Integrations
Works with Stripe, Salesforce, Xero and QuickBooks Online
Eleven connectors across CRM, e-signature, accounting, payments and tax.
CRM
- Syncs into Verlix
HubSpot
CRM · Growth and above
Won deals and their companies, Contacts at those companies
- Syncs into Verlix
Salesforce
CRM · Growth and above
Won opportunities, Customers, Signed contracts
- Will sync into Verlix
Attio
CRM · Growth and above
Won deals, Customers
Coming soon
Accounting and ERP
- Writes back to NetSuite
NetSuite
Accounting and ERP · Scale and above, limited on Growth
Each month's journals
- Syncs into Verlix
QuickBooks Online
Accounting and ERP · Every plan
Customers, Invoices, Payments, Credit memos, Refunds
- Syncs into Verlix
Xero
Accounting and ERP
Contacts, Invoices, Credit notes, Payments, Bank transactions
- Syncs into Verlix
Zoho Books
Accounting and ERP
Invoices, Credit notes, Customer payments
- Will write back to Campfire
Campfire
Accounting and ERP
Each month's journals
Coming soon - Will write back to Rillet
Rillet
Accounting and ERP
Each month's journals
Coming soon - Will write back to Sage Intacct
Sage Intacct
Accounting and ERP
Each month's journals
Coming soon
Billing portals
- Will write back to Coupa
Coupa
Billing portals
Invoices sent to your customer's procurement portal
Coming soon - Will write back to SAP Ariba
SAP Ariba
Billing portals
Invoices sent to your customer's procurement portal
Coming soon
E-signature
- Will sync into Verlix
Contracts by email
E-signature
Signed contracts
Coming soon - Will write back to Dropbox Sign
Dropbox Sign
E-signature
Quotes sent for signature
Coming soon
Payments
- Writes back to Stripe
Stripe
Payments · Every plan
Customers, Invoices, Credit notes, Charges, Refunds, Disputes, Subscriptions as draft contracts, Usage, Payment methods
- Will sync into Verlix
Bill.com
Payments
Payments
Coming soon - Will write back to GoCardless
GoCardless
Payments
Payments collected
Coming soon - Will sync into Verlix
Paddle
Payments
Payments
Coming soon
Bank
- Will sync into Verlix
Plaid
Bank
Bank transactions
Coming soon
Tax integrations
- Will write back to Anrok
Anrok
Tax integrations
Tax calculated on your invoices
Coming soon - Will write back to Avalara
Avalara
Tax integrations
Tax calculated on your invoices
Coming soon - Will write back to Numeral
Numeral
Tax integrations
Tax calculated on your invoices
Coming soon - Will write back to Sphere
Sphere
Tax integrations
Tax calculated on your invoices
Coming soon
Automation
- Will write back to Slack
Slack
Automation
Notices posted to the channels you choose
Coming soon
Questions finance asks first
Keep exploring
Resources
API
What you see on screen is available through the API: authentication, idempotency and rate limits.
Resources
Security
SOC 2 Type I in progress, US data residency with EU planned, GDPR and CCPA rights, and the DPA.
Product
Billing
Invoices built from the signed contract, for seats, usage, credits and milestones.