Integrations

Connect your account with external services like QuickBooks, SMS messaging, Stripe, Google Calendar, and custom webhooks — all managed from one place.

Key Features

• Integration Overview: See at a glance which services are connected and which are not
• Client Portal: Give clients their own secure login to view projects, invoices, contracts, and messages
• QuickBooks Sync: Push invoices and customer records to QuickBooks Online automatically
• SMS Messaging: Send text messages directly to contacts using built-in templates
• Webhooks: Trigger actions in other tools whenever something happens in your CRM

How to Use

Client Portal

1. Click the Client Portal tab
2. Find the account you want to give portal access to and click the green check button to enable it
3. Click the Users icon to manage which contacts at that account can log in
4. Grant access to a contact, set their password, and share the portal link using the Link icon
5. Clients log in to view their projects, invoices, contracts, and can send you messages

QuickBooks

1. Click the QuickBooks tab
2. If not yet connected, configure your QuickBooks API credentials in Settings first, then click Connect QuickBooks
3. Once connected, view how many accounts and invoices are synced
4. Click Sync All Invoices to push any unsynced invoices to QuickBooks in one step
5. To disconnect, click Disconnect — this removes the sync tokens

SMS / Twilio

1. Click the SMS / Twilio tab
2. Enter a phone number in the Phone Number field (international format, e.g. +12125551234)
3. Optionally choose a Template — appointment reminders, invoice reminders, booking confirmations, follow-ups, or thank-you messages
4. Edit the message text and click Send SMS
5. View sent and received 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 in your CRM.

Tips

• The integration cards at the top show connection status at a glance — green border means connected
• SMS templates use placeholders like {{contact.first_name}} that fill in automatically when sent from a contact record
• Portal access can be enabled or disabled per account at any time — clients immediately lose or gain access
• QuickBooks sync is queued in the background, so large batches won't slow you down
• Webhooks let you connect with tools like Zapier, Make, Slack, or any custom service that accepts HTTP requests