Integrations

Works with the tools you already use.

105 integrations across every Advanced OS edition, from email and phones to accounting, payments, ads and payroll. If yours isn't listed, we build it.

Browse integrations Request an integration

Integrations are set up during onboarding with your own accounts. Each listing shows the typical setup time and whether the vendor has to approve access first. Product names are trademarks of their owners; listing them doesn't imply a partnership.

Most requested

The core connections

What most businesses connect first: email and calendar, phones, the books and payments.

Microsoft 365 (Outlook)
Available
Two-way calendar sync, emails logged to records, send from your own mailbox.
Google Workspace (Gmail & Calendar)
Needs vendor approval
Two-way Google Calendar sync and Gmail send/log.
QuickBooks Online
Available
Post invoices, payments and expenses to the books; map items and accounts once.
Stripe
Available
Card and ACH payments, pay links on invoices, saved cards and payouts.
RingCentral
Available
Click-to-call, call logs and recordings attached to the right customer.
Dialpad
Available
Calls, transcripts and AI call summaries on the customer timeline.
Advanced-OS for Chrome
Needs vendor approval
A Chrome extension: log Gmail and Outlook on the web emails to the right record, capture leads from any web page, and click any phone number to call through RingCentral or Dialpad.
Custom API integration
Scoped per customer
A connector built for a system that isn't listed: an industry platform, an in-house database or a partner's API. Scoped, built and maintained by Castle Arc.

How it works

Connected properly, not bolted on

Your accounts

You sign in to each tool, or an admin approves access. Advanced OS only gets the permissions the connection needs.

Kept on the server

Connection tokens and keys are stored encrypted on the server, scoped to your workspace, and never shown in the browser.

Every sync logged

Each sync, change and failure is logged and retried, and you can pause or disconnect any integration at any time.

Available

Prebuilt and ready to wire with your existing account—included live only when confirmed in the deal. Typical setup is a few business days once access is in hand.

Needs vendor approval

The vendor reviews the app or grants production access first (for example Meta, Google, Plaid and delivery apps). We start that early.

Scoped per customer

Enterprise systems, file feeds and custom APIs, scoped with you and built as a fixed project.

Every integration

Search by name, or filter by category and edition. Open any card for what it syncs and what you'll need.

105 of 105 integrations

Payments & POS 6

Stripe
Payments & POS
Card and ACH payments, pay links on invoices, saved cards and payouts.
Available 1–2 business days
What it syncs and what you need
- In: Payments and refunds
- In: Payouts to your bank
- Out: Invoices and pay links
- Both ways: Customers
You provide: A Stripe account (or we help you open one); Business verification completed in Stripe.
Vendor: Stripe's standard processing fees apply.
Editions: Commerce, Service, Marketing, Funding
Ask about Stripe
Square
Payments & POS
Square payments and terminals, catalog and customer sync for stores already on Square.
Available 1–3 business days
What it syncs and what you need
- In: Sales and tenders
- Both ways: Catalog and prices
- Both ways: Customers
- Both ways: Inventory counts
You provide: Square seller account owner sign-in.
Editions: Commerce, Service
Ask about Square
Clover
Payments & POS
Clover devices and merchant data for stores that keep their Clover hardware.
Needs vendor approval 5–15 business days
What it syncs and what you need
- In: Orders and payments
- Both ways: Inventory items
- In: Employees
You provide: Clover merchant ID; Merchant installs the Advanced-OS app from the Clover App Market.
Vendor: Clover App Market review is required before merchants can install.
Editions: Commerce
Ask about Clover
Toast
Payments & POS
Read menus, checks and labor from restaurants that stay on Toast POS.
Needs vendor approval 10–20 business days
What it syncs and what you need
- In: Checks and payments
- In: Menus
- In: Labor and time entries
You provide: Toast restaurant GUIDs; Customer approval in Toast's integration partner portal.
Vendor: Requires Toast partner approval; Toast may charge an API access fee.
Editions: Commerce
Ask about Toast
PayPal & Venmo
Payments & POS
Accept PayPal and Venmo at checkout and on invoices.
Available 1–3 business days
What it syncs and what you need
- In: Payments and refunds
- Out: Payment requests
You provide: PayPal Business account.
Editions: Commerce, Service, Marketing
Ask about PayPal & Venmo
Authorize.net
Payments & POS
Keep your existing merchant account and gateway for card and eCheck payments.
Available 1–2 business days
What it syncs and what you need
- In: Transactions and settlements
- Out: Charges and refunds
You provide: API Login ID and Transaction Key.
Editions: Service, Funding, Commerce
Ask about Authorize.net

Accounting 4

QuickBooks Online
Accounting
Post invoices, payments and expenses to the books; map items and accounts once.
Available 1–3 business days
What it syncs and what you need
- Out: Invoices and payments
- Out: Expenses and bills
- Both ways: Customers and vendors
- In: Chart of accounts
You provide: QuickBooks Online admin sign-in; Your accountant's OK on account mapping.
Editions: Funding, Commerce, Service, Marketing
Ask about QuickBooks Online
Xero
Accounting
Invoices, payments, contacts and expenses synced to Xero.
Available 1–3 business days
What it syncs and what you need
- Out: Invoices and payments
- Both ways: Contacts
- In: Bank transactions
You provide: Xero adviser or admin sign-in.
Editions: Funding, Commerce, Service, Marketing
Ask about Xero
Oracle NetSuite
Accounting
Multi-entity ERP sync for larger operators: journals, items, locations.
Scoped per customer 10–25 business days
What it syncs and what you need
- Out: Journal entries
- In: Items and locations
- Both ways: Customers
You provide: NetSuite integration record and role; Field mapping workshop.
Editions: Commerce, Funding
Ask about Oracle NetSuite
Sage Intacct
Accounting
Dimensional GL posting for multi-location and finance-heavy teams.
Scoped per customer 10–20 business days
What it syncs and what you need
- Out: GL journals
- In: Dimensions
You provide: Web Services sender ID (Sage partner); Company user for the integration.
Vendor: Sage Web Services subscription required.
Editions: Funding, Commerce
Ask about Sage Intacct

Banking & verification 7

Plaid
Banking & verification
Bank-verified balances, transactions and account ownership with the applicant's consent.
Needs vendor approval 5–15 business days
What it syncs and what you need
- In: Bank transactions (up to 24 months)
- In: Balances and account ownership
You provide: Plaid production access for your company.
Vendor: Plaid reviews production access; per-connection pricing.
Editions: Funding, Service
Ask about Plaid
Ocrolus
Banking & verification
Bank statement PDFs parsed and checked for tampering; cash-flow analytics into underwriting.
Needs vendor approval 5–10 business days
What it syncs and what you need
- Out: Statement uploads
- In: Parsed transactions and fraud signals
You provide: Ocrolus account and API credentials.
Editions: Funding
Ask about Ocrolus
DecisionLogic
Banking & verification
Instant bank verification links sent to merchants from the deal.
Available 2–5 business days
What it syncs and what you need
- Out: Verification requests
- In: Account reports
You provide: DecisionLogic service key.
Editions: Funding
Ask about DecisionLogic
Experian Business
Banking & verification
Business credit reports and scores pulled into underwriting.
Needs vendor approval 15–30 business days
What it syncs and what you need
- In: Business credit profile and score
You provide: Experian subscriber code and permissible-purpose agreement.
Vendor: Credentialing and a signed agreement with Experian are required.
Editions: Funding
Ask about Experian Business
Middesk
Banking & verification
Know-your-business: Secretary of State filings, TIN match, liens and watchlists.
Available 2–5 business days
What it syncs and what you need
- In: Business verification reports
You provide: Middesk API key.
Editions: Funding
Ask about Middesk
Persona
Banking & verification
Owner identity verification (ID and selfie) sent from the merchant portal.
Available 3–7 business days
What it syncs and what you need
- Out: Verification links
- In: Verification results
You provide: Persona template and API key.
Editions: Funding
Ask about Persona
Dwolla
Banking & verification
ACH funding disbursements and payment collections from inside the platform.
Needs vendor approval 10–20 business days
What it syncs and what you need
- Out: Transfers
- In: Transfer status and returns
You provide: Dwolla account with production approval; Funding source verification.
Editions: Funding
Ask about Dwolla

Phone & messaging 6

Twilio
Phone & messaging
Business texting and calling: two-way SMS, reminders and call tracking numbers.
Needs vendor approval 5–15 business days
What it syncs and what you need
- Out: Outbound SMS and calls
- In: Inbound replies and call logs
- In: Opt-outs (STOP)
You provide: Twilio account (or ours as reseller); A2P 10DLC brand and campaign registration.
Vendor: US carriers require A2P 10DLC registration before business texting (1–3 weeks).
Editions: Funding, Commerce, Service, Marketing
Ask about Twilio
RingCentral
Phone & messaging
Click-to-call, call logs and recordings attached to the right customer.
Available 2–5 business days
What it syncs and what you need
- In: Call logs and recordings
- Out: Click-to-call
- Both ways: SMS
You provide: RingCentral admin sign-in.
Editions: Funding, Service, Commerce
Ask about RingCentral
Microsoft Teams
Phone & messaging
Alerts and approvals posted to Teams channels; approve from Teams.
Available 1–3 business days
What it syncs and what you need
- Out: Channel notifications
- In: Approval responses
You provide: Microsoft 365 admin consent.
Editions: Funding, Commerce, Service, Marketing
Ask about Microsoft Teams
Slack
Phone & messaging
New leads, approvals and daily summaries in Slack.
Available 1–2 business days
What it syncs and what you need
- Out: Notifications
- In: Slash commands
You provide: Slack workspace admin approval.
Editions: Funding, Commerce, Service, Marketing
Ask about Slack
Zoom
Phone & messaging
Meetings created from bookings; recordings linked back to the record.
Available 1–2 business days
What it syncs and what you need
- Out: Meetings
- In: Recordings and attendance
You provide: Zoom account sign-in.
Editions: Funding, Service, Marketing
Ask about Zoom
Dialpad
Phone & messaging
Calls, transcripts and AI call summaries on the customer timeline.
Available 2–4 business days
What it syncs and what you need
- In: Calls and transcripts
- Out: Click-to-call
You provide: Dialpad admin sign-in.
Editions: Funding, Service
Ask about Dialpad

Email & SMS marketing 5

Mailchimp
Email & SMS marketing
Sync audiences and tags; pull campaign results into attribution.
Available 1–2 business days
What it syncs and what you need
- Both ways: Contacts, tags and consent
- In: Campaign opens and clicks
You provide: Mailchimp account sign-in.
Editions: Marketing, Commerce, Service
Ask about Mailchimp
Klaviyo
Email & SMS marketing
Customer events and purchases into Klaviyo flows; results back into reporting.
Available 1–3 business days
What it syncs and what you need
- Both ways: Profiles and consent
- Out: Order and visit events
- In: Flow and campaign metrics
You provide: Klaviyo account sign-in.
Editions: Marketing, Commerce
Ask about Klaviyo
Constant Contact
Email & SMS marketing
Keep lists in sync and see email results next to the rest of your marketing.
Available 1–2 business days
What it syncs and what you need
- Both ways: Contacts and lists
- In: Email results
You provide: Constant Contact sign-in.
Editions: Marketing, Service
Ask about Constant Contact
SendGrid
Email & SMS marketing
Send transactional and marketing email from your own domain.
Available 1–3 business days
What it syncs and what you need
- Out: Email sends
- In: Delivery, bounce and unsubscribe events
You provide: API key with Mail Send; DNS records for domain authentication (SPF/DKIM).
Editions: Funding, Commerce, Service, Marketing
Ask about SendGrid
Resend
Email & SMS marketing
Developer-friendly transactional email for receipts, reminders and portal invites.
Available 1–2 business days
What it syncs and what you need
- Out: Email sends
- In: Delivery events
You provide: API key; Verified sending domain (DNS).
Editions: Funding, Commerce, Service, Marketing
Ask about Resend

Advertising 7

Google Ads
Advertising
Spend, clicks and conversions by campaign; send offline conversions (booked jobs, sales) back to Google.
Needs vendor approval 3–10 business days
What it syncs and what you need
- In: Campaign spend and performance
- Out: Offline conversions
- Both ways: Budgets and status
- Out: Customer Match audiences
You provide: Google Ads account access (or MCC link).
Vendor: Uses our Google Ads API developer token (Standard access).
Editions: Marketing, Commerce, Service
Ask about Google Ads
Google Local Services Ads
Advertising
Google Guaranteed leads, calls and messages straight into the lead inbox.
Needs vendor approval 5–10 business days
What it syncs and what you need
- In: Leads, calls and messages
- Out: Lead feedback (booked/not booked)
You provide: Local Services account linked to our manager account.
Editions: Marketing, Service
Ask about Google Local Services Ads
Meta Ads
Advertising
Facebook and Instagram ad results, lead ads into the inbox, Conversions API for booked revenue.
Needs vendor approval 3–10 business days
What it syncs and what you need
- In: Ad spend and results
- In: Lead ads
- Out: Conversions API events
- Out: Custom audiences
You provide: Business Manager admin; Ad account and Page access granted to our business.
Vendor: Meta App Review applies to our app (one-time); your Business Manager grants access.
Editions: Marketing, Commerce, Service
Ask about Meta Ads
Microsoft Advertising
Advertising
Bing search campaigns in the same spend and lead reporting.
Available 2–5 business days
What it syncs and what you need
- In: Campaign performance
- Out: Offline conversions
You provide: Microsoft Advertising account access.
Editions: Marketing
Ask about Microsoft Advertising
LinkedIn Ads
Advertising
B2B campaign results and Lead Gen Form leads.
Needs vendor approval 5–15 business days
What it syncs and what you need
- In: Campaign analytics
- In: Lead Gen Form leads
- Out: Matched audiences
You provide: Campaign Manager admin on the ad account.
Vendor: LinkedIn Marketing Developer Platform approval required.
Editions: Marketing, Funding
Ask about LinkedIn Ads
TikTok Ads
Advertising
TikTok campaign spend, results and lead forms.
Needs vendor approval 5–10 business days
What it syncs and what you need
- In: Campaign reporting
- In: Instant form leads
- Out: Events API
You provide: TikTok Business Center admin.
Editions: Marketing, Commerce
Ask about TikTok Ads
Nextdoor Ads
Advertising
Neighborhood campaigns for local service businesses.
Needs vendor approval 10–20 business days
What it syncs and what you need
- In: Campaign reporting
You provide: Nextdoor Ads Manager access.
Vendor: API access is by Nextdoor partner approval.
Editions: Marketing, Service
Ask about Nextdoor Ads

Facebook Pages
Social
Schedule and publish posts, reply to comments and messages, read Page insights.
Needs vendor approval 2–7 business days
What it syncs and what you need
- Out: Posts
- Both ways: Comments and messages
- In: Page insights
You provide: Page admin sign-in.
Editions: Marketing, Commerce, Service
Ask about Facebook Pages
Instagram
Social
Publish feed posts, reels and stories to a professional account; read insights.
Needs vendor approval 2–7 business days
What it syncs and what you need
- Out: Posts and reels
- Both ways: Comments
- In: Insights
You provide: Instagram professional account linked to a Facebook Page.
Editions: Marketing, Commerce
Ask about Instagram
LinkedIn Pages
Social
Company page posts and follower analytics.
Needs vendor approval 3–10 business days
What it syncs and what you need
- Out: Posts
- In: Page analytics
You provide: LinkedIn Page super admin.
Editions: Marketing, Funding
Ask about LinkedIn Pages
TikTok
Social
Post videos and read performance for a TikTok business account.
Needs vendor approval 3–10 business days
What it syncs and what you need
- Out: Videos
- In: Video insights
You provide: TikTok business account sign-in.
Editions: Marketing, Commerce
Ask about TikTok
YouTube
Social
Upload videos and shorts; pull channel analytics.
Available 1–3 business days
What it syncs and what you need
- Out: Video uploads
- In: Channel analytics
You provide: Channel owner sign-in.
Editions: Marketing
Ask about YouTube
X (Twitter)
Social
Schedule posts and track engagement.
Needs vendor approval 3–7 business days
What it syncs and what you need
- Out: Posts
- In: Engagement
You provide: Account sign-in.
Vendor: X API is a paid tier.
Editions: Marketing
Ask about X (Twitter)
Pinterest
Social
Pins and product catalogs; pin analytics.
Available 1–3 business days
What it syncs and what you need
- Out: Pins
- Out: Catalog
- In: Analytics
You provide: Pinterest business account.
Editions: Marketing, Commerce
Ask about Pinterest

Analytics & tracking 6

Google Analytics 4
Analytics & tracking
Website sessions, sources and conversions for attribution and landing page stats.
Available 1–2 business days
What it syncs and what you need
- In: Sessions, sources and conversions
- Out: Offline events (Measurement Protocol)
You provide: GA4 property Viewer (or Editor for events).
Editions: Marketing, Commerce, Service
Ask about Google Analytics 4
Google Search Console
Analytics & tracking
Search queries, rankings and indexing issues for the SEO module.
Available 1–2 business days
What it syncs and what you need
- In: Queries, clicks and positions
- In: Indexing issues
You provide: Verified property owner or user.
Editions: Marketing
Ask about Google Search Console
Google Tag Manager
Analytics & tracking
Install the Advanced-OS form and call tracking tags without a developer.
Available 1–2 business days
What it syncs and what you need
- Out: Tags and triggers
You provide: GTM container publish permission.
Editions: Marketing, Commerce
Ask about Google Tag Manager
CallRail
Analytics & tracking
Tracked calls and form fills with source, keyword and recording into the lead inbox.
Available 1–3 business days
What it syncs and what you need
- In: Calls, texts and form submissions
- Out: Lead value and tags
You provide: CallRail API key (company admin).
Editions: Marketing, Service
Ask about CallRail
Meta Pixel & Conversions API
Analytics & tracking
Server-side conversion events (lead, booked, purchase) so Meta optimizes on real results.
Available 1–3 business days
What it syncs and what you need
- Out: Conversion events
You provide: Pixel ID and a Conversions API access token.
Editions: Marketing, Commerce, Service
Ask about Meta Pixel & Conversions API
Segment
Analytics & tracking
Send Advanced-OS events to a Segment workspace and on to the rest of your stack.
Available 2–4 business days
What it syncs and what you need
- Out: Track and identify events
You provide: Segment write key.
Editions: Marketing, Commerce
Ask about Segment

Local SEO & listings 5

Google Business Profile
Local SEO & listings
Hours, posts, photos, reviews and replies for every location, plus search and call insights.
Needs vendor approval 3–10 business days
What it syncs and what you need
- In: Reviews
- Out: Review replies and posts
- Both ways: Hours and attributes
- In: Performance insights
You provide: Owner or manager on each location.
Vendor: Uses our approved Business Profile APIs project.
Editions: Marketing, Service, Commerce
Ask about Google Business Profile
Yext
Local SEO & listings
Push name, address, phone and hours to 100+ directories from one place.
Available 2–5 business days
What it syncs and what you need
- Out: Location data
- In: Listing status
You provide: Yext account and API key.
Vendor: Yext subscription required.
Editions: Marketing
Ask about Yext
Bing Places
Local SEO & listings
Bulk location feed to Bing Places for multi-location businesses.
Scoped per customer 3–7 business days
What it syncs and what you need
- Out: Location feed
You provide: Bing Places account with bulk upload.
Editions: Marketing
Ask about Bing Places
Apple Business Connect
Local SEO & listings
Place cards in Apple Maps: hours, photos and showcases.
Needs vendor approval 5–15 business days
What it syncs and what you need
- Out: Location details and showcases
You provide: Apple Business Connect admin.
Vendor: API access is granted to approved partners.
Editions: Marketing, Commerce
Ask about Apple Business Connect
Semrush
Local SEO & listings
Keyword rankings, competitor visibility and site audit issues.
Available 1–2 business days
What it syncs and what you need
- In: Rankings and site audit
You provide: Semrush API units.
Editions: Marketing
Ask about Semrush

Reviews 4

Yelp
Reviews
Review alerts and ratings by location; leads from Yelp Request a Quote.
Needs vendor approval 5–15 business days
What it syncs and what you need
- In: Reviews and ratings
- In: Request-a-Quote leads
You provide: Yelp business owner account.
Vendor: Full review and lead access is through Yelp's partner program.
Editions: Marketing, Commerce, Service
Ask about Yelp
Trustpilot
Reviews
Service reviews, invitations after purchase, and replies.
Available 1–3 business days
What it syncs and what you need
- In: Reviews
- Out: Review invitations and replies
You provide: Trustpilot Business account.
Editions: Marketing, Commerce
Ask about Trustpilot
Angi Leads
Reviews
Angi and HomeAdvisor leads delivered to the lead inbox in real time.
Available 2–5 business days
What it syncs and what you need
- In: Leads
You provide: Angi pro account; Angi support enables the lead webhook.
Editions: Service, Marketing
Ask about Angi Leads
Thumbtack
Reviews
Thumbtack leads and messages alongside your other leads.
Needs vendor approval 5–10 business days
What it syncs and what you need
- Both ways: Leads and messages
You provide: Thumbtack pro sign-in.
Editions: Service, Marketing
Ask about Thumbtack

Calendar & email 3

Microsoft 365 (Outlook)
Calendar & email
Two-way calendar sync, emails logged to records, send from your own mailbox.
Available 1–2 business days
What it syncs and what you need
- Both ways: Calendar events
- Both ways: Email send and logging
- In: Contacts
You provide: Each user signs in once (or admin consent for the tenant).
Editions: Funding, Commerce, Service, Marketing
Ask about Microsoft 365 (Outlook)
Google Workspace (Gmail & Calendar)
Calendar & email
Two-way Google Calendar sync and Gmail send/log.
Needs vendor approval 2–7 business days
What it syncs and what you need
- Both ways: Calendar events
- Both ways: Email send and logging
You provide: Each user signs in once (or domain-wide delegation).
Vendor: Gmail restricted scopes require Google's security assessment of our app.
Editions: Funding, Commerce, Service, Marketing
Ask about Google Workspace (Gmail & Calendar)
Calendly
Calendar & email
Bookings create leads and appointments; no-shows trigger follow-up.
Available 1–2 business days
What it syncs and what you need
- In: Scheduled and canceled events
You provide: Calendly sign-in.
Editions: Marketing, Funding, Service
Ask about Calendly

Files & documents 4

Google Drive
Files & documents
Attach Drive files to records; export reports to a shared folder.
Available 1–2 business days
What it syncs and what you need
- Both ways: Files
You provide: User sign-in.
Editions: Funding, Commerce, Service, Marketing
Ask about Google Drive
OneDrive & SharePoint
Files & documents
Store generated documents in SharePoint libraries with the right permissions.
Available 1–3 business days
What it syncs and what you need
- Both ways: Documents
You provide: Site owner consent.
Editions: Funding, Commerce, Service, Marketing
Ask about OneDrive & SharePoint
Dropbox
Files & documents
Pick and save files from Dropbox.
Available 1–2 business days
What it syncs and what you need
- Both ways: Files
You provide: User sign-in.
Editions: Funding, Commerce, Service, Marketing
Ask about Dropbox
Box
Files & documents
Enterprise file storage with retention for deal and job documents.
Available 1–3 business days
What it syncs and what you need
- Both ways: Files and folders
You provide: Box admin approval.
Editions: Funding, Service
Ask about Box

E-signature 4

DocuSign
E-signature
Send contracts and offers for signature from a record; signed PDFs filed automatically.
Needs vendor approval 3–10 business days
What it syncs and what you need
- Out: Envelopes
- In: Status and signed documents
You provide: DocuSign account with API plan.
Vendor: DocuSign go-live review of our integration key.
Editions: Funding, Service, Commerce
Ask about DocuSign
Dropbox Sign
E-signature
Embedded signing for estimates, agreements and authorizations.
Available 1–3 business days
What it syncs and what you need
- Out: Signature requests
- In: Signed files
You provide: Dropbox Sign API plan.
Editions: Funding, Service, Marketing
Ask about Dropbox Sign
PandaDoc
E-signature
Proposals with pricing tables and e-signature, created from a record.
Available 1–3 business days
What it syncs and what you need
- Out: Documents from templates
- In: Status and completed PDFs
You provide: PandaDoc Business plan.
Editions: Service, Marketing, Funding
Ask about PandaDoc
Adobe Acrobat Sign
E-signature
Agreements sent and tracked from the deal.
Available 2–5 business days
What it syncs and what you need
- Out: Agreements
- In: Signed agreements
You provide: Acrobat Sign account.
Editions: Funding
Ask about Adobe Acrobat Sign

CRM 4

Salesforce
CRM
Accounts, contacts, leads and opportunities synced with field mapping and conflict rules.
Scoped per customer 5–20 business days
What it syncs and what you need
- Both ways: Leads and contacts
- Both ways: Opportunities
- Out: Activities
You provide: Connected app approval by your Salesforce admin; Field mapping workshop.
Editions: Funding, Marketing, Commerce
Ask about Salesforce
HubSpot
CRM
Contacts, companies, deals and marketing events in sync with HubSpot.
Available 2–5 business days
What it syncs and what you need
- Both ways: Contacts and companies
- Both ways: Deals
- Out: Timeline events
You provide: HubSpot Super Admin install.
Editions: Marketing, Funding, Service, Commerce
Ask about HubSpot
Zoho CRM
CRM
Leads, contacts and deals synced with Zoho CRM.
Available 2–5 business days
What it syncs and what you need
- Both ways: Leads, contacts, deals
You provide: Zoho CRM admin.
Editions: Marketing, Funding, Service
Ask about Zoho CRM
Pipedrive
CRM
Deals and people in sync; marketing leads land in the right pipeline.
Available 1–3 business days
What it syncs and what you need
- Both ways: Persons, orgs and deals
You provide: Pipedrive admin.
Editions: Marketing, Funding
Ask about Pipedrive

E-commerce 4

Shopify
E-commerce
One catalog and inventory across stores and your Shopify site; online orders into the POS.
Available 2–5 business days
What it syncs and what you need
- Both ways: Products and prices
- Both ways: Inventory levels
- In: Online orders
- Both ways: Customers
You provide: Store owner installs the app.
Editions: Commerce, Marketing
Ask about Shopify
WooCommerce
E-commerce
WordPress store orders, products and stock in sync.
Available 2–5 business days
What it syncs and what you need
- Both ways: Products and stock
- In: Orders
You provide: REST API consumer key/secret.
Editions: Commerce, Marketing
Ask about WooCommerce
BigCommerce
E-commerce
Catalog, inventory and orders with BigCommerce.
Available 2–5 business days
What it syncs and what you need
- Both ways: Catalog and inventory
- In: Orders
You provide: Store owner installs the app.
Editions: Commerce
Ask about BigCommerce
Amazon Seller Central
E-commerce
Marketplace orders and FBA inventory next to store stock.
Needs vendor approval 10–20 business days
What it syncs and what you need
- In: Orders
- Both ways: Inventory
You provide: Seller account authorizes our app.
Vendor: Amazon SP-API developer registration and role approval.
Editions: Commerce
Ask about Amazon Seller Central

Delivery & reservations 5

DoorDash
Delivery & reservations
Marketplace orders straight to the kitchen display; menu and availability pushed out.
Needs vendor approval 10–20 business days
What it syncs and what you need
- In: Orders
- Out: Menu and item availability
- Out: Store hours
You provide: DoorDash merchant account; Store activation with DoorDash.
Vendor: DoorDash partner certification.
Editions: Commerce
Ask about DoorDash
DoorDash Drive
Delivery & reservations
On-demand drivers for your own online orders.
Available 2–5 business days
What it syncs and what you need
- Out: Delivery requests
- In: Driver status
You provide: DoorDash Developer account keys.
Editions: Commerce
Ask about DoorDash Drive
Uber Eats
Delivery & reservations
Uber Eats orders into the POS and kitchen display; menu sync.
Needs vendor approval 10–20 business days
What it syncs and what you need
- In: Orders
- Out: Menus
You provide: Uber Eats Manager access.
Editions: Commerce
Ask about Uber Eats
Grubhub
Delivery & reservations
Grubhub orders routed to the kitchen with the rest.
Needs vendor approval 10–20 business days
What it syncs and what you need
- In: Orders
- Out: Menu
You provide: Grubhub for Restaurants account.
Editions: Commerce
Ask about Grubhub
OpenTable
Delivery & reservations
Reservations and covers on the floor plan.
Needs vendor approval 10–20 business days
What it syncs and what you need
- In: Reservations
- Out: Table status
You provide: OpenTable restaurant ID.
Editions: Commerce
Ask about OpenTable

Payroll & scheduling 5

Gusto
Payroll & scheduling
Approved hours and tips flow to payroll; employee records stay in sync.
Available 2–5 business days
What it syncs and what you need
- In: Employees
- Out: Hours, overtime and tips
You provide: Gusto admin sign-in.
Editions: Commerce, Service
Ask about Gusto
ADP Workforce Now
Payroll & scheduling
Worker data and time entries with ADP payroll.
Needs vendor approval 10–25 business days
What it syncs and what you need
- In: Workers
- Out: Time cards
You provide: ADP Marketplace install by your ADP admin.
Vendor: Listed through the ADP Marketplace partner program.
Editions: Commerce, Service, Funding
Ask about ADP Workforce Now
Paychex Flex
Payroll & scheduling
Hours to Paychex payroll.
Needs vendor approval 10–20 business days
What it syncs and what you need
- In: Workers
- Out: Pay data
You provide: Paychex client ID and admin consent.
Editions: Commerce, Service
Ask about Paychex Flex
7shifts
Payroll & scheduling
Restaurant schedules, time clock and labor targets from sales forecasts.
Available 2–4 business days
What it syncs and what you need
- In: Schedules and punches
- Out: Sales for labor forecasting
You provide: 7shifts admin.
Editions: Commerce
Ask about 7shifts
Homebase
Payroll & scheduling
Hourly schedules and timesheets.
Available 2–4 business days
What it syncs and what you need
- In: Shifts and timecards
You provide: Homebase API key.
Editions: Commerce, Service
Ask about Homebase

Identity & SSO 3

Microsoft Entra ID
Identity & SSO
Single sign-on and automatic user provisioning (SCIM) from Microsoft 365.
Available 2–5 business days
What it syncs and what you need
- In: Sign-in (SSO)
- In: Users and groups (SCIM)
You provide: Entra admin creates the enterprise app.
Editions: Funding, Commerce, Service, Marketing
Ask about Microsoft Entra ID
Google Workspace SSO
Identity & SSO
Sign in with Google accounts on your domain.
Available 1–3 business days
What it syncs and what you need
- In: Sign-in (SSO)
You provide: Workspace admin allows the app.
Editions: Funding, Commerce, Service, Marketing
Ask about Google Workspace SSO
Okta
Identity & SSO
SAML/OIDC single sign-on and SCIM provisioning.
Available 2–5 business days
What it syncs and what you need
- In: Sign-in (SSO)
- In: Users and groups (SCIM)
You provide: Okta admin.
Editions: Funding, Commerce, Service, Marketing
Ask about Okta

Field service 6

CompanyCam
Field service
Job-site photos and reports attached to the matching job.
Available 1–3 business days
What it syncs and what you need
- In: Projects and photos
- Out: Jobs as projects
You provide: CompanyCam admin sign-in.
Editions: Service
Ask about CompanyCam
Xactimate / XactAnalysis
Field service
Insurance restoration estimates and assignments exchanged with carriers.
Scoped per customer 10–30 business days
What it syncs and what you need
- In: Assignments
- Both ways: Estimates (ESX)
- Out: Job status notes
You provide: XactAnalysis account; Verisk integration agreement.
Vendor: Requires Verisk partner agreement.
Editions: Service
Ask about Xactimate / XactAnalysis
EagleView
Field service
Order roof and wall measurement reports from a job.
Needs vendor approval 5–15 business days
What it syncs and what you need
- Out: Report orders
- In: Measurement reports
You provide: EagleView account.
Editions: Service
Ask about EagleView
Google Maps Platform
Field service
Drive times for the schedule assistant, address autocomplete and route maps.
Available Same day
What it syncs and what you need
- In: Routes, drive times and geocoding
You provide: Nothing: included in platform usage.
Editions: Service, Commerce, Marketing
Ask about Google Maps Platform
Encircle
Field service
Field documentation and moisture maps for restoration claims.
Available 2–5 business days
What it syncs and what you need
- In: Claims, photos and moisture readings
You provide: Encircle API token.
Editions: Service
Ask about Encircle
Housecall Pro import
Field service
One-time migration of customers, jobs and invoices when you switch.
Available 2–5 business days
What it syncs and what you need
- In: Customers, jobs, estimates and invoices
You provide: Housecall Pro MAX API key.
Editions: Service
Ask about Housecall Pro import

Shipping 2

Shippo
Shipping
Rates and labels from USPS, UPS and FedEx for ship-from-store orders.
Available 1–2 business days
What it syncs and what you need
- Both ways: Labels and tracking
You provide: Shippo API token.
Editions: Commerce
Ask about Shippo
ShipStation
Shipping
Send orders to ShipStation; tracking comes back to the order.
Available 1–3 business days
What it syncs and what you need
- Out: Orders
- In: Shipments and tracking
You provide: API key and secret.
Editions: Commerce
Ask about ShipStation

Browser & desktop 1

Advanced-OS for Chrome
Browser & desktop
A Chrome extension: log Gmail and Outlook on the web emails to the right record, capture leads from any web page, and click any phone number to call through RingCentral or Dialpad.
Needs vendor approval 1–3 business days
What it syncs and what you need
- In: Emails logged from Gmail and Outlook on the web
- In: Leads and contacts captured from web pages
- Out: Click-to-call via RingCentral or Dialpad
- In: Record lookup in a side panel
You provide: Chrome or Edge browser; Users sign in with their Advanced-OS account (SSO supported); Optional: IT force-installs it through Google Admin or Microsoft Intune.
Vendor: Published through the Chrome Web Store, which reviews each release (a few days).
Editions: Funding, Commerce, Service, Marketing
Ask about Advanced-OS for Chrome

Automation & developer 7

Custom API integration
Automation & developer
A connector built for a system that isn't listed: an industry platform, an in-house database or a partner's API. Scoped, built and maintained by Castle Arc.
Scoped per customer 10–30 business days
What it syncs and what you need
- Both ways: The records and events agreed in scoping
You provide: API documentation or database access for the other system; A scoping call on what should sync, how often, and who owns each record.
Vendor: Priced as a fixed-scope project; ongoing support under Castle Care.
Editions: Funding, Commerce, Service, Marketing
Ask about Custom API integration
Zapier
Automation & developer
Triggers and actions for 6,000+ apps not listed here.
Available 1–2 business days
What it syncs and what you need
- Out: Triggers (new lead, job completed, payment…)
- In: Actions (create record, add note…)
You provide: Zapier account.
Editions: Funding, Commerce, Service, Marketing
Ask about Zapier
Make
Automation & developer
Visual automation scenarios using Advanced-OS modules.
Available 1–2 business days
What it syncs and what you need
- Both ways: Webhooks and actions
You provide: Make account.
Editions: Funding, Commerce, Service, Marketing
Ask about Make
Power Automate
Automation & developer
Custom connector for Microsoft-centric workflows.
Scoped per customer 5–10 business days
What it syncs and what you need
- Both ways: Triggers and actions
You provide: Power Platform environment.
Editions: Funding, Commerce, Service, Marketing
Ask about Power Automate
Outgoing webhooks
Automation & developer
Signed HTTPS events to any endpoint you choose, with retries and a delivery log.
Available Same day
What it syncs and what you need
- Out: Events you subscribe to
You provide: An HTTPS endpoint.
Editions: Funding, Commerce, Service, Marketing
Ask about Outgoing webhooks
REST API
Automation & developer
Read and write your records with scoped, revocable API keys.
Available Same day
What it syncs and what you need
- Both ways: Records you grant
You provide: An admin creates a scoped key.
Editions: Funding, Commerce, Service, Marketing
Ask about REST API
SFTP data import
Automation & developer
Scheduled CSV drops from legacy systems mapped into Advanced-OS.
Scoped per customer 3–7 business days
What it syncs and what you need
- In: CSV files on a schedule
You provide: File layout sample; Source IP to allow-list.
Editions: Funding, Commerce, Service, Marketing
Ask about SFTP data import

Not listed?

We build custom integrations.

Industry platforms, in-house databases, partner APIs and file drops from older systems. We scope what should sync and how often, build the connector, and support it under Castle Care.

Open REST API and signed webhooks for your own developers
Zapier, Make and Power Automate for quick one-off automations
Scheduled file imports for systems without an API

Scope a custom integration

Tell us what you use today.

Send us your list of tools and we'll tell you how each one connects and how long it takes.

Request an integration

Works with the tools you already use.

The core connections

Microsoft 365 (Outlook)

Google Workspace (Gmail & Calendar)

QuickBooks Online

Stripe

RingCentral

Dialpad

Advanced-OS for Chrome

Custom API integration

Connected properly, not bolted on

Your accounts

Kept on the server

Every sync logged

Available

Needs vendor approval

Scoped per customer

Every integration

Payments & POS 6

Stripe

Square

Clover

Toast

PayPal & Venmo

Authorize.net

Accounting 4

QuickBooks Online

Xero

Oracle NetSuite

Sage Intacct

Banking & verification 7

Plaid

Ocrolus

DecisionLogic

Experian Business

Middesk

Persona

Dwolla

Phone & messaging 6

Twilio

RingCentral

Microsoft Teams

Slack

Zoom

Dialpad

Email & SMS marketing 5

Mailchimp

Klaviyo

Constant Contact

SendGrid

Resend

Advertising 7

Google Ads

Google Local Services Ads

Meta Ads

Microsoft Advertising

LinkedIn Ads

TikTok Ads

Nextdoor Ads

Social 7

Facebook Pages

Instagram

LinkedIn Pages

TikTok

YouTube

X (Twitter)

Pinterest

Analytics & tracking 6

Google Analytics 4

Google Search Console

Google Tag Manager

CallRail

Meta Pixel & Conversions API

Segment

Local SEO & listings 5

Google Business Profile

Yext

Bing Places

Apple Business Connect

Semrush