Integrations — Task365

Lead365 — leads on autopilot

Lead365 sends leads, stage changes, wins and losses to your pipeline in real time. Nine webhook events are handled automatically.

lead.created → pipeline auto-entry
Stage changes tracked with history
Won leads flagged for conversion
Meta & form leads auto-assigned

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Connected ● Live

lead.created → pipeline auto-entry

Stage changes tracked with history

Synced

BikriBook — invoices that get paid

Create GST invoices locally first, sync to BikriBook, send to clients and track payments — with a 6-hour status check.

GST invoices with auto-numbering
One-click sync with retry & logs
Send-to-client email from BikriBook
Payment status + admin alerts

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Connected ● Live

GST invoices with auto-numbering

One-click sync with retry & logs

Synced

Google Calendar + Meet — meetings that happen

Sync dated tasks to Google Calendar as events with an automatic Google Meet link on every deliverable.

OAuth 2.0 connect, tokens encrypted
Tasks → 10 AM calendar events
Automatic Meet conference links
Upcoming events on the dashboard

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Connected ● Live

OAuth 2.0 connect, tokens encrypted

Tasks → 10 AM calendar events

Synced

Slack & Teams — updates where your team lives

Push new leads, task overdues, invoice payments and client requests to your Slack or Teams channel.

Incoming webhooks, no app needed
10 event types with toggles
Adaptive Cards on Teams
Test buttons on the settings page

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Connected ● Live

Incoming webhooks, no app needed

10 event types with toggles

Synced

Gmail — real emails from your own address

Invoices, reports, portal invites, welcome emails and automation alerts are sent from your own Gmail or Google Workspace address via SMTP.

App Password auth, no OAuth setup
In-app settings page with test button
From address = your Gmail address
Log mailer fallback for local dev

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Connected ● Live

App Password auth, no OAuth setup

In-app settings page with test button

Synced

Integration questions

Paste your webhook URL into Lead365, select the events, and leads flow into your pipeline automatically. The webhook log shows every event received.

Invoices are saved locally first, then synced with one click. Payment status is checked every 6 hours automatically.

Any Google account works. You authorize once via OAuth and tasks sync to your primary calendar.

Yes — choose exactly which events go to Slack/Teams, or disable them entirely.

Yes. Google tokens are encrypted at rest, and webhook URLs are stored per-tenant with role-based settings access.

Plug into your existing stack

Lead365 — leads on autopilot

BikriBook — invoices that get paid

Google Calendar + Meet — meetings that happen

Slack & Teams — updates where your team lives

Gmail — real emails from your own address

Integration questions

Connect your stack in minutes