Integrations

Connect your workspace with tools your team already uses.

Slack

Receive real-time notifications about important events.

Setup

1. Go to Workspace Settings > Integrations > Slack
2. Click Authorize
3. Select your Slack workspace and channel
4. Save

Notifications

• Request created/completed
• Ticket created
• Invoice paid / Payment succeeded

Manage

• Test connection from settings
• Disconnect when needed
• Bulk link users to Slack accounts (optional)

Zapier

Automate workflows and connect with thousands of apps.

Setup

1. Go to Workspace Settings > Integrations > Zapier
2. Copy your webhook/API credentials
3. Create a Zap using Webhooks by Zapier or available connectors
4. Map fields and test

Common Zaps

• Create CRM records on new clients
• Notify external systems on request updates
• Log invoice payments in accounting systems

Live Chat

Embed a live chat widget in your client portal.

Setup

1. Go to Workspace Settings > Integrations > Live Chat
2. Choose provider (Custom/Intercom/Crisp/Tawk/LiveChat/Zendesk)
3. Paste embed code
4. Enable and save

Options

• Show only on client portal
• Auto-load widget

Best Practices

• Limit integration permissions (least privilege)
• Test each integration after setup
• Monitor error logs for failures
• Document your integration configuration