Integrations Directory 
Workato
Workato is an integration and automation platform that allows businesses to connect their various applications and automate workflows.
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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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Invoice
Issue billing documents to customers for goods or services provided.
Module:Finance & Accounting
Entity:Invoice
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Daily Operations Checklist
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Module:Operations
Entity:Operations Task / Checklist
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Ad Spend Tracking
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Module:Marketing
Entity:Marketing Budget / Expense
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