Integrations Directory 
Helpshift
Helpshift is a customer support platform that utilizes AI and automation to offer efficient and customized customer service for businesses.
- Users
- Patients
- Visits
- Medications
- Appointments
- Diagnoses
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Budget Request/Approval
Request and approve budgets for projects, departments, or initiatives.
Module:Finance & Accounting
Entity:Custom Entity
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Event Promotion & Follow-up
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Module:Marketing
Entity:Event Campaign
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Financial Statement/Reporting
Prepare and submit financial statements and reports for compliance and analysis.
Module:Finance & Accounting
Entity:Custom Entity
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Quote/Proposal Request
Allow prospects to formally request pricing or proposals for services/products.
Module:Sales
Entity:Quote Request
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