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OrbIT

Connect what you already use.

OrbIT works through each platform’s supported APIs. Every listing shows its real status, because having an API is not the same as having a working integration.

Catalog at a glance

AvailableBuilt and supported by OrbIT. Subject to your platform licensing and permissions.
2
Custom IntegrationDelivered as a scoped project when the platform's API allows it.
9
PlannedOn the roadmap. Not yet available.
3

Across 7 categories, from phone systems to custom APIs.

Integration catalog

Status
Category

14 integrations

  • Zoom Phone

    Available

    Business Phone Systems

    Call metadata, direction and duration from Zoom Phone, used to match callers and create records downstream.

  • Other cloud phone systems

    Custom Integration

    Business Phone Systems

    Cloud PBX and UCaaS platforms that expose call records through an API can be connected as a scoped project.

  • CARET

    Available

    Legal Practice Management

    Contact and matter matching with suggested time entries synchronized after human approval.

  • Other legal practice management platforms

    Custom Integration

    Legal Practice Management

    Evaluated individually based on available APIs, permissions and licensing.

  • CRM platforms with REST APIs

    Custom Integration

    CRM Platforms

    Contact matching, activity logging and follow-up tasks for CRMs that provide a documented API.

  • Insurance agency CRMs

    Custom Integration

    CRM Platforms

    Customer identification and interaction history for agency CRM platforms, subject to API access.

  • PSA and ticketing platforms

    Custom Integration

    PSA & Ticketing

    Ticket creation, open-ticket matching and time logging for MSP service desks.

  • Prebuilt PSA connectors

    Planned

    PSA & Ticketing

    Packaged connectors for widely used PSA platforms, reducing setup time for MSPs.

  • Accounting and billing systems

    Custom Integration

    Accounting & Billing

    Synchronizing approved time entries and client records with billing platforms that support it.

  • Google review requests

    Custom Integration

    Enterprise Applications

    Send review requests to customers after positive interactions, according to rules you set.

  • Customer satisfaction surveys

    Custom Integration

    Enterprise Applications

    Trigger short surveys after a call or a resolved ticket and report on the results.

  • Identity providers

    Planned

    Enterprise Applications

    Single sign-on and role mapping from your organization's identity provider.

  • Custom business applications

    Custom Integration

    Custom APIs

    In-house or industry-specific software connected through its API, webhooks or database exports.

  • Webhooks and outbound events

    Planned

    Custom APIs

    Send OrbIT events to your own systems in real time.

Product names are trademarks of their respective owners and are used only to identify compatible systems. Listing a platform does not imply a partnership or endorsement.

Integration architecture

Every connection follows the same pattern: scoped access in, interpretation and review in OrbIT, outcomes written back.

Your systems

Where activity starts

  • Business phone system
  • CRM
  • Practice management
  • PSA & ticketing
  • Custom applications

Connectors

Scoped, least-privilege access

  • Supported APIs
  • Scoped permissions
  • Only what a workflow needs

OrbIT intelligence

Interpret and decide

  • Client and record matching
  • AI-assisted summaries
  • Workflow rules
  • Human review queue

Outcomes

Written back to your tools

  • Updated records
  • Tickets and tasks
  • Approved time entries
  • Dashboards and reports
Across every step: role-based access, an audit trail of automated and human actions, and retention settings defined with your team.
Activity flows from your systems through scoped connectors into OrbIT, which matches records, drafts summaries and applies workflow rules with human review, then writes outcomes back to your tools.

Don't see your platform?

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