Business System & CRM Integrations
A connected AI employee needs access to the records behind its assignment. Start with an available integration, review the supported roles and actions, and decide which permissions the job needs. IanaiERP, QuickBooks, and Shopify are available here; the CRM and other products marked coming soon are planned connections.
Live Platform Integrations
ianaiERP
ERPConnect customer, sales, purchasing, inventory, and financial workflows within IanaiERP. Choose a compatible role and review its available actions before assigning routines. Access depends on the connected company and permissions you grant.
QuickBooks
AccountingConnect QuickBooks for customer records, estimates, invoices, payment follow-ups, and supported supply workflows. The AI Bookkeeper and AI Inventory Manager provide role-specific starting points. Review the capability coverage below because QuickBooks does not expose every ERP operation.
Shopify
E-CommerceConnect Shopify for store orders, products, customer questions, and inventory visibility. Choose the AI E-commerce Manager or AI Retailer according to the work you need. Check which actions are supported and agree on approval rules before automating customer-facing changes.
Upcoming Software & CRM Integrations
This connection is planned and is not currently available to connect. Join the notification list to express interest, or tell our team which records and actions your workflow needs. Availability, supported actions, and setup requirements will be confirmed when the integration launches.
Full accounting integration with Xero — invoices, payments, and financial reporting.
Enterprise ERP integration with Oracle NetSuite for complex business workflows.
Unified support ticketing with Zendesk — AI Employees resolve and manage tickets.
CRM and marketing automation with HubSpot — leads, contacts, and campaigns.
Enterprise CRM integration with Salesforce — opportunities, accounts, and workflows.
Customer messaging with Intercom — AI Employees handle conversations and support tickets.
Support desk integration with Freshdesk — ticket management and customer communication.
Sales pipeline management with Pipedrive — deals, contacts, and activities.
Email marketing with Mailchimp — campaigns, audiences, and automation.
Prepare a connection for useful work
Confirm the account and scope
Identify the company or store to connect and have an authorized administrator review access. Check that the records needed for your first workflow are present and up to date.
Match actions to a role
Use the capability overview and compatible role list to check the assignment. A connection does not make every action available, and role permissions can further limit what an employee may do.
Test, review, then schedule
Start with a representative record and a clear approval path. Review the result and activity history before enabling recurring work. Define who handles missing data, access issues, and exceptions.
Get Notified When New Integrations Launch
Get notified when new integrations launch.
Need a Custom Integration?
We're always adding new integrations. Let us know what you need.
Contact Us