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Integration

Primary Industry Served

Integration Type

Method

Agile CRM

tx. data ingestion

 

Transaction Ingestion

Zapier

AMS360

Insurance

Transaction Ingestion

API

 

ARIVE

Mortgage

SSO, hierarchy data ingestion

 

Transaction Ingestion

Zapier

BambooHR

Human Resources

 

Transaction Ingestion

API

Brokermint

Real Estate

Transaction Ingestion

API

 

Bytepro

Mortgage

Transaction Ingestion

API

 

Calendly

tx. data ingestion

  •  DocuSign
 

Transaction Ingestion

OAuth

DocuSign

Transaction Ingestion

API

Dotloop

Real Estate

Transaction Ingestion

 

OAuth

Encompass

Mortgage

tx. data ingestion

  •  Financial Services Cloud

Financial Services

 

Transaction Ingestion

API

Follow Up Boss CRM

Real Estate

Transaction Ingestion

Zapier

 

Greenhouse

Human Resources

Transaction Ingestion

API

 

Hawksoft

Insurance

 

Transaction Ingestion

API

HROne

Human Resources

  •  Insightly
 

Transaction Ingestion

API

/wiki/spaces/Engineering/pages/2477621388

Transaction Ingestion

OAuth

Insightly

API

Insperity

Human Resources

  •  JIRA
 

Transaction Ingestion

API

Jira

Transaction Ingestion

OAuth

LendingPad

Mortgage

 

Transaction Ingestion

Zapier

MergeATS

  •  MergeHRI

 

Transaction Ingestion

MergeHRI

Transaction Ingestion

Microsoft Azure

SSO, hierarchy data ingestion

OAuth

Microsoft Teams

Social Integration

OAuth

Monday.com

Human Resources

tx. data ingestion

 

Transaction Ingestion

Zapier

Okta

SSO, hierarchy data ingestion

 

Hierarchy Ingestion

API & OAuth

Paperless Pipeline

Real Estate

Transaction Ingestion

  •  Pipedrive
  •  QQCatalyst
 

Zapier

Pipedrive

Transaction Ingestion

API

QQCatalyst

Transaction Ingestion

API

Salesforce

Review Data Export

OAuth

Salesforce FinServ Cloud

Financial Services

Transaction Ingestion

OAuth

Salesforce Sales Cloud

tx. data ingestion

 

Transaction Ingestion

OAuth

Salesforce Service Cloud

  •  Skyslope

Transaction Ingestion

OAuth

SFTP

General

Transaction Ingestion

SFTP

SkySlope

Real Estate

  •  Tableau
 

Transaction Ingestion

API

Slack

Social Integration

Smartsheet

Transaction Ingestion

Zapier

Tableau

Advanced Reporting

API

Total Expert

Mortgage

 

Integration**

API

Woo Commerce

E-commerce

Transaction Ingestion

API

 

Workable

Human Resources

Transaction Ingestion

API

 

Zenefits

Human Resources

 

Transaction Ingestion

API

Zoho CRM

Transaction Ingestion

OAuth