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
14 integrations
Zoom Phone
AvailableBusiness Phone Systems
Call metadata, direction and duration from Zoom Phone, used to match callers and create records downstream.
Other cloud phone systems
Custom IntegrationBusiness Phone Systems
Cloud PBX and UCaaS platforms that expose call records through an API can be connected as a scoped project.
CARET
AvailableLegal Practice Management
Contact and matter matching with suggested time entries synchronized after human approval.
Other legal practice management platforms
Custom IntegrationLegal Practice Management
Evaluated individually based on available APIs, permissions and licensing.
CRM platforms with REST APIs
Custom IntegrationCRM Platforms
Contact matching, activity logging and follow-up tasks for CRMs that provide a documented API.
Insurance agency CRMs
Custom IntegrationCRM Platforms
Customer identification and interaction history for agency CRM platforms, subject to API access.
PSA and ticketing platforms
Custom IntegrationPSA & Ticketing
Ticket creation, open-ticket matching and time logging for MSP service desks.
Prebuilt PSA connectors
PlannedPSA & Ticketing
Packaged connectors for widely used PSA platforms, reducing setup time for MSPs.
Accounting and billing systems
Custom IntegrationAccounting & Billing
Synchronizing approved time entries and client records with billing platforms that support it.
Google review requests
Custom IntegrationEnterprise Applications
Send review requests to customers after positive interactions, according to rules you set.
Customer satisfaction surveys
Custom IntegrationEnterprise Applications
Trigger short surveys after a call or a resolved ticket and report on the results.
Identity providers
PlannedEnterprise Applications
Single sign-on and role mapping from your organization's identity provider.
Custom business applications
Custom IntegrationCustom APIs
In-house or industry-specific software connected through its API, webhooks or database exports.
Webhooks and outbound events
PlannedCustom 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
Don't see your platform?
Bring your stack to a demo. We'll check what each platform's API allows and tell you plainly what is possible.
Planning a project instead?
For AI strategy, CRM development, custom integrations or governance work, start with a consultation.
