Do I need Zapier to connect Workspace369 to my other tools?

Not for payments, email, calendar, texting, calling or AI clients: those connect directly. Zapier, Make or n8n help when you want Workspace369 events to start work in another app, and they use webhooks and the Builder API, which are on Specialist and higher plans.

Can I connect Claude or ChatGPT on the Cadet plan?

Yes. MCP, including personal access tokens, works on every plan. An admin turns on AI connections in Settings, you create a token with only the access the client needs, and each call uses a little of your workspace's monthly AI usage.

Do I need my own Twilio or SendGrid account?

No. Workspace369 provisions and manages both. Email delivery works on every plan, and texting and calling start on Voyager at $74 a month with 2 seats.

Connect the systems your operation already trusts.

Workspace369 keeps payment, communication, calendar, import, AI, and developer workflows attached to the same clients, requests, projects, invoices, files, and activity.

Start free trial Plan an integration

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

Workspace369 integrates with Stripe for online payments, Gmail and Microsoft 365 for email, Google Calendar for two-way calendar sync, Claude and ChatGPT through MCP, and Zapier, Make and n8n through webhooks and the Builder API. SMS, calling and transactional email are built in, so there is no Twilio or SendGrid account to connect.

Payments & Accounting

Revenue and finance visibility

StripeCard payments on invoices, deposits and recurring invoices, into your own Stripe account.View details

CSV importAI-mapped imports from any CSV export — review before anything is written.View details

Communications

Client conversations in context

TwilioBuilt inSMS, calling, and voicemail — provisioned by us, nothing to set up.View details

SendGridBuilt inTransactional email delivery — provisioned and monitored for you.View details

GmailGmail threads beside clients and billing. One-click sign-in is coming soon.View details

Microsoft 365Forward Microsoft 365 mail into the client inbox. One-click connection is coming soon.View details

Calendar & Productivity

Scheduling and shared access

Google CalendarTwo-way sync: your Workspace369 schedule goes to Google Calendar, and your Google events show in Workspace369.View details

Workspace AIBuilt inBuilt-in AI summaries, compose, translate, and Ask AI where records live.View details

Public linksShare one record or form without exposing the workspace.View details

Developer & Data

Custom workflow connections

WebhooksSigned events for invoices, proposals, contracts, leads and time.View details

API workflowsRead and write clients, proposals, invoices and more from your own code.View details

ZapierWebhooks start your Zaps, and Zapier's webhook steps call the Workspace369 API.View details

MakeWebhooks start Make scenarios, and the HTTP app calls the Workspace369 API.View details

n8nWebhooks start n8n workflows, and the HTTP Request node calls the Workspace369 API.View details

AI & Agents

Manage the workspace from your AI

Workspace369 MCPFeaturedConnect Claude or ChatGPT to your workspace. Sends wait for your approval.View details

Running your business on Google Workspace? See how Workspace369 works as the CRM for Google Workspace. Coding your own app with an AI agent? Build a CRM with AI on Workspace369.

Which integrations come with which plan

Most connections are on every plan. Texting and calling start on Voyager, and the developer tools that Zapier, Make and n8n rely on start on Specialist.

Every plan

From Cadet, $29 a month

Stripe: clients pay invoices, deposits and recurring invoices online, into your own Stripe account
Gmail with a Google app password, and Microsoft 365 with a forwarding rule, into the client inbox
Two-way Google Calendar sync for each team member
AI Import of CSV or Excel exports, reviewed before anything is saved
MCP for Claude, ChatGPT and other AI clients, including personal access tokens
Built-in Workspace AI, public links and email delivery

Voyager and up

From $74 a month, 2 seats

SMS, MMS, calling and voicemail on dedicated numbers, provisioned for you
Missed-call text back and no-answer forwarding
A shared inbox with conversation assignment

Specialist and up

From $149 a month, 10 seats

Webhooks: signed events when invoices are paid, proposals accepted or contracts signed
The Builder API, which Zapier, Make and n8n use to read and write records
The phone system: IVR menus, call queues and call recording

Compare every row on the pricing page.

Three ways a connection works

Built in: nothing to set up

Texting, calling and transactional email run on Twilio and SendGrid infrastructure that Workspace369 provisions and monitors. You never open an account with either, and every text, call and email lands on the client record it belongs to.

Your own accounts: connect once

Stripe, Gmail, Microsoft 365 and Google Calendar connect to accounts you already own. Payments go straight to your Stripe account, and each team member connects their own Google account and sees only their own Google events. You can disconnect from either side at any time.

Developer and AI: you set the scope

Webhooks and the Builder API send and accept data for the records you choose. AI clients connect through MCP after an admin turns on AI connections, tokens carry only the scopes you give them, and anything an AI client would send waits for your approval.

Integration questions

Do I need Zapier to connect Workspace369 to my other tools?: Not for payments, email, calendar, texting, calling or AI clients: those connect directly. Zapier, Make or n8n help when you want Workspace369 events to start work in another app, and they use webhooks and the Builder API, which are on Specialist and higher plans.
Can I connect Claude or ChatGPT on the Cadet plan?: Yes. MCP, including personal access tokens, works on every plan. An admin turns on AI connections in Settings, you create a token with only the access the client needs, and each call uses a little of your workspace's monthly AI usage.
Do I need my own Twilio or SendGrid account?: No. Workspace369 provisions and manages both. Email delivery works on every plan, and texting and calling start on Voyager at $74 a month with 2 seats.

See the current Workspace369 in the real app.

Map your clients, requests, communication, projects, billing, payments, AI, automations, accounting, and reporting into one calm workspace.

Start free trial Talk to sales

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

20+connected modules

24/7client access

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