Connections

Connections are the outside services your system works with. Everything is optional except what you choose to use. Only admins see them, under Settings, System, Connections.

The pages

• Services: one card per service, grouped by what it is for: Email, Phone and texting, Payments (Stripe), Maps and routes (Google Maps), Calendar and meetings (Google Calendar, Zoom), Leads and imports, Team and books (QuickBooks), Your own integrations and Backups.
• Phone: RingCentral or Twilio for texts and calls, and Zapier. See Set up texting.
• Webhooks: Leads in from your website forms, Events out to your own systems, and API keys. See Webhooks and API keys.
• Team chat: alerts into Google Chat, Discord or Microsoft Teams. See Team alerts and chat channels.
• AI: the switch and address for outside AI tools. See Connect AI tools.

How a card works

Each card on Services walks you through its own numbered steps: Get these from the service (with a link to it), Paste the keys, any settings, then one button to prove it works, usually Test the key.

The pill on each card is honest about where it stands:

• Connected: it is on and its last test or run worked.
• On, not tested yet: switched on, but nothing has proved it yet.
• Not working: the last run failed. The service's own words show on the card.
• Paused or Not set up.

Good to know

• Keys you paste are kept on the server, never in the browser.
• Each person connects their own mailbox under Settings, Me, My email and their own calendar under Settings, Me, My calendar. The cards here are the company's side.
• Full walkthroughs for the accounts you make at Google, Twilio, Stripe and others are in the setup guide.
• Settings, Tools, Health checks every connection and flags the ones that stopped working. See System health.