Integrations

Connect ZenWorkflow to the tools you already use

Keep client files in Google Drive, sync clients to your SendPulse mailing lists and ask Claude or ChatGPT about your practice—all from the same client and workflow data.

Integrations hub: Google Drive, SendPulse, Claude and ChatGPT connected (illustration)

Available integrations

Google Drive

A Drive folder for every client, browsable right inside the client record.

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SendPulse

Keep a SendPulse mailing list up to date with your clients and contacts.

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Claude & ChatGPT

Ask your AI assistant about workflows, clients, invoices and timesheets.

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How it works

Connected in minutes

Integrations are switched on per organisation by an admin.

1

Open Settings

An admin opens Settings → Integrations and picks the tool to connect.

2

Authorise

Sign in to the other service and approve access—no files to install.

3

Work as usual

ZenWorkflow keeps the connection running in the background.

Coming soon

QuickBooks Online

Coming soon: send clients, invoices and payments to QuickBooks.

Xero

Coming soon: send clients, invoices and payments to Xero.

HubSpot

Coming soon: keep clients in step with HubSpot contacts and companies.

Bring your tools together

See how ZenWorkflow fits alongside the software your firm already runs on.

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