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- Project Management PSA
- Integrations
Integrations
Connect CRM handoff, client decisions and finance without merging their states.
- Project Management PSA
- CRM
- Availability
- Client identity
- Accounting
- Payments and reimbursements
Delivery inputs
- CRM. Import confirmed opportunity context under a stable source identifier.
- Availability. Use approved calendars and leave inputs when confirming staffing capacity.
- Client identity. Bind the named contact before accepting a client approval.
Finance outcomes
- Accounting. Send approved invoice and recognition commands with idempotency keys and reconcile observed acknowledgments.
- Payments and reimbursements. Update collection and reimbursement state from confirmed outcomes; a submitted request is not a payment.
How connections are governed
Configure and pin external skill revisions, entity mappings, currencies, rate policy, tax inputs and accounting endpoints. Persist command identity through retries. Missing, failed or unknown external results remain unresolved and cannot advance financial state. Reconcile imported history against source totals before enabling automated handoffs.
Set up Project Management PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.