Integrations

Coeffection ships with 11 supported integrations. Click any integration below for setup instructions, OAuth scope requirements, and feature details.

Supported integrations#

Getting started#

Each integration requires an Admin or Finance role to configure. Navigate to Settings → Integrations and click the integration you want to enable. Most integrations use OAuth and will redirect you to the third-party authorization screen. Once authorized, the connection status appears as Connected in the integrations list.

Connections are per-tenant. Each user signs in with their own credentials (e.g., Google, Zoom) so that calendar events, emails, and calls sync to the correct account. Admin-level integrations (e.g., QuickBooks, NetSuite, DocuSign) are configured once and shared across the workspace.

Required permissions#

The following roles can manage integrations:

• Admin — configure workspace-level integrations (accounting, e-signature)
• Finance — manage QuickBooks and NetSuite connections
• All roles — connect their own Google, Zoom, and Outlook accounts

Disconnecting an integration#

To disconnect, go to Settings → Integrations, click the connected integration, and select Disconnect. Historical data (calls, emails, meetings) is retained in Coeffection after disconnection. Re-connecting restores real-time sync.