Integrations
The software you already use.
Connected by industry.
Three main tools per industry. Each card explains how we connect and what gets saved — customers, jobs, tickets, or cases — so you see proof, not a logo wall.
Don't see your platform? We scope connectors during onboarding — tell us your stack and use case.
Field service & dispatch
Home services
HVAC, plumbing, electrical, roofing, and pest — we map your call flows to the FSM objects dispatchers already work in, with audit logs for every write.
JobberGraphQL API + app webhooks for clients, jobs, and visits
- GraphQL API
- OAuth 2.0
- App webhooks
- Create and update clients, properties, and jobs from voice or SMS intake
- Book visit windows and log activities coordinators can dispatch
- React to CLIENT_CREATE, JOB_CREATE, and visit events in real time
ServiceTitanEnterprise dispatch, calls, and revenue workflows
- REST API
- Partner integrations
- Call & job events
- Route emergency vs routine jobs with structured fields your CSRs trust
- Sync booked jobs and customer records into ServiceTitan objects
- Support multi-location shops with role-aware handoffs to live staff
Housecall ProScheduling, estimates, and customer records for growing trades
- REST API
- Zapier
- Webhooks
- Capture address, issue type, and booking preferences on inbound calls
- Push leads and jobs into Housecall Pro pipelines your team already uses
- Trigger SMS confirmations and follow-ups from the same automation graph
CRM & lead routing
Real estate teams
Brokerages and ISA teams — speed-to-lead, listing Q&A from your materials, and showing requests logged in the CRM before the agent picks up the phone.
Follow Up BossThe CRM serious teams use for speed-to-lead
- REST API
- Lead webhooks
- Pond routing
- Create and assign leads with source, timeline, and price band captured
- Trigger pond rules so the right agent gets the first human touch
- Log every AI touch as an activity — no mystery leads in the CRM
kvCOREInside Real Estate — sites, CRM, and nurture in one stack
- API integrations
- Lead sync
- Campaign hooks
- Qualify portal and sign-call leads with structured buyer/seller fields
- Push hot prospects into kvCORE automations your ISA team already runs
- Answer listing questions from approved MLS and marketing PDFs
LionDeskCRM, texting, and transaction checklists for agents
- REST API
- SMS workflows
- Contact sync
- Capture showing requests with property, time window, and contact prefs
- Keep text threads and CRM notes aligned on the same contact record
- Nurture long-cycle leads with consistent follow-up tasks
Practice management
Legal intake
Firms and intake specialists — matter-aware routing, consult holds, and conflict flags written into Clio-class systems before an attorney spends billable time on a bad fit.
ClioMarket-standard practice management with a mature API
- Clio Manage API v4
- OAuth 2.0
- Clio Grow (intake)
- Create contacts and matters with practice-area and urgency captured
- Book consults on attorney calendars with calendar_owner rules respected
- Attach intake transcripts as communications for ethical review
MyCaseIntake, tasks, and billing for small firms
- REST API
- Client portal hooks
- Calendar sync
- Qualify personal injury vs family vs estate with structured questionnaires
- Assign tasks to the right paralegal queue automatically
- Reduce incomplete intakes before the first attorney call
PracticePantherCRM, time tracking, and automation for growing firms
- REST API
- Zapier
- Workflow automations
- Log leads with referral source and matter value estimates
- Trigger follow-up sequences when a prospect stalls mid-intake
- Keep document checklists visible to intake before files are opened
Practice management & scheduling
Healthcare clinics
Ambulatory and multi-site clinics — grounded patient-facing answers with scheduling and intake context pushed into your PM/EHR, not a parallel spreadsheet.
athenahealthAmbulatory scheduling and orders at scale
- athena API
- HL7/FHIR paths
- Secure OAuth
- Deflect repeat intake and policy questions with cited, approved snippets
- Propose appointment windows aligned to practice scheduling rules
- Log patient interactions for compliance review — humans on clinical decisions
DrChronoCloud EHR built for API-first clinic workflows
- REST API
- Webhooks
- Patient engagement
- Sync demographics and appointment requests from voice or chat intake
- Attach conversation summaries to the patient chart as structured notes
- Automate reminders and prep instructions from your approved protocols
eClinicalWorksHealow scheduling and high-volume practice ops
- eClinicalWorks API
- Healow
- Practice workflows
- Route new patients vs established patients with the right intake questions
- Hand schedulers proposed slots instead of sticky-note callbacks
- Keep billing and front-desk FAQs grounded on your published policies
Storefront & support ops
E‑commerce / DTC
High-volume brands — order-aware support that pulls Shopify context into Gorgias or Zendesk so agents and automations stop asking “what’s your order number?”
ShopifyOrders, fulfillments, and customer records at scale
- Admin API
- Webhooks
- Flow-ready events
- Look up order status, tracking, and refund eligibility in one turn
- Create draft orders or tag customers after a qualified conversation
- Subscribe to ORDERS_CREATE and fulfillment events for proactive SMS
GorgiasSupport inbox built for Shopify-native brands
- REST API
- Ticket webhooks
- Macro actions
- Open and update tickets with order and shopper history pre-attached
- Apply tags and macros your team already approved for WISMO and returns
- Escalate to a human with full transcript + Shopify order link
ZendeskEnterprise ticketing with clear escalation paths
- REST API
- Sunshine Conversations
- Triggers
- Deflect tier-1 policy questions with grounded, cited answers
- Create tickets with custom fields your CS managers report on
- Hand off to the right group when sentiment or VIP rules fire
CRM, support & collaboration
SMB internal ops
B2B and ops-heavy teams — internal copilots grounded on your SOPs with writeback to HubSpot, Salesforce, and Slack so answers turn into owned next steps.
HubSpotCRM, marketing, and service hub in one motion
- CRM API
- Workflows
- Service tickets
- Create and update contacts/deals with fields your RevOps team defined
- Enroll qualified leads in sequences — no manual copy from chat logs
- Open service tickets when an internal or customer ask needs a human
SalesforceAccounts, opportunities, and cases for complex B2B
- REST & Bulk API
- Platform events
- Flow-ready
- Write structured Activities and Cases after every grounded session
- Respect custom objects and validation rules in your org
- Route enterprise prospects to AE queues with security review flags
SlackWhere your team already coordinates handoffs
- Slack API
- Workflow Builder
- Channel posts
- Post summarized escalations to #sales, #support, or #finance with links
- Answer internal SOP questions with citations to Notion or Confluence sources
- Notify on-call when an automation needs human approval
What happens next
What happens next.
Step by step.
Clear steps so investing in your front desk feels predictable — not a mystery.
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In thirty days, know what to buildand what it is worth.
One working session: your calls, your tools, your numbers on the table. You leave with a plan you can fund — or hand to whoever signs the check — not just slides. See what the audit includes.