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Platform Integrations

Appello connects to a handful of third-party services -- accounting software, SMS, e-signature, Zapier, and its own public API -- plus two services (push notifications and maps) that are wired in at the code level rather than exposed as a Settings screen. This page is a map of all of them. For setup steps and screenshots, follow the links in the table.

Most integrations live under Settings, split across four separate screens:

  • Settings → Integrations -- Twilio SMS
  • Settings → Accounting Integrations -- QuickBooks Online and other accounting platforms
  • Settings → API Credentials -- OAuth clients, and the basis for the Zapier connection
  • Settings → Human Resources Integration -- Dropbox Sign (only visible once Appello turns the feature on for your instance)

Push notifications and maps have no Settings screen -- see the table below.

How integrations are configured​

Settings-based integrations follow one of two patterns:

  • Connect and map -- QuickBooks Online and Dropbox Sign use OAuth: an admin clicks Connect, authorizes in the provider's own window, and then maps records (customers, tax types, GL accounts) inside Appello.
  • Enter credentials -- Twilio SMS takes an Account SID, Auth Token, and phone number directly in the form. API Credentials generates an OAuth Client ID/Secret pair for external systems to call Appello with.

Push notifications (Firebase Cloud Messaging) and the embedded maps (Mapbox) are set up by Appello staff for your instance -- there is nothing for an admin to connect or toggle for either one.

Available Integrations​

IntegrationWhat it doesWhere to set it upPage
QuickBooks OnlineTwo-way accounting sync -- pushes invoices to QuickBooks AR, pulls Bills and payment status back, maps customers/vendors/tax types/GL accountsSettings → Accounting IntegrationsAccounting Connection
Other accounting systemsAvantage, ComputerEase, Dayforce Powerpay, Payroll4Construction, QuickBooks (Desktop), Sage50 Canada, Sage50 US, and Spectrum are selectable from the same dropdown; QuickBooks Online is the only one with a documented sync flowSettings → Accounting IntegrationsIntegrations & API
Twilio SMSSends SMS notifications for the account events an admin enables in Notification Control SystemSettings → IntegrationsIntegrations & API
API / OAuth CredentialsIssues an OAuth Client ID/Secret pair so an external system can authenticate against Appello's APISettings → API CredentialsIntegrations & API
ZapierLets you build Zaps against Appello triggers and actions; the Zapier app itself authenticates with an Appello username and password, not the OAuth credential aboveSettings → API Credentials (to review/create the underlying credential); the Zap is built on Zapier's platformIntegrations & API
Dropbox SignE-signature provider behind HR onboarding document packagesSettings → Human Resources IntegrationDropbox Sign E-Signature
Push notificationsDelivers mobile push notifications, via Firebase Cloud Messaging, when an enabled notification event firesNot in Settings -- Appello staff set this up for your instanceIn-app notifications
Maps (Mapbox)Powers the interactive Administrative Map and the Travel Rate Zone mapNot in Settings -- Appello staff set this up for your instanceAdministrative map
note

"Google Maps" is not a configured integration. A handful of screens (equipment last-known location, travel record rows, safety-form GPS pins) show a View Map link that simply opens Google Maps at a set of coordinates in a new tab -- no credential or Settings screen is involved. The embedded, interactive maps (Administrative Map, Travel Rate Zone map) run on Mapbox instead.

HubSpot powers Appello's own embedded bug/feature-report widget (see Report a bug / Request a feature in the app) -- it is not something you configure and has no Settings screen, so it is not listed above.