Integrations
AI that works inside the systems you already run.
No rip-and-replace. Our developers connect AI to your CRM, accounting, inbox, documents and industry software, so the busywork between them disappears and your team can ask one assistant about all of it.
Most-requested platforms
What AI can take off your team's plate in each one.
- SalesforceCRM & salesActivity capture and CRM hygiene · Pre-meeting briefings
- ZohoCRM & salesLead capture and enrichment · Quote-to-invoice
- HubSpotCRM & salesSpeed-to-lead · Meetings into the CRM
- Microsoft 365Email, files & office suitesShared inbox triage · SharePoint knowledge assistant
- Google WorkspaceEmail, files & office suitesGmail into your systems · Drive knowledge assistant
- QuickBooksAccounting & ERPBill and receipt capture · Collections assistant
- NetSuiteAccounting & ERPPlain-language answers · Order entry from email and PDFs
- SlackChat & phoneAsk-your-business assistant · Approvals in the thread
- ZendeskCustomer supportTriage and routing · Reply drafts grounded in your data
- ShopifyE-commerce & paymentsOrder-status answers · Product content
- ServiceTitanField service & constructionAfter-hours call answering · Technician notes into paperwork
- 80+ more platformsXero, Pipedrive, Jobber, Teams, Asana and more
Directory
Every platform we connect to, by category.
If it has an API, a database, exports or a shared inbox, it can be connected. These are the ones businesses ask for most.
96 of 96 platforms
CRM & sales
Lead capture, follow-ups, CRM hygiene and pipeline answers.
- Salesforce
- HubSpot
- Zoho CRM
- Microsoft Dynamics 365 Sales
- Pipedrive
- monday CRM
- Freshsales
- Close
- Keap
- GoHighLevel
- Copper
Accounting & ERP
Bills, invoices, collections, order entry and plain-language financial answers.
- QuickBooks Online
- NetSuite
- Xero
- Zoho Books
- Sage Intacct
- Dynamics 365 Business Central
- Acumatica
- Odoo
- SAP Business One
- FreshBooks
Email, files & office suites
Inbox triage, document search, scheduling and spreadsheet automation.
Chat & phone
Answers and approvals in chat, call answering and call summaries.
- Slack
- Microsoft Teams
- Zoom
- RingCentral
- Twilio
- Dialpad
- Aircall
- WhatsApp Business
Customer support
Ticket triage, grounded reply drafts and self-service answers.
Field service & construction
Booking, dispatch help, job paperwork and estimate follow-up.
- ServiceTitan
- Jobber
- Housecall Pro
- Procore
E-commerce & payments
Order-status answers, product content, inventory and returns.
- Shopify
- WooCommerce
- BigCommerce
- Amazon Seller Central
- Square
- Stripe
Projects & work management
Status roll-ups, task creation and cross-project answers.
- Asana
- monday.com
- ClickUp
- Jira
- Smartsheet
- Notion
- Airtable
- Trello
- Zoho Projects
Documents & e-signature
Contract search, document extraction and agreement tracking.
- SharePoint & OneDrive
- Google Drive
- Dropbox
- Box
- DocuSign
- PandaDoc
- Adobe Acrobat Sign
Marketing
Campaign drafting, segmentation and performance summaries.
- HubSpot Marketing Hub
- Mailchimp
- Klaviyo
- ActiveCampaign
- Constant Contact
HR & payroll
Policy answers, onboarding tasks and people-ops requests.
- Gusto
- ADP
- BambooHR
- Rippling
- Paylocity
Industry systems
Practice, property, restaurant and clinic systems, connected with care for regulated data.
- Clio (legal)
- AppFolio (property management)
- Yardi (property management)
- Buildium (property management)
- Toast (restaurants)
- Mindbody (fitness & wellness)
- athenahealth (healthcare)
Databases & spreadsheets
Ask questions of your data, and replace fragile spreadsheet processes.
- Excel & CSV files
- Google Sheets
- PostgreSQL
- MySQL
- Microsoft SQL Server
- Snowflake
- BigQuery
- Microsoft Access
Automation platforms
Add AI judgment to the automations you already run, or graduate from them.
- Zapier
- Make
- n8n
- Power Automate
- Zoho Flow
Your environment, your rules
Runs where your data is allowed to live.
The AI doesn't have to live with us. It can run in your own cloud account, use the model provider your policies allow, and show up wherever your team already works.
Where it runs
Amazon Web Services
Run inside your AWS account, with models through Amazon Bedrock.
Microsoft Azure
Run in your Azure tenant, with Azure OpenAI and Microsoft Entra ID sign-in.
Google Cloud
Run in your Google Cloud project, with Gemini models through Vertex AI.
Private servers
On-premises or private cloud, with self-hosted models when data can't leave.
Which models
OpenAI
GPT models, directly or through Azure
Anthropic Claude
Directly, or through AWS Bedrock or Google Cloud
Google Gemini
Directly or through Vertex AI
Open-source models
Llama, Mistral, Qwen and others, self-hosted
Chosen for accuracy, cost and your data rules, and swappable later without rebuilding the integrations.
Where your team uses it
Integrations are built as MCP servers, the open standard for connecting AI to tools, so the same connections work in:
- Claude
- ChatGPT
- Microsoft Copilot Studio
- Slack and Teams
- Your own web or mobile app
Tell us what you run. We'll show you what AI can take off your plate.
Pick your systems in the free scope and get a brief with the integrations, effort and first milestone that fit.