Integration catalogue

This page lists every integration Hebno offers, how it connects, what Hebno reads from it and what it can write. Use it to find the right integration, or to check what a write action includes before you allow it. Personal means each member connects their own account under Settings → Connections. Organisation means an owner or admin connects once under Admin → Connectors, and members can usually Link your account (SAP S/4HANA is organisation only). Every write needs a person to confirm on a card. See Permissions and access.

Microsoft 365

Microsoft Planner, Microsoft Loop and Power BI use the same Microsoft account. Admins approve the Microsoft permissions once in the Microsoft Entra admin guide.

Integration	Connection	Reads	Writes (with confirmation)
OneDrive	Personal	Files and folders, linked folders	Save deliverables to a linked folder
SharePoint	Personal	Sites, libraries, files, linked folders	Save deliverables to a linked folder
Outlook	Personal	Email and attachments	Send email
Outlook Calendar	Personal	Events, shared calendars, free time	Send calendar invitations
Microsoft Teams	Personal	Meetings, transcripts, Copilot notes, channel messages, chats	Post a channel message
OneNote	Personal	Notebooks, sections, pages	Create a page
Dynamics 365 Sales	Personal	Accounts, contacts, leads, opportunities, activities, notes	Note, task, opportunity update, appointment
Dynamics 365 Business Central	Organisation	Customers, projects, time, invoices, ledger	Time entry, draft sales invoice
Microsoft Planner	Personal	Plans, buckets, tasks, checklists	Create, update and complete tasks
Microsoft Loop	Personal	Workspaces, pages, Loop components	Create a page
Power BI	Personal	Workspaces, reports, dashboards, semantic models, DAX queries	None

Google Workspace

Google Chat uses the same Google account. Workspace admins set up trust once in the Google Workspace admin guide.

Integration	Connection	Reads	Writes (with confirmation)
Google Drive	Personal	Files, shared drives, linked folders	Save deliverables, write back to Docs, Sheets and Slides
Gmail	Personal	Threads and attachments	Send email
Google Calendar	Personal	Events, free time	Send calendar invitations
Google Meet	Personal	Meeting details, transcripts, Gemini notes	None
Google Chat	Personal	Spaces, threads, direct messages	Post a message, reply in a thread

Files and knowledge

Integration	Connection	Reads	Writes (with confirmation)
Dropbox	Personal	Files and folders, linked folders	Save files
Box	Personal	Files and folders, linked folders	Save files
Confluence	Personal	Spaces, pages, comments	Create a page, add a comment
Notion	Personal	Pages and databases	Create a page, append to a page, add a database row
Egnyte	Personal	Folders, files, versions, linked folders	Save files to a linked folder
iManage Work	Personal	Libraries, workspaces, folders, documents, versions, matters	Save a new document or version
NetDocuments	Personal	Cabinets, workspaces, folders, documents, versions	Save a new document or version
Coda	Personal	Docs, pages, tables, rows	Create a page, add a table row
Guru	Personal	Collections, folders, cards, verification status	Create a draft card

Communication

Integration	Connection	Reads	Writes (with confirmation)
Slack	Personal	Channels and threads	Post a message, reply in a thread
Front	Personal	Shared inboxes, conversations, comments, tags	Add a comment, create a draft reply, tag a conversation

Meetings and calls

Integration	Connection	Reads	Writes (with confirmation)
Zoom	Personal	Meetings, cloud recordings, transcripts, AI Companion summaries	Schedule a meeting
Webex	Personal	Meetings, recordings, transcripts, AI Assistant summaries	Schedule a meeting
Gong	Organisation	Calls, transcripts, trackers, deal context	None
Fireflies.ai	Personal	Meeting transcripts, summaries, action items	None
Otter.ai	Personal	Conversations, transcripts, summaries, action items	None
Fathom	Personal	Recorded calls, transcripts, summaries, action items	None
Loom	Personal	Videos, transcripts, comments	None
Calendly	Personal	Event types, scheduled events, invitees	Create a single-use scheduling link

CRM

Integration	Connection	Reads	Writes (with confirmation)
Salesforce	Personal	Accounts, contacts, opportunities, activities	Note, task, opportunity stage, logged activity, new contact
HubSpot	Personal	Companies, contacts, deals, activities	Note, task, deal stage, logged activity, new contact
Pipedrive	Personal	Organisations, people, deals, activities	Note, task, deal stage, logged activity, new person
Zoho CRM	Personal	Accounts, contacts, leads, deals, activities, notes	Note, task, call log, deal update, new contact
Attio	Personal	Companies, people, deals, lists, notes, tasks	Note, task, attribute update, add to list
Affinity	Personal	Organisations, people, opportunities, lists, notes, relationship strength	Note, add to list, field update
Close	Personal	Leads, contacts, opportunities, activities, tasks	Note, task, opportunity status, call log
Copper	Personal	Companies, people, opportunities, activities, tasks	Note, task, opportunity stage

Company and market data

Company and market data integrations read only. Licensed sources such as ZoomInfo and PitchBook are connected once by an admin with the firm’s own subscription.

Integration	Connection	Reads	Writes (with confirmation)
LinkedIn Sales Navigator	Personal	Saved accounts, saved leads, lists, TeamLink paths, alerts	None
ZoomInfo	Organisation	Company profiles, contacts, org charts, technographics, intent	None
Apollo.io	Personal	Companies, people, saved contacts, lists, sequence status	Add a contact to a list
Crunchbase	Organisation	Organisations, funding rounds, acquisitions, investors, people, news	None
PitchBook	Organisation	Companies, deals, investors, funds, comparables	None
Companies House	Organisation	Company profiles, officers, persons with significant control, filing history, charges	None

Project delivery

Integration	Connection	Reads	Writes (with confirmation)
Asana	Personal	Projects, tasks, comments	Create a task, comment, update a task, complete a task
monday.com	Personal	Boards, items, updates	Create an item, update a column, post an update
Jira	Personal	Projects, issues, comments, worklogs	Create an issue, comment, log work, transition
ClickUp	Personal	Spaces, folders, lists, tasks, comments, docs, time entries	Create a task, update a task, add a comment, log time
Trello	Personal	Boards, lists, cards, checklists, comments	Create a card, move a card, add a comment
Linear	Personal	Teams, projects, cycles, issues, comments	Create an issue, update an issue, add a comment
Smartsheet	Personal	Workspaces, sheets, rows, reports, dashboards, comments	Add a row, update a row, add a comment
Wrike	Personal	Spaces, folders, projects, tasks, comments, timelogs	Create a task, update a task, add a comment, log time
Basecamp	Personal	Projects, to-dos, message boards, docs, schedules, comments	Add a to-do, complete a to-do, post a message, add a comment
Airtable	Personal	Bases, tables, views, records, comments	Create a record, update a record, add a comment
Teamwork.com	Personal	Projects, task lists, tasks, milestones, time logs, budgets	Create a task, update a task, log time, add a comment

PSA, time and resourcing

Margin, rates and budget figures from PSA systems default to owners and admins, like other financial figures.

Integration	Connection	Reads	Writes (with confirmation)
Deltek WorkBook	Organisation	Jobs, tasks, time, resource plans, financials	Time, task update, new task, resource booking, job note
Easy Projects	Organisation	Customers, projects, tasks, time, expenses, resources	Log time, create or update a task, assign people, add a message, log an expense
Kantata	Organisation	Projects, tasks, time, resource requests, allocations, budgets, margin	Log time, create or update a task, draft a resource request, add a note
Productive	Organisation	Projects, budgets, deals, time entries, bookings, profitability	Log time, create a task, create a booking, add a comment
Harvest	Personal	Projects, tasks, time entries, budgets, uninvoiced amounts	Log time
Toggl Track	Personal	Workspaces, clients, projects, time entries, reports	Log time
Clockify	Personal	Workspaces, clients, projects, tasks, time entries, reports	Log time
Float	Organisation	People, projects, allocations, time off, capacity, logged time	Create an allocation, update an allocation
Scoro	Organisation	Projects, tasks, time entries, quotes, invoices, budgets	Log time, create a task, draft a quote
Accelo	Organisation	Clients, projects, tickets, retainers, time, budgets	Log time, create a task, add a note

People and HR

HR integrations read only. Hebno never reads compensation, bank details, national identifiers or performance records.

Integration	Connection	Reads	Writes (with confirmation)
BambooHR	Organisation	Employee directory, departments, managers, who is out	None
HiBob	Organisation	People directory, departments, managers, who is out	None
Personio	Organisation	Employees, departments, supervisors, absences	None
Workday	Organisation	Workers, supervisory organisations, managers, time off, absence	None

ERP and finance

ERP and finance integrations create drafts only. Hebno never approves, posts, sends or pays.

Integration	Connection	Reads	Writes (with confirmation)
SAP S/4HANA	Organisation	Customers, projects, financial documents	Time entry draft, project note
Oracle NetSuite	Organisation	Customers, projects, invoices, transactions	Time bill, draft invoice
Odoo	Organisation	Partners, projects, timesheets, invoices	Timesheet line, task, draft invoice, note on a lead
Xero	Organisation	Contacts, invoices, bills, reports	Draft invoice, draft quote, project time entry
QuickBooks	Organisation	Customers, invoices, bills, reports	Time activity, draft invoice, draft estimate
Sage Intacct	Organisation	Customers, projects, timesheets, AR invoices, GL accounts, dimensions	Draft timesheet entry, draft AR invoice
Exact Online	Organisation	Accounts, projects, hour entries, sales invoices, reports	Hour entry, draft sales invoice
Visma e-conomic	Organisation	Customers, projects, time entries, invoices, accounts	Draft invoice, time entry
Fortnox	Organisation	Customers, projects, invoices, offers, time reporting, vouchers	Draft invoice, draft offer
DATEV	Organisation	Accounts, open items, BWA reports, documents	Upload a document to the document inbox
FreshBooks	Organisation	Clients, projects, time entries, invoices, estimates, expenses, reports	Draft invoice, draft estimate, time entry

Payments and spend

Payment and spend integrations create drafts only. Hebno never charges, refunds, pays or submits.

Integration	Connection	Reads	Writes (with confirmation)
Stripe	Organisation	Customers, invoices, subscriptions, payments, payouts, balance	Draft invoice
Expensify	Organisation	Reports, expenses, categories, tags, policies	Draft expense report
Pleo	Organisation	Expenses, receipts, categories, tags, team spend	Add a note or tag to an expense

Proposals and signatures

Hebno prepares drafts. A person sends every envelope, document and agreement from the signature system.

Integration	Connection	Reads	Writes (with confirmation)
Docusign	Personal	Envelopes, recipients, status, completed documents, templates	Create a draft envelope
PandaDoc	Personal	Documents, templates, status, recipients, pricing tables	Create a draft document from a template
Adobe Acrobat Sign	Personal	Agreements, status, participants, signed documents, library templates	Create a draft agreement

Customer support

Integration	Connection	Reads	Writes (with confirmation)
Zendesk	Personal	Tickets, comments, organisations, users, help centre articles	Add an internal note, draft a reply, update ticket fields
Intercom	Personal	Conversations, contacts, companies, tags, help centre articles	Add an internal note, tag a conversation
Freshdesk	Personal	Tickets, conversations, companies, contacts, solution articles	Add a private note, update ticket fields

Design and whiteboards

Integration	Connection	Reads	Writes (with confirmation)
Figma	Personal	Files, pages, frames, comments, versions; frames exported as images	Post a comment
Miro	Personal	Boards, frames, sticky notes, cards, comments	Add sticky notes, create a board
Canva	Personal	Designs, folders, brand templates; exports as PDF or PNG	Save a deck or image as a new design

Engineering

Integration	Connection	Reads	Writes (with confirmation)
GitHub	Personal	Repositories, issues, pull requests, reviews, comments, README and docs files	Create an issue, add a comment
GitLab	Personal	Projects, issues, merge requests, comments, wiki pages, README files	Create an issue, add a comment

Data and analytics

Analytics and data warehouse integrations read only. Warehouse queries are read-only and the query appears with the answer.

Integration	Connection	Reads	Writes (with confirmation)
Tableau	Personal	Projects, workbooks, views, published data sources, view data and images	None
Looker	Organisation	Looks, dashboards, Explores, live query results	None
Google Analytics	Personal	GA4 properties, users, sessions, key events, channels, pages	None
Snowflake	Organisation	Databases, schemas, tables, views, read-only SQL results	None
Google BigQuery	Organisation	Datasets, tables, views, read-only SQL results	None

Surveys and research

Integration	Connection	Reads	Writes (with confirmation)
Typeform	Personal	Workspaces, forms, responses, Insights summaries	Create a draft form (unpublished)
SurveyMonkey	Personal	Surveys, collectors, responses, question rollups	Create a draft survey (no collector)
Qualtrics	Organisation	Surveys, responses, distributions, XM Directory contacts	Create a draft survey (inactive)

Marketing and advertising

Ad platforms are read only. Mailchimp campaigns are saved as drafts for a person to send.

Integration	Connection	Reads	Writes (with confirmation)
Google Ads	Personal	Accounts, manager accounts, campaigns, ad groups, keywords, metrics	None
Meta Ads	Personal	Ad accounts, campaigns, ad sets, ads, Insights	None
LinkedIn Ads	Personal	Ad accounts, campaign groups, campaigns, creatives, analytics	None
Mailchimp	Personal	Audiences, segments, contacts, campaigns, reports, automations	Create a draft campaign (sent from Mailchimp)

​Microsoft 365

​Google Workspace

​Files and knowledge

​Communication

​Meetings and calls

​CRM

​Company and market data

​Project delivery

​PSA, time and resourcing

​People and HR

​ERP and finance

​Payments and spend

​Proposals and signatures

​Customer support

​Design and whiteboards

​Engineering

​Data and analytics

​Surveys and research

​Marketing and advertising

​Related