Integrations
Connecting the tools you already run so they finally talk to each other.
7 articles
Connecting Your Business Tools: The Operator’s Integration Guide
Why your business tools don’t talk to each other, what it costs, and how to connect Xero, your CRM, email and job software into one system that runs itself.
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Stripe To Airtable: A Live Revenue And Invoicing System
How to connect Stripe to Airtable for a live revenue and invoicing system: real-time payment events, the MRR and outstanding view, and triggered follow-ups.
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ServiceM8 Automation For Trades And Field Service
How to automate on top of ServiceM8: instant lead response, quote-to-invoice in Xero, and customer comms that run themselves, while you keep control of pricing.
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Turn Gmail And Google Sheets Into A Real Ops System
How to turn the Gmail and Google Sheets you already pay for into a real ops system: intake and actions in Gmail, a live database in Sheets, wired with logic.
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Connect And Automate Your Xero Stack
How to connect Xero to the rest of your stack so jobs become invoices, bills and reconciliation run with approval, and live numbers feed a Command Centre.
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Automate HubSpot Without Manual Data Entry
How to automate HubSpot so leads populate themselves, notes log automatically, and deals move on real signals, keeping your CRM accurate without data entry.
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Automate Employment Hero And Payroll Admin (Australia)
How to automate the admin around Employment Hero and payroll in Australia: onboarding, time and roster data, and HR, with a person approving the pay run.
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