Integrations

One of the most established and trusted payment gateway solutions out there is Authorize.Net. With this payment gateway, you can accept both one-time payments and recurring subscription payments.

Each member of your Staff can sync their Synchronized Portal calendar to their Google Calendar. This means whenever a Task or Event is assigned to your Team, they will show not only on their Synchronized Portal calendar, but those Tasks/Events will also be replicated in their Google Calendar. If these Tasks/Events are modified, moved or deleted, those changes are also reflected on the Google Calendar side.

PayPal is one of the most universally used and accepted payment exchange solutions. With this payment gateway, you can accept one-time payments only.

reCaptcha is an anti-bot solution you can add to your Kickoff Forms, Update Forms, and General Forms. It can protect you from automated attacks and abuse. It is low-friction – all the user needs to do is click on a checkbox to continue.

Each member of your Staff can sync their Synchronized Portal calendar to their Google Calendar. This means whenever a Task or Event is assigned to your Team, they will show not only on their Synchronized Portal calendar, but those Tasks/Events will also be replicated in their Google Calendar. If these Tasks/Events are modified, moved or deleted, those changes are also reflected on the Google Calendar side.

Twilio is a cloud communications platform. You can connect your Twilio account with the platform in order to send SMS notifications to your users.

If your website is built on the WordPress framework, you can seamlessly integrate Synchronized Portal using our free Client Portal Direct Login plugin, available for download and installation from the WordPress Plugin Repository. This plugin adds a simple customizable login form to your WordPress site, which allows you and your clients to login to your Synchronized Portal installation directly from your site, entirely bypassing the normal Synchronized Portal login page. Coupled with Branded Environments, the transition from your site to Synchronized Portal can be made seamless.

Braintree was a pioneer in developer friendly mobile & eCommerce payments. In it’s early years, Braintree acquired Venmo for $26.2 million, and then just a year later, Braintree was acquired by PayPal for $800 million. With this payment gateway, you can accept both one-time payments and recurring subscription payments.

hCaptcha is an anti-bot solution you can add to your Kickoff Forms, Update Forms, and General Forms. It can protect you from automated attacks and abuse. It is low-friction – all the user needs to do is click on a checkbox to continue.

Easily connect your QuickBooks Online account with your Synchronized Portal installation, and whenever you create an Estimate or Invoice, or track a payment, in Synchronized Portal, that data will automatically be synced and logged in your QuickBooks Online dashboard. Client data is automatically pulled over as well, so you can easily view any Synchronized Porta Estimates, Invoices, and payments in either Synchronized Portal or QuickBooks Online. Integration is as simple as logging in, and you’ll be up and running and synced in a matter of minutes.

Ensure that all of your Email Marketing Campaigns are delivered successfully, by integrating SendGrid sending services. An optional add-on for the Synchronized Portal Email Marketing functionality, we will setup and configure a dedicated IP address for sending your emails, only used by you and no other customer, with a standard allowance of 10,000 email sends per month. SendGrid is the best in the business when it comes to mass email delivery, and integrating with them will ensure that your clients will always receive any Marketing emails you send.

Stripe made a name for itself by bursting on the scene with well documented & developer friendly solutions to using payment gateways in eCommerce and mobile apps. With this payment gateway, you can accept both one-time payments and recurring subscription payments.

Stripe ACH supports accepting ACH payments direct from bank accounts. Stripe ACH can be used for both standard Invoice payments and Subscription Payments. Stripe ACH is currently supported only for Stripe businesses based in the US.

Integration between Synchronized Portal and Zapier means performing redundant actions in multiple places is a thing of the past. Connecting your Synchronized Portal account in one location means you can perform a multiple of actions across the web, all from your Dashboard. Easily have Synchronized Portal Clients synced to your Gmail contacts, have Tasks automatically created in Asana, have Invoices generated inside Freshbooks, and much more. With the interconnected nature of Zapier, the possibilities are nearly limitless!

Zoom is a cloud-based video communication app that lets you set up a virtual “meeting room”, which you can use for conferences, webinars, and other collaborative usages. You can set up a Zoom integration that allows you to automatically create a Zoom meeting along with a booked appointment. You’ll need to create a Zoom account in order to utilize the integration, but an account is not required for the Contact.