Pushbuild

Connect works with the software you already use

Connect works on your own computer and in your own browser, the same way you do. So if you can do a task in a program or a website, we can learn it and take it off your plate. Here are some of the programs our clients use most. We set up any of these when you need it.

Connect uses the logins and access you already have, and you decide what we can see and do. Every action is logged, and you can stop us at any time.

Email, documents and files

Mail, spreadsheets, documents and shared folders: filing attachments, filling templates, moving files where they belong.

Browsers

Most business software runs in a browser tab. Connect runs in Chrome, Edge and Firefox.

  • Google Chrome
  • Microsoft Edge
  • Firefox

Accounting, payments and payroll

Entering bills and invoices, matching payments, pulling reports and keeping the books in step with your other systems.

Sales, customers and online stores

Adding and updating leads, logging calls and notes, and keeping orders, products and customers in step.

Team chat and meetings

Posting updates where your team already looks, and turning meetings into follow-up tasks.

By industry

The same goes for the software your trade runs on.

Construction

Job costing, change orders, daily logs and getting bills from the field into the books.

Related: Buildertrend and QuickBooks

Legal

Opening matters, filing documents, logging time and keeping client contact details current.

Related: Clio and Zapier

Real estate

Adding new leads, routing each one to the right person on your team, and keeping listings and contacts up to date.

Related: Follow Up Boss and Zapier

Medical billing and practice admin

Front-office and billing admin: checking claim status on payer portals, downloading remittances, running billing reports and scheduling. We set this up for admin work only, not for clinical records.

Not on the list?

These are examples, not the full list. If it runs on your computer or in your browser, tell us what you use and what you want done. For connecting two apps so data moves between them on its own, see our two-app integrations.

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