Connect GDesk to the tools you already use
For example: “When a client is added in our practice software, create them in GDesk and send the KYC checklist.” API keys and webhooks are under Settings → Integrations, for owners and admins.
Every integration, and where it’s included
| Integration | What it does | Included on |
|---|---|---|
| Google Drive · OneDrive | Approved files copied to a folder for each client | Every plan |
| Google, Outlook, Apple Calendar | A private calendar link with your due dates | Every plan (free Calendar sync app) |
| Integration API | Clients, contacts, templates, requests and enquiries, with an OpenAPI description | Growth, Pro, or CRM Advanced |
| Webhooks | Signed events with retries and a delivery log | Growth, Pro, or CRM Advanced |
| Make | The same events through Make’s webhook and HTTP modules | Growth, Pro, or CRM Advanced |
| Zapier | Triggers: request completed, item submitted. Actions: create or update a client, send a request from a template. By invitation | Growth, Pro, or CRM Advanced |
| Tally Prime · Zoho Books | Sales invoices, credit notes and receipts, each exported once | CRM Advanced |
| Website enquiry form | Enquiries straight onto your CRM board | CRM Advanced |
Connect GDesk to the tools you already use
Cloud storage and calendars on every plan; the Integration API, webhooks and automation tools on Growth and Pro, or with CRM Advanced.
Google Drive and OneDrive
Approved files copied to a folder for each client.
Google, Outlook and Apple Calendar
A private calendar link with your due dates.
Integration API
Create clients and send requests from your own software, with an OpenAPI description.
Webhooks
Signed events when a request is completed or a document is submitted, with retries and a delivery log.
Make and Zapier
The same events through Make’s webhook and HTTP modules. The Zapier app is available by invitation.
Tally Prime and Zoho Books
Sales invoices, credit notes and receipts, each exported once (CRM Advanced).
Good questions
Can we get documents into our own systems?
Yes, with the Integration API and signed webhooks, or through Make. A Zapier app is available by invitation.
Where are approved documents kept?
In each client’s folders, by month. With Google Drive or OneDrive connected, approved files are also copied to a folder for each client in your firm’s storage.
Can we see due dates in our calendar?
Yes. With the free Calendar sync app, each person gets a private calendar link for Google, Outlook or Apple Calendar.