AltaPro AI
Integrations · Custom CRM & Operations Software

50+ Platforms.
One System.

Custom software means the integration list is open-ended: anything with an API can be wired in. These are the 52 platforms we most commonly connect for trades, contractors, clinics and service businesses — so your quotes, jobs, invoices, calls and books stop living in separate tools.

Accounting & Payroll

05 platforms

The books are usually the system that stays. Custom builds push clean data into them and pull the numbers back out.

QuickBooks logo
QuickBooks

Invoices, payments and job costs sync from your ops system straight into QuickBooks — no month-end re-keying.

Sage logo
Sage

Approved invoices and job costs pushed into Sage 50 or Intacct, with account and balance data pulled back into your dashboards.

Xero logo
Xero

Two-way sync for invoices, contacts and payments, so the books always match the job record.

FreshBooks logo
FreshBooks

Quotes that win become FreshBooks invoices automatically; time and expenses follow the job in.

ADP logo
ADP

Approved timesheets from your ops system feed the payroll run — hours flow in, pay stays in ADP.

Construction & Field Ops

07 platforms

The deepest shelf in our catalogue — field platforms bridged into one back office instead of five separate logins.

Procore logo
Procore

Pull RFIs, submittals, daily logs and budgets into your own back office — and push decisions back to the field.

Jobber logo
Jobber

Jobs, quotes and visit schedules synced with your custom CRM, so office and field work one record.

ServiceTitan logo
ServiceTitan

Dispatch and job data bridged into your own reporting layer — or migrated off entirely into a system you own.

Housecall Pro logo
Housecall Pro

Bookings and customer records synced in, or Housecall Pro jobs piped into custom invoicing and reporting.

Buildertrend logo
Buildertrend

Selections, schedules and change orders pulled into one owner-level dashboard across every project.

Autodesk Construction Cloud logo
Autodesk Construction Cloud

Sheets, models and issues from ACC connected to your project record, so nothing gets entered twice.

Bluebeam logo
Bluebeam

Markups and drawing revisions tied to the same job file the rest of the office already works in.

CRM & Sales

04 platforms

Sometimes we replace these; just as often we wire them into the operations system behind them.

Salesforce logo
Salesforce

Custom objects, flows and reporting wired between Salesforce and the ops system your field team actually uses.

HubSpot logo
HubSpot

Leads and deals flow into your pipeline; a deal marked won kicks off the job automatically.

Pipedrive logo
Pipedrive

Deals won in Pipedrive spawn jobs, contracts and invoices in your operations platform.

Monday.com logo
Monday.com

Boards kept in sync with real job data instead of status columns someone updates by hand.

Scheduling & Booking

03 platforms

Booking tools stay; the double entry between them and the job record goes.

Google Calendar logo
Google Calendar

Crew schedules, site visits and follow-ups written straight onto the calendars people actually check.

Calendly logo
Calendly

Booked calls create CRM records the moment they land, with the full attribution trail attached.

Jane App logo
Jane App

Clinic bookings and no-shows feed your recall lists, reporting and front-desk automations.

Communication & Phone

07 platforms

Calls, texts and messages logged against the customer record instead of living in someone's phone.

Twilio logo
Twilio

SMS reminders, missed-call text-back and job status updates sent from your own number, logged on the record.

RingCentral logo
RingCentral

Calls logged against the right customer; missed calls become follow-up tasks instead of lost work.

OpenPhone
OpenPhone

Shared-line calls and texts synced into the customer timeline your whole team works from.

Slack logo
Slack

Job alerts, new-lead notifications and approvals posted into the channels your team already lives in.

Microsoft Teams logo
Microsoft Teams

Site updates and approvals surfaced in Teams instead of another inbox nobody watches.

Gmail logo
Gmail

Quotes, invoices and follow-ups sent from your real address and threaded back to the job record.

Outlook / Microsoft 365 logo
Outlook / Microsoft 365

Email, calendar and files tied into the ops record for offices that run on Microsoft 365.

Payments & Banking

06 platforms

Getting paid faster is usually the first integration a build earns back.

Stripe logo
Stripe

Card and pre-authorized payment links on every invoice, with payouts reconciled back to the job.

Square logo
Square

In-person and online payments matched to invoices without a manual reconciliation pass.

Moneris logo
Moneris

Canadian card processing wired into your invoicing so payments post themselves.

Helcim logo
Helcim

Calgary-based payment processing wired into your quoting and invoicing, with payouts reconciled to the job.

Fiska
Fiska

Payment flows embedded directly in your own software — checkout, invoicing and reconciliation without a separate portal.

Plaid logo
Plaid

Bank feeds powering live cash-flow views and automatic payment matching.

Docs & Storage

04 platforms

Files organized around the job record instead of a shared-drive maze. E-signature isn't on this list because it doesn't need to be — signing is built natively into the systems we build, not bolted on through a third-party portal.

Google Drive logo
Google Drive

Job folders created automatically — photos, permits and contracts filed where they belong.

Dropbox logo
Dropbox

Project files organized per job and surfaced inside the system instead of a shared-drive maze.

Notion logo
Notion

SOPs and docs pulled into the workflow, so checklists live where the work actually happens.

Airtable logo
Airtable

The Airtable bases your ops grew up on, migrated into — or synced with — a proper operations platform.

E-Commerce & Web

06 platforms

The storefront, the website, and the front counter feed the same back office as everything else.

Shopify logo
Shopify

Orders, inventory and customers flowing between your store and your back office in both directions.

WooCommerce logo
WooCommerce

Store orders trigger fulfilment, invoicing and follow-up in one system.

Squarespace logo
Squarespace

Squarespace form fills and store orders land in your CRM with attribution, not an inbox.

Clover logo
Clover

Counter sales from your Clover POS reconciled into the same back office as everything else.

WordPress logo
WordPress

Website leads land in your CRM with source attribution, not in an email inbox.

Webflow logo
Webflow

Form fills become CRM records the second they're submitted.

AI & Voice

05 platforms

The models behind the automation — embedded in your workflows, working on your data.

OpenAI logo
OpenAI

GPT models embedded in your workflows — drafting, extraction and classification against your own records.

Anthropic Claude logo
Anthropic Claude

Claude-powered agents that draft quotes, summarize job files and answer questions from your records.

Google Gemini logo
Google Gemini

Gemini wired into Google-Workspace-heavy operations for drafting and document work.

ElevenLabs logo
ElevenLabs

Natural-sounding voice for reminders and after-hours answering, in a tone that matches your business.

Vapi logo
Vapi

Voice agents that answer, qualify and book calls straight into your CRM.

Marketing, Maps & Automation

05 platforms

The connective tissue — plus the glue tools a custom build either keeps alive or retires.

Google Maps logo
Google Maps

Route planning, service-area checks and address validation inside dispatch and quoting.

Mailchimp logo
Mailchimp

Segments built from real job history, so campaigns fire from live customer data.

Resend logo
Resend

Transactional email — quotes, invoices, reminders — delivered from your own domain.

Zapier logo
Zapier

Existing Zaps kept alive through a build — then replaced with direct integrations that don't silently break.

n8n logo
n8n

Self-hosted automation flows wired to your system's API — owned outright, like the rest of your stack.

Not on the List?

If It Has an API,
It Connects.

This page is the platforms we wire up most often — not the limit. Off-the-shelf software ships with a fixed integrations menu; custom software doesn't have one. Supplier price files, procurement portals, a legacy database, the weird industry tool only your trade uses — if it exposes data, we can build against it.

How an Integration Gets Built
  1. 01Map what the tool holds and which records need to move.
  2. 02Build against the platform's API on your accounts and keys.
  3. 03Test the sync against your real data before it goes live.
  4. 04Monitor it in production — retries, alerts, and a log you can read.
Integration FAQ

Common Questions.

Do You Integrate With QuickBooks, Procore, or Jobber?

Yes — accounting packages like QuickBooks, Sage and Xero, and field platforms like Procore and Jobber, are the integrations we build most often. The usual shape: your custom system becomes the one place your team works, and it pushes clean data into the tools that stay (the books, the field app) instead of someone re-keying it.

What If My Tool Isn't Listed Here?

The list on this page is representative, not a ceiling. Because every build is custom software, the real requirement is just an API — a documented way for systems to talk. Almost every modern business platform has one, and for the rare tool that doesn't, there's usually a workable route through exports, email parsing, or a supported middleware. Tell us what you run and we'll tell you how it connects.

Do You Replace These Tools or Connect Them?

Both, depending on the tool. Accounting software almost always stays — we connect it. Per-seat CRMs, project trackers and glue subscriptions often get replaced, because the custom system does that job without the monthly bill. The audit call sorts your stack into 'keep and connect' versus 'replace and retire' before anything is built.

How Much Does Adding an Integration Cost?

Integrations scoped into the original build are part of the build price. Adding one to a running system is typically days of work, not weeks — most platforms with a documented API land in the one-to-two-week range including testing, and it's covered under the monthly retainer or quoted as a small fixed piece. You'll have a number before we start.

How Long Does an Integration Take to Build?

A standard integration — sync invoices to QuickBooks, log calls from your phone system, push booked calls into the CRM — usually ships in one to two weeks. Deeper two-way syncs with field platforms like Procore can take longer because they carry more data shapes, but they're built and tested against your real records before anything goes live.

Don't Custom Integrations Break When APIs Change?

Every integration needs maintenance — including the native ones inside SaaS platforms, because vendors deprecate and change their APIs constantly. The real difference is who's accountable when it happens. Our integrations ship as production software: versioned, tested, and monitored, with alerting that catches a failure before your office does. API changes are covered under support — when a vendor updates their platform, absorbing that change is our problem, not yours.

Who Owns the Integration Code?

You do — the same ownership rule as the rest of the build. The integration code lives in your system, runs on your accounts and API keys, and comes with you if we ever part ways. No connector subscription that dies when you stop paying a third party.

Tell Us What You Run.

Bring your current stack to a 30-minute call. You'll leave knowing what stays, what connects, what gets replaced — and what one system across all of it would look like.

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