Integrations

Integrations

Connect evidence sources and customer context without pretending an unconfigured provider is already live.

Connection status matters. Sefixa includes integration workflows for the providers below, but a provider is not represented as connected until its OAuth/service credentials are configured and the connection succeeds in that workspace.
Evidence sources

Bring approved company knowledge closer to the response workflow.

Google Drive

OAuth-backed browse/import workflow for accessible evidence files when configured.

SharePoint / OneDrive

Microsoft evidence-source workflow when the required provider application credentials are configured.

Custom connector

Adapter surface for organization-specific evidence sources where a standard provider does not fit.

Deal context

Keep response work tied to the customer opportunity.

Salesforce

Connection and opportunity-context workflow is available when provider authorization is configured.

HubSpot

Attach CRM opportunity context to a bid through the configured integration path.

Slack & Microsoft Teams

Integration framework exists for collaboration-provider connection state; production use depends on provider setup and validation.