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Integrations

Make the tools you already use work together.

Payments, accounting, your online store, customer records, messaging and calendars, connected so a customer's information is entered once and moves where it needs to go.
Map your toolsKaiZo Systems

How it works

One connection per tool. Business rules in one place.

  1. 01

    Each tool connects once

    Your accounting, payments or store connects to KaiZo one time. KaiZo handles what happens next, so you never wire apps to each other by hand.

  2. 02

    Keep what already works

    If QuickBooks or Shopify runs part of your business today, it stays. KaiZo adds the connections and the missing pieces around it.

  3. 03

    Information moves on its own

    A paid order updates the books, an approved quote schedules the job, an overdue invoice sends a reminder. Nobody re-types anything.

  4. 04

    Custom connections for the rest

    Software your business built or bought years ago can usually be connected too. We confirm what it can share before we commit.

  5. 05

    Checked before we promise

    Every tool carries an honest status: available now, a custom connection, or something we need to review with you first.

  6. 06

    Looked after afterwards

    Connections are monitored and updated as the services change, as part of KaiZo Support.

The shape of it

Customers on one side, your team on the other.

What customers do

  • Enquiry
  • Booking
  • Order
  • Quote approval
  • Payment

What customers use

  • WebsitePages, forms, booking
  • Online storeCart and checkout
  • Customer portalProgress, documents, pay
KaiZoYour business logic

Apps you already use

  • PaymentsStripe, Square
  • AccountingQuickBooks, Xero
  • Customer recordsHubSpot, your CRM
  • MessagingEmail, text, Slack
  • Calendar and filesMicrosoft 365, Google

Your team

  • Staff tools
  • Scheduling
  • Reporting
  1. 1. Order placed
  2. 2. Invoice created
  3. 3. Receipt sent
  4. 4. Job scheduled
Example flowAn order placed online becomes an invoice in accounting, a receipt to the customer and a job on the schedule. Each app connects to KaiZo once; nobody re-types anything.

Tools KaiZo can connect

What each connection makes possible.

Available
KaiZo can connect this service through an established integration path.
Custom Connection
KaiZo can build the connection around your required workflow.
Needs Review
We need to confirm access and capabilities before defining the connection.

Payments

Take payments online and in person, and know instantly when money arrives.

  • Stripe

    Available

    Take card payments online, collect deposits and send receipts automatically.

    • Take card payments on your website or portal
    • Collect deposits before work is scheduled
    • Issue refunds with a clear record

  • Square

    Custom Connection

    Bring in-person Square sales and online payments into one picture.

    • Share in-person sales with your records
    • Take online payments
    • Reconcile transactions in one place

  • PayPal

    Custom Connection

    Offer PayPal as an extra way to pay at checkout.

    • Accept PayPal at checkout
    • Record each payment against the right order

Accounting

Keep your books in step with sales, invoices and payments without typing anything twice.

  • QuickBooks

    Custom Connection

    Connect customer, invoice and payment workflows so financial information is entered once.

    • Create invoices from orders or completed jobs
    • Keep customers in sync
    • Record payments as they arrive

  • Xero

    Custom Connection

    Keep Xero in step with sales and payments without re-keying.

    • Create invoices automatically
    • Keep contacts in sync
    • Record payments as they arrive

Online store

Keep the store you already run and connect its orders to the rest of the business.

  • Shopify

    Custom Connection

    Keep your Shopify store and connect its orders to fulfilment, accounting and messaging.

    • Bring orders and customers into your operations
    • Keep stock levels in sync
    • Start fulfilment and notifications when an order is placed

  • WooCommerce

    Custom Connection

    Connect an existing WooCommerce store to the rest of the business.

    • Bring orders and customers into your operations
    • Keep products and stock in sync

CRM

Every enquiry lands in your customer records with the next step already set.

  • HubSpot

    Custom Connection

    Every website enquiry becomes a HubSpot contact with the right next step.

    • Create contacts from enquiries and quotes
    • Move deals along as work progresses
    • Keep activity history in one place

  • Salesforce

    Needs Review

    Connect an existing Salesforce setup to your website and operations.

    • Create leads and opportunities from enquiries
    • Keep accounts and contacts in sync

Messaging

Confirmations, reminders and team alerts sent automatically.

  • Twilio

    Custom Connection

    Text message confirmations, reminders and alerts.

    • Send booking and order confirmations by text
    • Send reminders before appointments or due dates
    • Alert your team when something needs attention

  • Slack

    Custom Connection

    New leads, orders and payments posted to the Slack channels your team already watches.

    • Post new enquiries, orders and payments
    • Alert the right people when something goes wrong

  • Microsoft Teams

    Custom Connection

    Team updates in Microsoft Teams.

    • Post updates to channels
    • Alert the team about new work

Calendar, email and files

Bookings, email and documents in the tools your team already opens every day.

  • Microsoft 365

    Custom Connection

    Bookings in Outlook calendars, email from your own domain, documents in SharePoint or OneDrive.

    • Put bookings on the right Outlook calendars
    • Send email from your own domain
    • File documents where your team already looks

  • Google Workspace

    Custom Connection

    Bookings in Google Calendar, email through Gmail, documents in Drive.

    • Put bookings on Google Calendar
    • Send email from your own domain
    • File documents in Drive

What you already have

Keep working systems and connect them instead of replacing them.

  • Existing Website

    Needs Review

    Keep your current website and add booking, forms or a portal behind it.

    • Add booking, quote or portal links to the site you have
    • Send enquiries into new systems automatically

  • Existing CRM

    Needs Review

    A customer database or CRM not listed here.

    • Keep contacts and activity in sync where the system allows it

  • Existing Database

    Needs Review

    A database your business already relies on.

    • Read and update records
    • Keep it as the main record while adding new tools around it

  • Spreadsheet

    Custom Connection

    Spreadsheets that currently run part of the business.

    • Bring existing spreadsheet data into a proper system
    • Replace manual tracking
    • Export reports your accountant can use

  • Internal System

    Needs Review

    Software built or bought in the past that must keep working.

    • Exchange information with new tools
    • Start workflows when something changes in it

  • Another Service

    Custom Connection

    Any other online service your business uses.

    • Connect through a KaiZo-built connector
    • React when something happens in the service
    • Keep information in sync on a schedule

Your data, handled carefully

Connections are built to be safe, not only convenient.

Access to your accounting, payment and customer tools is granted by you, kept on secure servers, and never exposed in the browser. Every connection is checked against the service's own rules before anything goes live, and information only moves the way you have agreed.

How a KaiZo platform is put togetherCard payments in production

Next step

Use a tool we have not listed?

Tell us what you rely on. If it can share information, there is usually a way to connect it.

Start a ProjectBuild Your System

Or call (587) 579-5827