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Developed & Maintained by JetherWeb
Link payments, accounting, messaging, calendars and more so records stay in step across systems.
Money in and money out, without retyping. Link your payment and accounting tools so invoices, expenses and payments match on both sides.
Payments & AccountingType: 1-Click AuthenticationKeep invoices, expenses and payments in step with your QuickBooks accounting.
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Payments & AccountingType: 1-Click AuthenticationSync invoices, bills and payments with Xero so your books stay current.
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Every customer conversation in one place. Sync contacts, deals and pipelines so sales progress sits next to the work it creates.
CRM & SalesType: 1-Click AuthenticationBring contacts, deals and pipeline updates from HubSpot into the same workspace as the rest of your operation.
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CRM & SalesType: 1-Click AuthenticationKeep accounts, opportunities and activities aligned between Salesforce and your ConfigBiz workspace.
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CRM & SalesType: 1-Click AuthenticationSync leads, contacts and deals from Zoho CRM so follow-ups never fall through the cracks.
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Reach customers and staff where they already are. Send order updates, reminders and alerts to chat apps, SMS and team channels.
Messaging & CommunicationsType: 1-Click AuthenticationSend ConfigBiz alerts and notifications — new leads, approvals, low stock — straight to your Slack workspace.
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Messaging & CommunicationsType: 1-Click AuthenticationPost approvals, alerts and daily summaries into the Teams channels where your staff already work.
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One customer list, everywhere it matters. Keep contacts in step with your email tools so campaigns reach the right people.
MarketingType: 1-Click AuthenticationKeep your customer list in sync with Mailchimp for newsletters and campaigns.
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Bookings without the double entry. Appointments made in ConfigBiz appear on your team's calendars, and outside bookings flow back in.
Calendar & SchedulingType: 1-Click AuthenticationAppointments and meetings created in ConfigBiz show up on your team's Google Calendar.
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Calendar & SchedulingType: 1-Click AuthenticationKeep bookings and meetings aligned with Outlook and Microsoft 365 calendars across your team.
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Calendar & SchedulingType: 1-Click AuthenticationTurn Calendly bookings into ConfigBiz appointments so scheduled work flows straight into operations.
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Paperwork kept with the record it belongs to. Link quotes, contracts and files stored in your drives and signature tools.
Documents & StorageType: 1-Click AuthenticationAttach quotes, contracts and records in ConfigBiz to files stored in your team's Google Drive.
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Documents & StorageType: 1-Click AuthenticationLink business documents in ConfigBiz to files in OneDrive so paperwork stays with the record it belongs to.
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Documents & StorageType: 1-Click AuthenticationKeep shared files in Dropbox connected to the ConfigBiz records your team works from every day.
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Shop sales and back-office work in step. Orders and customers from your store flow into fulfilment, stock and follow-up.
CommerceType: 1-Click AuthenticationBring Shopify orders into ConfigBiz so fulfilment, inventory and customer follow-up run from one place.
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CommerceType: Encrypted API KeySync WooCommerce orders and customers with ConfigBiz to keep shop sales and back-office work aligned.
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ConfigBiz plus the thousands of apps you already use. When something happens here, run actions elsewhere — and the other way around — with no code.
AutomationType: Encrypted API KeyConnect ConfigBiz to 7,000+ other tools. Zapier watches for things that happen here and runs actions elsewhere — and vice versa.
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AutomationType: Encrypted API KeyLike Zapier — build automation scenarios between ConfigBiz and your other apps without code.
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Your systems, your rules. Send ConfigBiz events to any endpoint your team maintains and build on top of your own data.
DeveloperType: WebhookSend events from ConfigBiz to your own server or app. For developers with an endpoint ready to receive them.
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Each connection belongs to your company workspace, and your workspace admin sets it up once — mostly through 1-Click Authentication that takes you straight to that provider (for example Google, Microsoft, HubSpot, Slack, Xero or Shopify) to approve the connection, with no keys to copy.
Connection details are stored encrypted. A connection can be switched off at any time without losing the records it already created.
One workspace, not five logins
Payments, messages, bookings, files and orders land in the same place your team already works.
You choose what connects
Connect one tool or twenty. Every provider is optional, and any connection can be switched off.
Part of how your business runs
Approvals and automations reach people through the channels you connect — Slack, Teams, email, or SMS.
What it is
Integrations link ConfigBiz with the tools you already use: payments, accounting, messaging, calendars, online stores and more.
Your workspace admin connects each tool once. After that, matching records appear next to the rest of your operation without double typing.
Why it matters
ConfigBiz stays the record for how your business runs, while specialist tools keep doing what they do best.
Connections are set up once by an admin, stored securely, and can be switched off anytime without losing records already created.
The problem it removes
Copying sales into accounting, or orders into chat, wastes time and introduces errors. Staff end up maintaining the same detail in two places.
A connected tool shares the detail once, so ConfigBiz and your other app stay in step.
Common mistake owners make
Connecting everything on day one creates noise and confusion about which system holds the truth. Connect payments first, then accounting, then the rest one by one.
A day in the life
Picture a normal business day with Integrations running quietly in the background.
Morning
Check synced payments
Card payouts already sit matched against the right invoices, so reconciliation is a short check.
Midday
Work normally
Store orders arrive as ConfigBiz sales and alerts reach managers where they already spend their day.
Closing
Trust the books
Accounting exports carry consistent names and dates, with no retyping between systems.
IN PRACTICE
Card payments through Stripe appear against the right invoices, which makes daily reconciliation a short check instead of a long hunt.
Sales and expenses export cleanly to QuickBooks or Xero with consistent names, so month end questions drop.
Approval requests and low stock alerts post to Slack or Teams, where managers already spend their day.
Connected, not separate
Integrations works best when it shares records with the parts of your business around it. One record entered once, used everywhere. Here is how owners usually connect it.
Owner tip for week one
Decide one rule: ConfigBiz is the record for how the business runs, while specialist tools keep their specialty. Every integration should answer which side owns each field.
