Integrations

• Document storage. Choose where letters and other files live, then store the appropriate reference URL in the related evidence attachment.
• Email. Choose how the team sends proposal correspondence and keeps the sent message. The proposal workflow logs an email activity; that log is not proof of external delivery.
• Finance and gifts. Decide how an approved pledge is handed to the system that records money received. Keep its financial confirmation separate from the opportunity outcome.
• Grant portals. If a funder requires a portal submission, assign a person to enter it there and keep the resulting reference with the case. The app does not submit to grant portals.

Assign an owner for each connection and a stable external reference where one is available. Reconcile a real proposal and pledge against the outside system before relying on the exchange. Review operation receipts that report Failed or Needs Review, and keep the supporting document reference tied to the correct opportunity or pledge. Set access for attachments and donor details according to the organization’s policy.