Integrations

Your stack stays.
The ledger unifies.

CRM, accounting, chat, calendars, billing, and mail plug into Kestrio so delivery truth doesn't live in a spreadsheet between systems.

HubSpotSalesforceQuickBooks OnlineTDC Commerce AccountingSlackGoogle CalendarOutlook CalendarStripeEmail (SES / SMTP)Webhooks & automations
HubSpotSalesforceQuickBooks OnlineTDC Commerce AccountingSlackGoogle CalendarOutlook CalendarStripeEmail (SES / SMTP)Webhooks & automations

CRM

H

HubSpot

CRM accounts & contacts, two-way

live

Keep client companies and contacts aligned between HubSpot and Kestrio. Conflict policy defaults to newer-wins, with inbound/outbound toggles and full-sync.

  • Two-way account and contact sync
  • Configurable conflict policy (newer_wins)
  • Inbound and outbound toggles
  • Webhooks + full-sync status
  • Auto-create missing companies
S

Salesforce

OAuth object sync for enterprise CRM

live

Connect Salesforce via OAuth, map accounts and contacts, and keep delivery starting from the same customer truth sales already owns.

  • OAuth connect and callback
  • Account and contact object sync
  • Configurable field mappings
  • Webhooks and full-sync
  • Object description introspection

Accounting

Q

QuickBooks Online

Invoices out, payments back

live

Push approved invoices and credit notes to QuickBooks Online and pull payments and credit memos back, so AR in your books matches the work you billed.

  • OAuth connect to your QuickBooks company
  • Invoices, voids, and credit notes pushed on approval
  • Payments and credit memos pulled back via webhook and poll
  • Customer matching by name, plus item and tax mapping
  • Sync log with Full Sync to backfill or retry
T

TDC Commerce Accounting

Post to your TDC Commerce books

live

Post approved invoices, credit notes, payments, and expense reports to your TDC Commerce accounting ledger, and bring ERP payments back onto the invoice.

  • Secure OAuth connect with a dedicated integration user
  • Invoices, write-offs, credit notes, payments, and expenses
  • Account, tax, and customer mapping with a health check
  • Needs-attention queue with retry, plus drift detection
  • In-app alerts for stuck or failed postings

Communication

S

Slack

Tickets and tasks where the team already lives

live

Route ticket and task activity into the right channels. Per-user connect, slash interactions, digests, and overdue alerts without leaving Slack.

  • Org-level workspace connect
  • Channel routing for tickets and tasks
  • Per-user connect and interactions
  • Notification digests
  • Overdue alerts and commands

Calendar

G

Google Calendar

Delivery dates on the real calendar

live

Sync tasks, milestones, allocations, time entries, and 1:1s to Google Calendar. Import OOO so capacity planning stays honest.

  • OAuth connect for Google Workspace
  • Sync tasks, milestones, allocations
  • Time entry and 1:1 meeting events
  • OOO import into capacity
  • Event mapping registry
O

Outlook Calendar

Microsoft 365 calendar parity

live

The same calendar-sync surface for Outlook / Microsoft 365 — so mixed shops are not second-class.

  • Microsoft 365 OAuth connect
  • Same entity sync surface as Google
  • OOO and event import
  • Allocation and milestone visibility
  • Per-member calendar mapping

Billing

S

Stripe

Plans, seats, and subscription lifecycle

live

Platform billing for Kestrio itself — plan entitlements, seat counts, checkout, customer portal, and webhooks for usage-aware SaaS ops.

  • Plan and subscription management
  • Feature entitlements and quotas
  • Checkout and billing portal sessions
  • Webhook-driven lifecycle updates
  • Trial and cancel flows

Mail

E

Email (SES / SMTP)

In-app threads with reply tokens

live

Outbound transactional mail and inbound parsing with reply+token addresses. Invoices, invites, approvals, and client threads stay in context.

  • SES and SMTP senders
  • Inbound parse with signature verification
  • reply+token personal and shared addresses
  • Threaded in-app mail UI
  • Event tracking and attachments

Platform

W

Webhooks & automations

External triggers into the rule engine

live

Fire automations from outside systems. Combine with the no-code rule engine, approval chains, and dead-letter queue for durable ops.

  • External webhook ingestion
  • Trigger → condition → action graphs
  • Approval chain orchestration
  • Retry and dead-letter handling
  • Run history and simulation

Architecture

Integrations feed the OS. They don't replace it.

CRM owns pipeline. Chat owns conversation. Kestrio owns delivery, time, approvals, margin, and the client commercial record.