Integrations extend OnboardFi into the rest of your tech stack. They let AI agents take action in external systems, sync data bidirectionally, and coordinate workflows without manual effort.
Enable, configure, launch
Head to Settings → Integrations to connect accounts, map fields, and test actions before rolling out to customers.
Productivity & Scheduling
| Integration | Highlights | Signature Use Case |
|---|---|---|
| Google Calendar | Availability checks, instant scheduling, meeting invites, recurring events | Prospects book a kickoff call directly in the chat |
| Slack | Portal notifications, login alerts, task updates, escalation channels | Success team gets notified when milestones complete |
| Notion | Sync docs, embed pages, post updates back to Notion | Keep onboarding guides synchronized across portals |
| Gmail | Branded emails, open tracking, threaded follow-up, document attachments | AI agent sends welcome emails with onboarding assets |
| DocuSign | E-signature workflows, status tracking, auto-storage in portals | Contracts route automatically during onboarding |
CRM & Work Management
- HubSpot: Sync contacts/companies, update deal stages, log AI activity, trigger workflows, manage tasks.
- Monday.com: Mirror portal tasks in boards with two-way status updates and custom field mappings.
HubSpot in action
When a portal phase changes from Onboarding to Active, HubSpot automatically updates the deal stage and launches your renewal sequence.
API & Webhooks
- Custom webhooks fire on client logins, task completions, or phase transitions.
- Inbound webhooks update portal data when external systems change state.
- Automation builder orchestrates multi-step workflows with conditions and reusable actions.
Integration Setup Flow
Discover Available Integrations
Browse by category or search within Settings → Integrations to locate the connector you need.
Connect Accounts Securely
Complete the OAuth flow or enter API credentials. Permissions remain scoped to the features you enable.
Configure Sync Rules
Map fields, choose default behaviors, and define how data should flow between systems.
Enable for AI Agents & Teams
Select which agents or users can trigger integration actions, such as sending emails or updating CRM records.
Run Test Actions
Send a test email, create a sample calendar event, or push a dummy record to confirm configuration.
Monitor Activity Logs
Review successful actions, handle errors, and optimize settings as you scale usage.
Strategic Advantages
- Eliminate duplicate data entry across CRM, billing, and collaboration platforms.
- Unify workflows so AI agents can schedule meetings, send emails, and update records mid-conversation.
- Accelerate implementation with pre-built connectors instead of custom development.
- Enhance agent capability by turning conversations into action-ready moments.
- Maintain a single source of truth through reliable, bidirectional synchronization.
Explore the Integration Ecosystem section for deeper technical guidance and automation patterns.