Business & Enterprise
Business & Enterprise integrations for AI agents
ERP, HCM, finance, and back-office systems of record.
Business and enterprise integrations connect agents to systems of record beyond the CRM — ERPs, HR platforms, finance tools, e-signature. These are the workflows with the most process and the most at stake in getting it wrong, which is why agents here typically run with approval gates on writes and a year of audit retention with reasoning included.
Integration
Mailchimp
Mailchimp integration for lists, members, campaigns, templates, and reports
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Integration
Marketo
Marketo integration for leads, activities, campaigns, programs, and lists
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Integration
NetSuite
NetSuite integration for records, SuiteQL, saved searches, subsidiaries, and company info
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Integration
QuickBooks
QuickBooks integration for invoices, customers, items, accounts, payments, bills, company info, queries, and reports
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Integration
SAP
SAP Integration
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Integration
Shopify
Shopify integration for products, orders, customers, collections, inventory, fulfillments, locations, themes, and pages
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Integration
Stripe
Stripe integration for customers, charges, payments, subscriptions, invoices, products, and balance
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Integration
Workday
Workday integration for workers, organizations, job profiles, positions, supervisory orgs, cost centers, business processes, time off, compensation, and payroll
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What agents do with business & enterprise tools
- Invoice agents that extract, classify, and route payables for approval
- Onboarding agents that run the checklist across HR, IT, and access systems
- Compliance agents that reconcile records across systems and flag exceptions
- Contract agents that track renewal dates and prepare summaries