Integrations

Connect the tools around the work, not the other way around.

A useful integration catalog starts with categories and pairings. The best workflows usually connect one starting point, one helpful AI or rules step, and two or three places where the work needs to land.

How integrations work

Design the handoff first, then pick the tools

BCT.tech designs the handoff first: where the request starts, what rules or AI should do, who reviews it, and which systems need the final record.

Where work starts

Forms, inboxes, alerts, tickets, shared files, meetings, invoices, or CRM changes.

What should happen next

AI triage, rules, dedupe, drafting, enrichment, review queues, or exception handling.

Where it needs to land

CRM, docs, chat, finance tools, calendars, dashboards, approvals, and owner tasks.

Integration categories

Built-in connections help—we also handle the awkward gaps

Browse the system categories we connect most often for service and operations teams.

AI assistance

Drafting, summaries, search, review help, and decision support that stays under your team's control.

Communication

Gmail, Outlook, Slack, Teams, SMS, phone tools, notifications, and approval messages.

CRM and records

Salesforce, HubSpot, Airtable, spreadsheets, databases, ticket queues, and internal records.

Docs and knowledge

Drive, SharePoint, PDFs, proposals, meeting notes, contracts, and private knowledge bases.

Finance and reporting

QuickBooks, invoice follow-up, dashboard feeds, status rollups, and exception reporting.

Hard-to-connect tools

Older software, vendor portals, internal records, and one-off tools that still need to be part of the workflow.

Common pairings

Start with the tools already touching the work

Website form AI qualify CRM + owner task
QuickBooks Rules + draft Email/SMS reminder
Microsoft 365 alert AI triage Response playbook
Gmail inbox Extract + summarize Sheet + Slack handoff
Decorative animation: three slot-machine cards — a source tool on the left, a review step in the center cycling through actions, and a destination tool on the right.

Possible integrations

Connect the tools your team already uses

The center review step processes each handoff — then both tool slots roll over to the next integration.

See details for each integration in the section below or browse the full catalog at /integrations/.

Ready to connect your first workflow?

Tell us which tools are involved and where work currently stalls. We will recommend the right integration approach before you fund any platform.