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Integrating Multiple Apps

6 min read

StackBloom apps are designed to work together. Here's how to connect them to build integrated workflows.

Forms + Automations

Connect Forms submissions to Automation workflows. Trigger actions like sending emails, updating CRM records, or posting to Slack whenever a form is submitted.

Proposals + E-Sign

Add a signature block to your Proposals so clients can sign directly within the proposal document. No need to export and send a separate document.

TimeBloom + InvoiceBloom

Track billable hours in TimeBloom and convert them directly into client invoices in InvoiceBloom with a single click.

Scheduling + Automations

Trigger workflows when a new booking is created in Scheduling — send confirmation emails, add to CRM, or create tasks automatically.

Forms + URL Shortener

Share your forms using branded short links from the URL Shortener. Track how many people clicked before submitting.

Using the Automations Workflow Builder

The Automations app is the central hub for connecting StackBloom apps with each other and with external services like Slack, Gmail, Zapier, HubSpot, and more.

API Access for Custom Integrations

Business and Enterprise tiers for most apps include API access. You can use the REST APIs to build custom integrations with any system your business uses.

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