

Microsoft 365 logo

Microsoft 365

Outlook logo

Outlook

OneDrive logo

OneDrive

Microsoft Teams logo

Microsoft Teams

Slack logo

Slack

Zoom logo

Zoom

Calendly logo

Calendly

Xero logo

Xero

MYOB logo

MYOB

QuickBooks logo

QuickBooks

Square logo

Square

Shopify logo

Shopify

WooCommerce logo

WooCommerce

Lightspeed logo

Lightspeed

Tyro logo

Tyro

Stripe logo

Stripe

HubSpot logo

HubSpot

Pipedrive logo

Pipedrive

Zoho CRM logo

Zoho CRM

Mailchimp logo

Mailchimp

How integrations stay reliable

Reliability comes from a named responsible person, clear next actions, and a short review rhythm.

Named responsible person

Each handoff has one named responsible person so responsibility never falls between teams.

Clear next step

Every status change points to the next action so work keeps moving without guesswork.

Weekly check

Run a short weekly review to catch breakages early and keep integrations stable.

Tool categories

The categories we connect to keep your setup reliable.

Workspace, email & files

Google Workspace logoGoogle WorkspaceGmail logoGmailOutlook logoOutlookMicrosoft 365 logoMicrosoft 365Google Drive logoGoogle Drive

Also common: Google Docs, Google Meet

Scheduling & meetings

Google Calendar logoGoogle CalendarCalendly logoCalendlyZoom logoZoomMicrosoft Teams logoMicrosoft Teams

Also common: Outlook Calendar

Accounting & finance

Xero logoXeroMYOB logoMYOBQuickBooks logoQuickBooks

Also common: Reckon, Dext, Hubdoc

Payments & terminals

Stripe logoStripeSquare logoSquareTyro logoTyro

Also common: Zeller

Commerce platforms

Shopify logoShopifyWooCommerce logoWooCommerceSquare logoSquareLightspeed logoLightspeed

Also common: BigCommerce

CRM & pipeline

HubSpot logoHubSpotPipedrive logoPipedriveZoho CRM logoZoho CRM

Also common: Salesforce

Field service & job management

ServiceM8 logoServiceM8simPRO logosimPROAroFlo logoAroFloTradify logoTradifyDeputy logoDeputy

Also common: Jobber

Support & service

Zendesk logoZendesk

Also common: Freshdesk, Intercom

Websites & CMS

WordPress logoWordPressWebflow logoWebflow

Also common: Wix, Squarespace

Marketing email & SMS

Mailchimp logoMailchimpKlaviyo logoKlaviyoSendGrid logoSendGridTwilio logoTwilio

Also common: MessageMedia, ClickSend

Automation & orchestration

n8n logon8n

Also common: APIs + webhooks, Scheduled jobs

AI & assistants

ChatGPT logoChatGPTGemini logoGemini

Also common: Microsoft Copilot

If your tool isn't listed, we can often integrate via API, webhooks, or file-based sync — subject to vendor access, rate limits, and data model constraints. We confirm feasibility during the mapping session.

How integration setup runs

01

See what you use today

Confirm tools, responsible people, and known failure points.

02

Define the process

Set triggers, handoffs, and status steps.

03

Set it up and test it

Run with real data and close edge-case gaps.

04

Hand over and keep it reliable

Ship a handover pack, run notes, and responsibility visibility.

Integration process map

FAQ

It is a quick review of how enquiries arrive, who owns them, how fast they are answered, and where booking or follow-up may be leaking.

We start by helping you convert the intent you already get. Once capture, response, booking and follow-up are working, we can improve the wider system.

Usually not. We keep what works and only recommend a change when the current tool blocks response, booking, follow-up or visibility.

Yes, if the tools allow the right access. We map calls, forms, inboxes, CRM, booking links, SMS, email and accounting tools before recommending the first fix.

The first fix is kept small. We document the process, train the team, and make each owner, next step and follow-up timer clear.

You do. Accounts, billing and data stay under your control, with scoped access and a clear handover.

Most first fixes are scoped to ship quickly. If several tools are involved, we start with the smallest useful lead-handling workflow.

You receive a clear handover with what changed, who runs each step, and what to improve next across quotes, jobs, payments, reviews and reporting.

Your website, how enquiries arrive today, and access to the tools involved once the first fix is scoped.

No. We configure and connect best-fit tools under your accounts. No forced platform and no black-box rebuild.

Want us to map your tools?

Tell us what you use and where it breaks. We’ll confirm responsible people, access, and the rollout plan for the first fix.