Integrations

Connect BuildVision with other tools you use.

Available Integrations

Accounting

Cloud Storage

Communication

Automation

Connecting an Integration

1. Go to Settings → Integrations
2. Find the integration you want
3. Click Connect
4. Authorize access (if required)
5. Configure settings
6. Save

QuickBooks Integration

Sync your financial data:

Setup

1. Click Connect QuickBooks
2. Sign in to your QuickBooks account
3. Authorize BuildVision access
4. Map accounts and categories

What Syncs

Sync Options

• Automatic - Real-time sync
• Manual - Sync on demand
• Scheduled - Daily/weekly sync

Google Drive Integration

Access files from your Drive:

Setup

1. Click Connect Google Drive
2. Sign in to Google
3. Grant file access permission
4. Select folders to sync

Features

• Import plans directly from Drive
• Export documents to Drive
• Automatic backup of uploads

Slack Integration

Get notifications in Slack:

Setup

1. Click Connect Slack
2. Choose workspace
3. Select channel for notifications
4. Configure alert types

Notifications Available

• New project created
• Quote accepted
• Invoice paid
• Document uploaded
• Task completed

Zapier Integration

Connect to thousands of apps:

How It Works

1. Create a Zap in Zapier
2. Choose BuildVision as trigger/action
3. Configure your automation
4. Turn on Zap

Example Zaps

• New project → Google Sheet row
• Quote accepted → Send SMS
• Invoice paid → Slack message
• Document uploaded → Dropbox backup

BuildVision Triggers

• New project created
• Quote status changed
• Invoice received
• Document uploaded
• Task completed

BuildVision Actions

• Create project
• Create quote line item
• Upload document
• Update project status

Webhooks

For custom integrations:

Setting Up Webhooks

1. Go to Settings → Integrations → Webhooks
2. Click Add Webhook
3. Enter your endpoint URL
4. Select events to trigger
5. Save

Webhook Events

{
  "event": "quote.accepted",
  "timestamp": "2024-03-15T10:30:00Z",
  "data": {
    "quote_id": "quote_123",
    "project_id": "proj_456",
    "amount": 15000
  }
}

Securing Webhooks

Each webhook includes:

• Signature header for verification
• Timestamp to prevent replay attacks
• Retry on failure (3 attempts)

Managing Integrations

Viewing Status

For each connected integration:

• Connection status (Active/Error)
• Last sync time
• Data transferred

Disconnecting

1. Click the integration
2. Click Disconnect
3. Confirm

Troubleshooting

If an integration isn't working:

1. Check connection status
2. Verify credentials still valid
3. Review error messages
4. Reconnect if needed

Enterprise Integrations

Additional integrations for Enterprise:

• Procore - Full project sync
• Sage - Advanced accounting
• SAP - Enterprise ERP
• Custom SSO - Single sign-on
• Custom API - Dedicated integration support

Contact sales for Enterprise integrations.

Coming Soon

Integrations in development:

• Microsoft Excel Online
• DocuSign
• Stripe (client payments)
• More project management tools

Request integrations at feedback@buildvisionai.com

Next Steps

• API Keys - Build custom integrations
• Settings - Other configuration
• Contact Support (opens in a new tab) - Integration help