Integrations

Manage connected Microsoft mailboxes as shared conversations.

• Administrator-configured Microsoft app
• Automatic background mailbox sync
• Email threads imported into conversations

Bring connected Gmail mailboxes into the shared inbox.

• Administrator-configured Google app
• Email history import
• Link incoming mail to client records

Show connected calendar events alongside work deadlines.

• Week and day views in the workspace timezone
• Task due dates and scheduled work
• Background calendar sync

Accept invoice payments through your connected Stripe account.

• Connected Stripe account per workspace
• Invoice payments through the customer portal
• Refunds subject to invoice approval permissions

Post Teams channel messages into workspace conversations from a Power Automate flow or bot that you build and host. Messages flow one way: replies stay in UnifyDesk.

• Only messages signed by your flow or bot are accepted
• Resent or stale messages are kept out, with a setting you control
• Threads linked to workspace conversations

Connect translation projects and word-count workflows to delivery records.

• Workspace connection settings
• Translation jobs linked to client projects
• Connection validation and word-count sync

Tell your own systems when conversations and invoices change, in signed messages they can verify.

• Per-workspace endpoints
• Failed deliveries are retried automatically, up to 6 attempts
• invoice.paid & invoice.overdue events

Read and update workspace records from your own tools. The API reference is published on this site.

• Each token reaches only the modules you grant it
• Retries with the same request key within 24 hours never create duplicates
• Tokens issued by authorized workspace administrators

Six-step CSV wizard for MSP migrations.

• Companies, tickets, invoices, and time
• Repeat imports skip records already imported, so nothing is duplicated
• Paid invoice reconciliation with recorded outcomes

Connect and run push/pull sync while tax mapping and reconciliation complete sandbox validation.

• Connect by signing in to your QuickBooks account
• Scheduled customer and invoice sync
• Payment pull with visible per-record failures

Connect and run push/pull sync while tax mapping and reconciliation complete sandbox validation.

• Connect by signing in to your Xero account
• Scheduled contact and invoice sync
• Payment pull with visible per-record failures