Gatheroo connects with the tools your business already uses. You can automate file saving, sync contacts, and connect to thousands of other apps via Zapier. This guide covers each available integration and how to get started.
Zapier: connect Gatheroo to 7,000+ apps
Zapier lets you automate workflows between Gatheroo and almost any other tool.
Common uses include: creating a new client record in your CRM when a Gatheroo request is completed, sending a Slack notification when a client submits or creating a Gatheroo request when an opportunity moves to a specific stage.
You set up the connection in Zapier using Gatheroo as a trigger or action.
OneDrive: automatically save submitted files
Connect your OneDrive and Gatheroo will automatically save completed request files to a folder you choose.
You can customise the save destination for individual requests and templates. Files are saved periodically as a client submits their response.
Google Drive: automatically save to your Drive
The Google Drive integration works the same way as OneDrive. Once connected, submitted files are saved automatically to the Drive folder you specify. This is ideal for teams that work within Google Workspace.
Xero: sync your client list
Connect Gatheroo to Xero to automatically sync your contacts. When you update a client record in Xero, the change is reflected in Gatheroo, keeping your contact list accurate without manual entry. Note that enabling the Xero integration requires 2FA to be active on your account.
Coming soon
Xero Practice Manager integrations are currently in development.
These will allow you to sync contacts and create request projects directly from pipeline stages in those platforms.