What Each Integration Category Does

Integrations are grouped into four categories. The category matters more than the individual provider: your workspace asks for a payment provider or a messaging provider, and whichever one you've connected does the job.

That means you can switch providers later without changing how you work.

Payments

Connecting a payment provider is what turns an amount owed into money received. With one connected you can charge for a proposal or an invoice, and take payment on a customer-facing page.

Without one, your workspace still records what's owed and what's been paid — you just settle up outside the system and mark it off yourself. See collecting payments.

Accounting

An accounting provider issues the real documents: tax invoices and receipts, in the format your authority expects.

Once it's connected, raising a document here produces the official one there, so your books stay in step without anyone re-typing figures at month end.

Messaging

A messaging provider carries SMS and WhatsApp out of your workspace: a single message to one client, a personalised broadcast to many, and the reminders and status updates your apps send on their own.

This is the category most automations depend on — an app that promises to text a customer when their order is ready needs one connected. See sending messages to clients.

Tools

Everything that connects your workspace outward to the rest of how you work:

• Calendar — bookings and events land in the diary you already keep.
• Webhooks — events are forwarded to an automation service, so you can wire up your own follow-on steps.
• Team notifications — activity is posted into the chat tool your team watches all day.

Tools are optional by nature. Nothing in your workspace waits on one, but they remove a lot of copying between windows.

When an app asks for a category

Apps you install or build often assume a capability. When the AI builder plans an app, it lists anything missing under Needs to be connected — naming the category, not a specific provider — with a link straight to the integrations page.

You can build and use the app before connecting it. The parts that depend on the missing category simply won't fire until something in that category is connected. See building an app with AI.