Integrations
Project management integrations
Your work platform runs your delivery, but it shouldn't be an island. We connect monday.com, Asana, ClickUp and other project tools to the rest of your stack, so work flows in and out instead of being re-keyed.
The problem
The work platform ends up disconnected
Your team runs delivery in a project tool, but the CRM, finance, documents and communication sit outside it.
So data is copied between them by hand, and the platform meant to give you one view is missing half the picture.
The platforms
The project platforms we connect
We integrate the work and project platforms businesses run on, including monday.com, Asana and ClickUp, where we're certified partners, as well as Jira, Trello and Smartsheet. Off-the-shelf where it fits, custom where it doesn't.
- monday.com
- Asana
- ClickUp
- Jira
- Trello
- Smartsheet
Project platform list to be confirmed before publish. We name only platforms we can actually deliver.
Where it connects
Where the work platform usually needs to connect
These are the connections that turn a work platform from a delivery silo into the visible centre of how the business runs.
Project platform and CRM
Won work creates the project or client automatically, so delivery starts clean instead of being re-set-up by hand.
Project platform and finance
Project costs and billing joined up, so budgets, spend and invoicing sit next to the work.
Project platform and documents
Files linked to the right project, so nothing about a piece of work is a folder away.
Project platform and communication
Updates and tasks flowing to email and chat, so the platform reaches people where they already are.
Project platform and time tracking
Tracked time flowing to billing, so hours logged on tasks land in invoices without a re-entry step.
Each connection removes a manual handoff and gives the work platform the full picture, so the team stops switching systems to find one.
How we build
How we facilitate it
Every connection gets the right approach. Where a reliable native or off-the-shelf integration exists, we use it. Where there isn't one, or the logic is more involved than a standard connector allows, we build a custom integration through the systems' APIs, with proper authentication, error handling and monitoring so it doesn't silently break.
We keep your data secure and in your control, deployed per client with Australian data residency.
Want the detail on how we build custom connections?
Beyond the connection
Connected, not just linked
Connecting your work platform is rarely the whole job. Once the data flows, there's usually work to automate on top of it, and often a role for AI agents to act on what your systems now know. We build integration as part of a connected system.
FAQ
Frequently asked questions
What is a project management integration?
A connection between your work platform and the systems around it, so work, data and updates flow between them automatically instead of being copied by hand.
Can you connect monday.com, Asana or ClickUp to our other systems?
Yes. We're certified partners in all three and connect them to your CRM, finance, documents and communication tools.
Can you connect two work platforms?
Yes, where a business runs more than one, we can bridge them, though we'll also advise if consolidating is the better move.
What if there's no ready-made integration?
We build a custom one through the systems' APIs.
How do we get started?
Show us one task your team currently does by hand. We'll build an AI agent that does it, free, running on your real work for 30 days.
Keep reading
Related
- Capability
Custom integrations overview
How we connect every category of system a business runs on.
Read more - Service
Integrations & automation
The managed engagement that delivers connections end to end.
Read more - Capability
Work platforms
monday.com, Asana and ClickUp — the platforms we most often connect.
Read more - Category
CRM integrations
Where won work usually comes from, before it reaches the project platform.
Read more
What clients say
Josh has been phenomenal as an implementation partner. So cool, calm and so patient. He understands common business challenges and the anxiety that comes with change management. He has no issues getting deep into the details and happy to step into our mess to find order and process that works in this new system. I could not recommend Josh more highly.
Get started
Show us one task your team does by hand
We'll build an AI agent that does it, free, running on your real work for 30 days. No access to your systems, no cost, and no obligation at the end.