Manage integrations

Integrations in Business App unlock data sharing, reporting, and automation between your app and external systems.

Business App supports multiple integration types (direct, API key, SSO, and vendor-managed). Browse and connect from Administration → Integrations. Use the Browse and Manage tabs to add and manage integrations.

Benefits

• Unified analytics across Executive Report and Marketing Funnel
• Automated workflows such as review requests and contact sync
• Enhanced features in Reputation AI, Local SEO, Social Marketing, and Website Pro

Using integrations to automate workflows

Many integrations can be used to automate workflows, such as review requests. To enable this, enable Data Sync and select trigger events.

1. Ensure the integration is connected (see Integrations → Manage).
2. Open the integration settings to enable Data Sync and select the trigger events from your integration.
3. Optionally, you can enable Automated Review Requests to trigger review requests when the trigger events occur.

Automated Review Requests

Automated Review Requests require a Reputation AI Premium subscription.

Examples by integration

Trigger names and availability vary by integration. Review and select events in the integration's settings when enabling Data Sync.

Jobber

• Visit is completed
• Job is completed

Clio

You can influence whether contacts sync when a matter is closed via custom fields.

Closed Matter (Opt Out) — Contact custom field:

• Field Name: SyncOptOut
• Type: Checkbox
• Default: Checked

Closed Matter (Opt In) — Matter custom field:

• Field Name: SyncOptIn
• Type: Checkbox
• Default: Checked

FAQ

What permissions are required to connect?

You must have access to the third-party account you are linking.

Why do I need to sign in myself to connect?

For security and compliance, you must authenticate directly to the third-party service. You cannot have someone else connect on your behalf.

How do I reauthorize an expired connection?

Open the integration from Integrations → Manage and follow the reconnect prompts.

Do I need a specific subscription for automated review requests?

Yes. Reputation AI Premium is required to enable automated review requests.

How do I verify that data synced?

Check the integration's Manage tab for recent activity and confirm updates in Business App.

What triggers are supported?

Triggers vary by integration. Use the integration settings to review available events.