Integrations
Integrations at Advizr work differently from a typical SaaS product, and it’s worth being clear about how. There is no marketplace of connect buttons in the client portal today. Instead, your Fractional Digital Engineer (FDE) connects your tools as part of building your systems — scoped during discovery, built and tested during sprints, and monitored after launch. You grant access; we do the wiring.
That trade has a real upside: connections are built for your specific workflow rather than a lowest-common-denominator sync, and when a vendor changes their API, fixing it is our job, not yours.
How integrations fit into an engagement
When a workflow is scoped, the tools it touches are identified with it. Your FDE maps which systems need to be read from and written to, and how.
You receive a specific access request: which tool, what level of access, and what it’s for. Nothing is connected without your say-so, and responding quickly is one of the biggest things you can do to keep a build on pace — see your first 30 days.
The connection is built into your workflow, tested against real data, and shipped as part of a sprint deliverable.
Integrations are not one-time setups. We monitor them, handle API changes from vendors, and update connections when your tools or workflows change. Every workflow execution is visible in Runs.
What we connect
If your tool has an API, we can connect it — most modern business software does. The guides in this section cover the most common connections in detail:
Slack→
Google Workspace→
CRM systems→
Custom integrations→
Accounting tools (QuickBooks, Xero, FreshBooks), project management platforms (Asana, Monday, ClickUp, Jira), Microsoft Teams, and industry-specific or proprietary systems are all regularly connected — they route through the custom integrations conversation rather than a dedicated guide.
Access and security
Every access request follows the same principles:
- Least privilege. We ask for the narrowest access the workflow needs — a specific mailbox, a named folder, particular CRM objects — not blanket admin rights.
- You can revoke at any time. Access is granted in your systems, under your control. Revoking it stops the connected workflows but costs you nothing else.
- Your data stays yours. Connected data is processed under the same terms as everything else in your engagement — isolated per client, never used to train AI models. See data and privacy.
- No vendor lock-in. Connections and data flows are documented as they’re built. If you ever bring integration management in-house, the documentation comes with you.
Next steps
- What we build: integrations — the service view, with the full category list
- Custom integrations — for any tool not covered above
- Data preparation guide — getting your data ready before connections go live