Integrations Directory 
Xero
Xero is a cloud-based accounting software designed for small and medium-sized businesses to manage their finances easily and efficiently.
- Clients
- Patients
- Appointments
- Medical Records
- Invoices
- Inventory
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Promotion / Role Change Request
Initiate internal promotion, role updates, or department transfers.
Module:Human Resources
Entity:Employee Change Request
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Customer Inquiry
General inquiries or messages from prospects; starts the sales conversation.
Module:Sales
Entity:Contact
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Customer Feedback/Survey (e.g., Net Promoter Score)
Collect feedback on customer satisfaction to drive improvements and retention.
Module:Sales
Entity:Customer Engagement
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Leave / Time-Off Request
Submit and track PTO, sick leave, or other time-off requests, including approval workflow.
Module:Human Resources
Entity:Time-Off Request
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