Guided accessMeta
Guide clients through sharing their Meta business accounts.
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Good connections.
Better client work.
Keep the tools you love. Bring them into a client experience that feels connected, from the first form to the final invoice.
Explore setup guidesGuided access
Account connectionGet access to your clients’ Google assets and accounts.
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Guided accessGet access to your clients’ Pinterest account/assets.
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Guided accessX
Get access to your clients’ X profiles and ad accounts.
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Guided accessYouTube
Get access to your clients’ YouTube channels.
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Guided accessSnapchat
Get access to your clients’ Snapchat Business accounts.
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Guided accessKlaviyo
Get access to your clients’ Klaviyo accounts.
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Guided accessMailchimp
Get access to your clients’ Mailchimp accounts.
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Guided accessHubSpot
Get access to your clients’ HubSpot accounts.
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Guided accessShopify
Get access to your clients’ Shopify stores.
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Guided accessWordPress
Get access to your clients’ WordPress sites.
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Guided accessSquarespace
Get access to your clients’ Squarespace websites.
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Guided accessGoDaddy
Get access to your clients’ GoDaddy accounts.
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Guided accessYelp
Get access to your clients’ Yelp Business accounts.
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File storageGoogle Drive
Store files in your Google Drive account
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File storageDropbox
Store files in your Dropbox account
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File storageBox
Store files in your Box account
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File storagepCloud
Store files in your pCloud account
Visit websiteBunny.net
Store files in your Bunny.net storage zone
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File storageOneDrive
Store files in your Microsoft OneDrive account
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File storageMEGA S4
Store files in your MEGA S4 object storage bucket
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Meeting notesFathom
Bring meeting summaries, transcripts, and action items into the client portal.
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Meeting notestl;dv
Send AI meeting notes, transcripts, and follow-ups to the right client.
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OAuth betaRead AI
Sync meeting reports, summaries, and follow-ups after client calls.
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Meeting notesGranola
Turn your meeting notes into searchable context for each client.
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Meeting notesFireflies.ai
Import meeting summaries, transcripts, highlights, and action items.
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CRM connectionSuiteDash
Create or enrich client records after onboarding.
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CRM connectionSwipeOne
Create or enrich client records after onboarding.
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CRM connectionNinjaPipe
Create or enrich client records after onboarding.
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CRM connectionFlowlu
Create or enrich client records after onboarding.
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Response exportNotion
Export completed onboarding responses to a connected Notion destination.
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PaymentsStripe
Collect one-time payments in your client workflow.
Visit websitePabbly Subscriptions
Connect recurring subscription plans to your client work.
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AI modelsOpenRouter
Use OpenRouter models in your flow assistants.
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AI modelsGoogle Gemini
Use Gemini models in Flow Copilot.
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AI modelsOpenAI
Use OpenAI models in your flow assistants.
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AI modelsAnthropic Claude
Use Claude models in your flow assistants.
Visit websiteCrisp
Add your existing Crisp chat widget to your client experience.
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Widget embedIntercom
Add your existing Intercom chat widget to your client experience.
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Add your existing Tidio chat widget to your client experience.
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Custom chat embed
Bring a supported custom chat widget into your portal.
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Booking linkCalendly
Share your Calendly booking link in the client workflow.
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Booking linkCal.com
Share your Cal.com booking link in the client workflow.
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Booking linkGoogle Calendar
Share your Google Calendar booking link in the client workflow.
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Custom booking link
Use your existing scheduling page in the client workflow.
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Video callsGoogle Meet
Create a video call and share the join link with your client.
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Your workflow doesn’t have to stop here.
Connect an AI assistant through MCP, or build your own automations with the API.
