Manage your integrations

Where integrations live

In the Admin Console, open Integrations under General. This is where you add and configure the external accounts your organisation uses. Email providers live separately under SMTP Settings.

What you can connect

  • Accounting and payroll – Xero, MYOB Business, QuickBooks Online and Pay Captain.
  • Sales – Salesforce.
  • Website forms – WordPress / Contact Form 7, with an integration API key.
  • Advertising – Google Ads, to map ad accounts to customers.
  • Calendars – Google Calendar and Microsoft Calendar.
  • Payments – Stripe, so customers can pay invoices by card. See Take card payments with Stripe.
  • Zapier Workflows – for example, add a row in Google Sheets whenever a new task is created. Google Calendar and Slack workflows are coming soon.

Connect an app

  1. Find the app’s card and click Connect.
  2. Sign in to the other app and allow Graysync to access it.
  3. Back in Graysync, the card shows Connected. Click Open to manage the connection.

For a Zapier workflow, click Use workflow.

The animation below walks through these steps.

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