Integrations

Connects to the tools you already run.

An all-in-one platform still has to live in a world with an accounting package, a mail tenant and an RMM. Every connector here is a first-class part of Tantivo with its own connection handling, sync and webhook verification — not a webhook recipe you maintain.

  • Credentials in a per-tenant vault
  • Every credential read is audited
  • Disconnect destroys the credential

Accounting & payments

QuickBooks Online

Accounting

Connect via Intuit OAuth and export customers and invoices from Tantivo to QuickBooks, operator-driven so nothing syncs behind your back. Mapping between Tantivo clients and QuickBooks customers is explicit and reviewable.

Stripe

Card & ACH payments

Stripe Connect lets you take card and ACH payments against a Tantivo invoice through a hosted pay link. Money events reconcile back onto the invoice ledger; tax settings are yours to enable.

Microsoft 365

Microsoft 365 Mail

Ticket email

Connect a shared mailbox and inbound mail becomes tickets — replies thread onto the existing ticket, and operator replies send back out from the same mailbox. Unmatched mail lands in a triage queue rather than vanishing.

Microsoft Entra ID

Single sign-on

Sign in with Microsoft on both the operator app and the client portal, with a strict verified-email match — an account only signs in if its verified address maps to an existing invited user.

RMM & monitoring

NinjaOne

RMM

Pull managed devices into the Tantivo asset inventory so the machines you monitor and the assets you bill for are the same list.

Marketing & prospecting

Mailchimp

Email marketing

Connect with an API key and push audience segments built from your CRM data into Mailchimp audiences.

Apollo

Prospecting

Search for lookalike prospects modelled on a customer you already have, and bring the results in as leads with their source recorded.

SurveyMonkey

Client feedback

Pull survey responses in so client satisfaction sits next to the tickets and contracts it relates to.

RSS & GDELT

News sourcing

Feed the AI-curated newsletter from RSS sources and the GDELT news index, so the weekly send is drafted from real industry news rather than invented.

Messaging

Telnyx

SMS alerts

Send SMS alerts for urgent ticket events to on-call staff, with delivery webhooks verified before anything is written.

Resend

Transactional email

Deliver invoices and platform email from your own verified sending domain, with DNS records surfaced in the app and verification checked before the first send.

AI & search

Anthropic Claude

AI drafting

Every drafting, triage and summarisation feature calls Claude through a single audited gateway that records the model, provider and token cost of each call.

Azure OpenAI

Embeddings

Document embeddings for semantic search over your knowledge base. There is deliberately no fallback embedding model — vectors from two models are not comparable, so a misconfiguration fails loudly instead of poisoning the index.

How connecting works

Connect once, revoke any time.

Every connector has a manage page in Settings. You authorise it — OAuth where the vendor supports it, an API key where they do not — and the credential goes straight into the per-tenant vault. The connection row holds a reference, never the secret.

OAuth state is bound to the principal who started the flow, so a callback cannot be replayed by anyone else. Inbound webhooks are signature-verified before a single row is written, and a replayed webhook is recognised rather than processed twice.

Disconnecting is one action and it destroys the stored credential. There is no lingering token you have to remember to revoke at the other end.

app.tantivo.ai/settings/integrations
The integrations settings page listing available connectors and their connection status.
Questions

Before you connect anything.

Is there a public API?

Not yet. Connectors today are built into the platform rather than assembled by you from an API. A documented public API is a real gap we would rather name than pretend around — if it is a requirement for you, say so and it will weigh on the roadmap.

Can you build a connector for the tool we use?

Possibly. Connectors follow a fixed internal shape, so adding one is well-trodden work rather than an adventure. Email support@tantivo.ai with the tool and what you need to move in or out of it.

Where are integration credentials stored?

In the per-tenant vault, envelope-encrypted, with the key-encrypting key held in Azure Key Vault — never as a column on a connection row. Disconnecting a connector destroys the stored credential. Every read is audited.

Does anything sync automatically without us asking?

The QuickBooks export is operator-driven by design — you decide what goes across and when. Inbound flows like ticket email and RMM device sync run on a schedule once you connect them, which is the point of connecting them.

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Prefer email? support@tantivo.ai