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CRM, Workflow & Productivity Integrations

External systems for managing customers, work, and data outside the app: Salesforce, HubSpot, Airtable, Sheets, Notion, Zapier, GitHub, Jira, accounting tools. Two apps in the portfolio (GoGreen-Workflow-Hub and OpenSentinel) ship dedicated integration adapters for these — they're integration platforms in their own right.


Salesforce

What it is. Enterprise CRM. The customer-data backbone for many B2B companies.

Used in: - GoGreen-Workflow-Hub — Salesforce adapter for syncing leads, tasks, opportunities into workflows. - OpenSentinel — Salesforce adapter as one of its 14 first-party connectors. - SellMeAPen_CLCD-1 — Salesforce sync (native fetch, not the official SDK).

SDK: jsforce (Node) is the standard; the SellMeAPen impl uses raw fetch against Salesforce REST API.


HubSpot

What it is. CRM + marketing-automation platform. Aimed at SMB/mid-market.

Used in: - GoGreen-Workflow-Hub. - OpenSentinel. - SellMeAPen_CLCD-1.

SDK: @hubspot/api-client (Node).


Airtable

What it is. Spreadsheet-shaped database with a friendly UI. Many small businesses use it as a CMS or workflow tool.

Used in: GoGreen-Workflow-Hub adapter.


Google Sheets

What it is. The spreadsheet. Read/write rows via the Sheets API.

Used in: GoGreen-Workflow-Hub adapter (export workflow output, sync data).


Notion

What it is. All-in-one workspace — wiki, docs, databases, kanban.

Used in: OpenSentinel — Notion API for syncing intelligence reports / runbooks.

SDK: @notionhq/client.


Zapier

What it is. Workflow-automation as a service. 6,000+ connectors. Two integration directions: 1. As a destination — your app exposes a webhook that Zapier zaps fire into. 2. As a source — your app fires a webhook into Zapier on its own events.

Used in: - GoGreen-Workflow-Hub — Zapier adapter (both directions). - MyPollingApp — Zapier webhook integration. - WP-Plugin — Zapier webhooks. - OpenSentinel — Zapier webhooks.


Make.com (formerly Integromat)

What it is. Same shape as Zapier, more visual workflow editor, often cheaper for high-volume runs.

Used in: - GoGreen-Workflow-Hub adapter. - WP-Plugin webhooks.


n8n

What it is. Open-source self-hosted workflow automation. Same shape as Zapier/Make but you run it.

Used in: WP-Plugin (n8n-compatible webhooks).


GitHub API

What it is. REST + GraphQL APIs for repos, issues, PRs, actions, releases.

SDK: @octokit/rest and @octokit/graphql (used by OpenSentinel).

Used in: - GoGreen-SmartForms — GitHub API for CI/CD orchestration. - GoGreen-Workflow-Hub — GitHub adapter for issue / PR workflows. - OpenSentinel — Octokit for repo-monitoring features.


GitLab API

Used in: GoGreen-Workflow-Hub adapter.


Jira

What it is. Atlassian issue tracker. REST API.

Used in: - OpenSentinel — Jira adapter (alerts → tickets). - TimeSheetAI — Jira integration for time-tracking against issues.


QuickBooks

What it is. Intuit's small-business accounting software. OAuth API for invoicing, customers, items.

Used in: OpenSentinel adapter.


Xero

What it is. Accounting platform — competitor to QuickBooks, popular outside the US.

Used in: - OpenSentinel adapter. - TimeSheetAI — Xero integration for invoicing time entries.


Google Workspace integrations

Google Calendar: - FamilyChat — calendar sync. - MangyDogCoffee, Salon-Digital-Assistant, SCO-Digital-Assistant — appointment booking. - TimeSheetAI — calendar-based timesheet auto-population.

Google Drive: OpenSentinel adapter (file ingestion).

Google Maps API: - AI-Wordpress_Business-Directory — proximity search (Haversine formula). - Automotive-Repair-Diagnosis-AI — shop / parts-store locations. - EverythingBeer — taproom / brewery locations.

Google Places / Foursquare / OpenStreetMap: AI-Wordpress_Business-Directory uses these for business-data import.


Microsoft 365 integrations

  • Microsoft Teams Bot — Boomer_AI (Teams bot framework integration).
  • Microsoft 365 Calendar / Mail — FamilyChat (calendar sync alongside Google).
  • Microsoft Graph API — OpenSentinel adapter.

Calendly

What it is. Scheduling SaaS. API for events / appointments.

Status in portfolio. None of the 35+ apps integrate with Calendly directly; the Digital Assistant family handles its own scheduling via Google Calendar.


SCIM 2.0

User/group provisioning. See Integrations-Comms.md. Used in FamilyChat.


Workflow-Hub adapter inventory (one app, 14+ adapters)

The GoGreen-Workflow-Hub ships these first-party adapters:

Adapter What it does
Slack Send messages, post to channels, thread replies
Salesforce Lead / opportunity / task CRUD
HubSpot Contact / deal CRUD
Google Sheets Read / write rows
Airtable Read / write records
Zapier Both webhook directions
Make.com Both webhook directions
GitHub Issue / PR / release events
GitLab Same
Stripe Charge / subscription events
Twilio SMS, voice triggers
Webhook (generic) Send / receive arbitrary HTTP

OpenSentinel adapter inventory

The OpenSentinel integration platform ships these adapters:

Adapter What it does
Salesforce CRM ingest
HubSpot CRM ingest
Google Workspace Calendar / Drive / Sheets
Microsoft 365 Graph API
Shopify Order / customer ingest
Jira Ticket creation / update
AWS S3 Artifact / log persistence
SendGrid Outbound mail
QuickBooks Accounting ingest
Xero Accounting ingest
Mailchimp Audience sync
Zapier Webhooks Generic event routing
Stripe Billing events
Twilio SMS / voice

Plus an MCP client that consumes external Model Context Protocol servers — see AI-Concepts.md.


Comparison alternatives (not used)

Tool Notes
Pipedrive, Close, Copper, Zoho CRM CRM alternatives. Salesforce + HubSpot cover the demand.
ClickUp, Monday.com, Asana Project management. The Digital Assistant family doesn't expose them.
Tray.io, Workato Enterprise iPaaS. Workflow-Hub fills this role internally.
Slack vs. Teams vs. Discord All three are integrated; chosen per tenant.
DocuSign / HelloSign E-sign. SignatureVerification is the portfolio's own approach.

Decision guide

Need CRM sync?                 Salesforce (enterprise) or HubSpot (mid-market).
Need spreadsheet sync?         Google Sheets (most familiar) or Airtable (structured).
Need a no-code automation?     Zapier (most connectors) or Make.com (cheaper at volume) or n8n (self-hosted).
Need to ingest from GitHub?    Octokit.
Need accounting integration?   QuickBooks (US) or Xero (international).
Need ticket-system integration? Jira.
Building your own iPaaS?       Look at Workflow-Hub's adapter pattern as a template.