Integrations

How to Manage Integrations

Connect, reconnect and remove the tools your workspace uses, like Stripe, Xero, Slack and Zoom, and what to do when a connection needs reconnecting.

The Integrations page is where you connect TrustPager to the other tools your business runs on: payments, accounting, marketing, meetings and documents. Head to https://app.trustpager.com/auto/integrations to see what's available and what's connected.

What you'll see

The page has two tabs:

Available: platforms you haven't connected yet, each with a Connect button.
Connected: everything already connected to this workspace, one card each, showing its status and activity.

To open the Connected tab directly (handy for sending to a teammate), use https://app.trustpager.com/auto/integrations?view=connected.

Platforms you can connect include Stripe and PayPal (payments), Xero (accounting), Facebook Lead Ads and ActiveCampaign (marketing), Slack, Zoom and Cal.com (communication and meetings), Portant (documents) and Life Risk Online (insurance quotes). If yours isn't there, use the Request Integration card on the Available tab.

Connecting an integration

Click Connect on a card in the Available tab. Most platforms send you to their own sign-in page to approve TrustPager's access, then bring you back. Key-based platforms (Portant, ActiveCampaign, Life Risk Online, PayPal) ask for an API key instead. Once connected, the platform moves to the Connected tab.

When a connection needs reconnecting

Sometimes a platform stops accepting a connection: you changed your password, someone disconnected TrustPager from inside the platform, or an API key was replaced. When that happens:

A banner appears at the top of the Integrations page, on both tabs, naming the integration that needs reconnecting, with a Reconnect button.
The integration's card says Needs reconnecting and explains what happened, and its Reconnect button is labelled.

Click Reconnect and sign in to the platform again (or, for key-based platforms, enter your current API key). Your automations keep using the same connection, so nothing needs setting up again. If the platform asks which organisation or account to connect, choose the same one as before.

The warning clears by itself the next time the connection works, or as soon as you reconnect. Anything that uses the integration, like raising invoices in Xero, won't work while it needs reconnecting.

It also appears as a Reconnect item on the Setup Required page at https://app.trustpager.com/auto/setup-required, and is counted in the number next to Setup Required in the Automations sidebar.

If you use Claude or another AI assistant connected to TrustPager, it sees the same warning when it lists your integrations.

Personal vs company integrations

Some tools are connected per person rather than per workspace (your Gmail inbox, your Google Calendar). Connect those at https://app.trustpager.com/account/connect. The Integrations page is for company-wide connections the whole workspace uses, like the company Stripe or Xero account.

Rule of thumb: if only you use it, connect it personally. If the whole team relies on it, connect it on the Integrations page.

Removing an integration

The bin icon on a connected card removes the integration. Anything that depends on it (an automation that creates Xero invoices, a lead form feeding from Facebook) stops working until you connect it again. Data already in TrustPager stays where it is.

Reading what each integration does

Help center articles for the most common integrations:

Tip: If an integration you need isn't listed, try the generic incoming or outgoing webhook. They're flexible enough to wire into most tools without a dedicated integration. See https://trustpager.com/help-center/how-to-use-incoming-webhooks and https://trustpager.com/help-center/how-to-use-outgoing-webhooks.

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