Connected apps & business systems

Your tools know
parts of the story.
Bring it together.

Stop hunting through five programs to answer one question. We assess the tools you already use, connect the relevant information and build a clear operating view around your work.

Map my first workflow

One operating layer

All those tabs.
One place to run the work.

The spreadsheet has the numbers. The inbox has the context. The booking tool has the time. We connect the useful parts and build a clean front end around your team’s actual process.

01 / Information comes in

Connect.
Make sense.
Route the next step.
Your rules · approved access
Your business.
Your workspace.
TodayCustomersJobs
NEW ENQUIRY · READY TO REVIEW

Alex needs a quote.

The email, contact details and site address arrive together. Your team can review the request with context.

Next actionReview enquiry

Only the information this role is allowed to see.

Choose an input · Illustrative connected workflow

Keep the tools that work. Connect the handovers instead of forcing everyone into another all-or-nothing subscription.

Build the missing features. A useful screen, approval step or report designed around the way your business runs.

Keep control of the work. Define source records, access, exceptions and human approvals before automation starts.

Explore the apps and workflows we can assess

The tools you already use

Familiar apps.
A more useful whole.

These are examples to assess during your workflow diagnostic. We confirm what can be read, updated or imported before recommending a connection.

13 categories

01

Email & calendars

  • Gmail
  • Outlook
  • Microsoft Exchange
  • Google Calendar
  • Microsoft Bookings

Turn enquiries and appointments into one shared customer timeline.

02

Spreadsheets & documents

  • Excel
  • Google Sheets
  • Word
  • Google Docs
  • PowerPoint
  • Google Slides
  • PDFs
  • CSV files

Bring job lists, forms and documents into structured records. File imports and document generation are different from live spreadsheet sync.

03

Files & knowledge

  • Google Drive
  • OneDrive
  • SharePoint
  • Dropbox
  • Box
  • Notion
  • Confluence

Keep approved documents searchable and attached to the right customer, job or project.

04

Accounting & payments

  • Xero
  • MYOB
  • QuickBooks Online
  • Reckon
  • Stripe
  • Square
  • PayPal

Prepare invoices, match customer records and surface payment status. Financial actions stay within approved rules.

05

CRM & sales

  • HubSpot
  • Salesforce
  • Pipedrive
  • Zoho CRM
  • GoHighLevel
  • monday CRM

Keep enquiry details, ownership and next actions together without retyping the same customer.

06

Jobs, trades & field service

  • ServiceM8
  • simPRO
  • AroFlo
  • Tradify
  • Fergus
  • ServiceTitan
  • Jobber
  • Buildxact

Connect quotes, job schedules, site notes and completion handovers where the product supports the required access.

07

Bookings & appointments

  • Calendly
  • Cal.com
  • Acuity Scheduling
  • SimplyBook.me
  • Google Calendar
  • Microsoft Bookings

Capture booking requests, check connected availability and send confirmations within agreed rules.

08

Projects & team communication

  • Asana
  • Trello
  • ClickUp
  • monday.com
  • Jira
  • Slack
  • Microsoft Teams
  • Zoom

Turn decisions into assigned work and route updates to the people who need them.

09

Marketing & design

  • Mailchimp
  • ActiveCampaign
  • Klaviyo
  • Brevo
  • Canva
  • Adobe Express
  • Buffer
  • Hootsuite

Connect approved content, campaign assets and follow-up. Design tools may use exports, asset links or a supported API rather than full editor control.

10

Websites, forms & online sales

  • Framer
  • Webflow
  • WordPress
  • Shopify
  • WooCommerce
  • Typeform
  • Jotform
  • Google Forms
  • Tally

Route website enquiries and orders into the same operating view as the rest of the business.

11

Calls, messages & support

  • Twilio
  • Aircall
  • RingCentral
  • Dialpad
  • WhatsApp Business Platform
  • Zendesk
  • Freshdesk
  • Intercom

Bring call summaries, customer messages and support handovers into context, with consent and channel permissions.

12

People, rosters & community

  • Deputy
  • Employment Hero
  • Tanda
  • Humanitix
  • Eventbrite
  • Xero Projects

Connect selected roster, event and project information. Payroll and sensitive staff data need separate access decisions.

13

Reporting & specialist systems

  • Power BI
  • Looker Studio
  • Airtable
  • Smartsheet
  • SQL databases
  • legacy exports
  • industry-specific software

Create a useful shared view from approved data sources, including structured imports when an API is unavailable.

Examples are not a catalogue of prebuilt Carbon Black Digital integrations or partnership claims. Availability depends on the product, plan, API permissions and required workflow. Some connections are one-way or scheduled; some use approved files or exports.

Connection means different things

Choose the right connection.
For the job it needs to do.

We confirm the method, source of truth, refresh timing and approval rules before implementation.

API or connector

Read or update supported records using approved access. The available actions depend on the provider and subscription.

Files & structured imports

Bring in spreadsheets, CSV exports and approved documents when a live API is not available or not needed.

A shared front end

Combine the useful views, actions and document links in one interface. Your existing apps can remain the systems of record.

A practical first step

Bring your app list.
And one awkward handover.

We’ll map the information, the missing step and the simplest useful connection in a paid workflow diagnostic.

Map my first workflowPaid diagnostic. Written scope. A useful first workflow.