Platform / 07
Communications & Integrations
Messages and connections
Keep merchant conversations and system updates together.
Find emails, SMS and WhatsApp messages on the relevant lead or merchant record. Connect supported providers and internal systems so your team can follow the work without copying updates between tools.
01
See earlier messages before replying
02
Pass records between connected systems
03
Find failed deliveries and assign the fix
Capabilities
Your conversations, providers and systems, connected.
Set up the channels your merchants use and the provider connections your operation needs. Review message handling, data exchange and what happens if a delivery fails.
01
Unified communications
Bring email, SMS, WhatsApp and shared conversations into the relevant contact and account history.
02
Templates & campaigns
Manage reusable content, targeted broadcasts, scheduled activity and engagement reporting.
03
API & webhooks
Exchange data and events with acquirers, providers, customer systems and internal services.
04
Developer tools
Manage API credentials, documentation, webhook configuration and integration testing.
05
Provider connections
Connect supported messaging, calendar, banking, telephony, payment and data services.
06
Integration monitoring
Track delivery, failures, retries and ownership across critical connected workflows.
Keep the next team in the loop
A failed message or delayed system update needs someone to act on it. Agree who monitors each connection, who handles exceptions and how the merchant or colleague is kept informed.
Related tools for your team
- Sales engagement — Coordinate email, SMS and WhatsApp activity, sequences, templates, reminders and reply handling.
- Service workflows — Route queries, requests and exceptions to the right owner with visible status and escalation.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Show us the tools your team relies on.
We will review your messaging channels, providers and data requirements, then demonstrate the supported connections and confirm any additional integration work.