Introduction

AI Growth Advisor integrations enable you to connect all your business apps and sync your data automatically, providing full visibility and control, whether you manage one site or a thousand. From a single portal, you can connect 500+ apps, automate workflows, and manage every integration with ease.

Key Integration Features

• Connect 500+ Apps: Instantly link your favorite business apps, including QuickBooks, Salesforce, Stripe, Shopify, and more.
• Centralized Dashboard: View, manage, and automate all integrations for each location from a single, intuitive portal.
• Real-Time Data Sync: Keep your data up to date across all systems with just one click or by setting automations.
• Scalable Management: Onboard, track, and manage integrations for multiple locations—all in one place.

• Custom Automations: Create and launch automated workflows tailored to your unique business needs.

  

How to Use AI Growth Advisor Integrations

1. Navigate to the Integrations Tab

• Find and click the “Integrations” tab in the left sidebar menu.

2. View and Manage Your Integrations

• My Integrations:
  See a list of all your current integrations by location (e.g., Dallas, TX).
• Click a row to expand details and view who added the integration, contact information, date added, and more.
• See all connected apps at a glance, such as QuickBooks, Salesforce, and others.

3. Sync Data Instantly or On-Demand

• Use the “Sync Now” button to trigger an immediate data sync for any integration.
• Your data stays fresh, powering accurate reports and up-to-date dashboards across your business.

4. Create Automations

• For each integration, click “Create autymation” to set up automated workflows.
• Automations can move data, trigger alerts, or update systems—all with minimal effort.
• Customize automations to fit your processes, or choose from ready-to-use templates.

5. Monitor Integration Activity

• Switch to the History Integrations tab to review past syncs and integration activity.
• Track who made changes, when they happened, and resolve any issues fast.

6. Scale with Multiple Locations

• Easily manage integrations for each business location.
• Add, update, or automate integrations for hundreds or thousands of locations—no extra hassle.

How It Benefits You

• Save Time: Eliminate manual data entry and switching between apps.
• Total Control: Manage every integration and workflow in one place.
• Always Up-to-Date: Real-time syncing means your reports and analytics are always accurate.
• Effortless Scaling: Grow from one to thousands of locations, with no added complexity.
• Custom Workflows: Automate your unique business processes with flexible autymations.

Ready to streamline your tech stack?

Go to the Integrations tab, connect your apps, and unlock a smarter way to manage your business with AI Growth Advisor.