Integrations marketplace

Connect the tools your team already uses. Open Integrations (in the menu, or Settings → Integrations) to browse connectors grouped by category:

• E-signature - built-in e-sign, DocuSign, Dropbox Sign, PandaDoc
• Banking & underwriting - Plaid, Ocrolus, Heron
• Payments & ACH - Stripe, Dwolla, ACHWorks
• Accounting - QuickBooks, Xero
• CRM & marketing - HubSpot, Salesforce, Mailchimp
• Communications - Twilio (SMS), Slack
• Documents & storage - Google Drive, Amazon S3
• KYC & credit - Middesk, Experian
• Automation - Zapier, Make

Enable a connector

Click Connect, enter the connector’s credentials, and save. Credentials are encrypted at rest (AES-256-GCM) and never shown again after saving. Disable or reconfigure any time.

Use from automation

Enabled webhook-style connectors (Slack, Zapier, Make) automatically receive events - for example, when a submission’s status changes the engine posts the event so your downstream automations can react. A connected Twilio account can send SMS from workflow actions.

Only administrators (with edit company settings) can manage integrations.

Can’t find what you need? Return to the app or contact your administrator.