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Integrations

Your favorite tools, feeding one place your clients can see.

Connect Workspace to QuickBooks, Xero, DocuSign, Slack, and the other tools your firm already runs on. Plans, status, and approvals flow in automatically, and the result shows up live in your clients' Clientspace, no manual updates required.

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SlackGmailQuickBooksGoogle CalendarXeron8n
26 integrations
Slack
Communication

Turn requests and action items from Slack into trackable tasks, and push status back.

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Gmail
Communication

Turn emails into tasks without leaving your inbox, and keep status in sync.

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QuickBooks
Accounting & Billing

Sync clients, invoices, and time entries so billable work flows into your books, and invoice status appears in the client's Clientspace automatically.

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Zoho Books
Accounting & Billing

Sync clients, invoices, and payments with Zoho Books so billable work stays reconciled, and invoice status appears in the client's Clientspace automatically.

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Computax
Accounting & Billing

Keep return filings and computation status tied to the underlying engagement, so your team and the client both see where a filing stands.

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Google Calendar
Calendar

Sync deadlines and client milestones so timelines live where your firm plans the day, and upcoming sessions appear automatically in the client's Clientspace.

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Xero
Accounting & Billing

Push approved time and expenses to Xero and keep invoicing in sync with delivered work, visible to the client in Clientspace as soon as it's approved.

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Microsoft Teams
Communication

Bring conversations into actionable items and post status to your channels.

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Outlook
Communication, Calendar

Turn emails into work and sync meetings and deadlines to your plan.

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Google Drive
Files

Attach Drive files to tasks and keep work and docs connected.

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Dropbox
Files

Attach Dropbox files to tasks and automate uploads with rules.

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DocuSign
Files

Send engagement letters and approvals for e-signature. Status tracks against the matter in Workspace and updates the client's Clientspace the moment it's signed.

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Zoom
Communication

Make meetings actionable with tasks and searchable transcripts.

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Figma
Productivity

Share design work with live Figma embeds inside your tasks.

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Salesforce
CRM & Sales

Streamline collaboration across the sales cycle and sync key records.

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HubSpot
CRM & Sales

View deals and campaign info in tasks and automate updates.

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Stripe
Accounting & Billing

Bill clients and collect retainer and invoice payments, with status synced back to the engagement.

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Zapier
Automation

Connect PYNGYN to thousands of apps and automate repetitive work.

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n8n
Automation

Self-host or cloud, wire PYNGYN into 400+ apps with branching workflows, custom code, and webhooks. Built for teams that want to own their automations.

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Make
Automation

Build visual automations between PYNGYN and the tools you use.

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Google Sheets
Analytics, Productivity

Sync project data to Sheets and build custom reports.

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Power BI
Analytics

Bring your team's project data to life with live dashboards.

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Tableau
Analytics

Explore and share real-time analytics from your project data.

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Webhooks
Automation

Trigger your own services on any event with outgoing webhooks.

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Google Docs
Files, Productivity

Add context from Docs right into the flow of your work.

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Calendly
Calendar

Turn booked meetings into scheduled work automatically.

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Don't see your tool?

We're adding integrations all the time, and our API lets you connect anything. Tell us what you use and we'll help you wire it up.

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How it fits together

Integrations feed Workspace. Workspace feeds Clientspace.

A signed DocuSign envelope, a synced QuickBooks invoice, a Slack update, all of it lands in Workspace first. From there it surfaces automatically in the specific client's Clientspace, standalone or bundled, so nobody on your team has to re-type a status update just because the source system changed.

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