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Connections

Connect the accounts and services your workspace depends on: the mailbox and calendar that feed your CRM, your bank, the accounts you sign in with, and the API keys, webhooks, phone, and texting settings that let SaaSy exchange data with everything else. Most third-party connectors live under Integrations; the pages below are the ones that live in Settings.

Sync your email and calendar​

Settings → Email sync connects your email account so messages sync with CRM contacts and deals. Select Connect Gmail or Connect Outlook and complete the provider's consent screen. You can connect multiple accounts — select Connect again to add another. Each account row shows Last sync and a Sync now control, and Sync All refreshes every account at once. If a row is marked Read-only - reconnect, it was authorized before send permission existed; reconnect it so sequences and template sends can actually deliver.

Settings → Calendar sync works the same way with Connect Google Calendar and Connect Outlook, and syncs events into your CRM. Rows show token health and synced event counts, plus Sync all calendars. If you use Microsoft Teams, this page also carries the setup steps for importing Teams meeting transcripts as AI meeting-summary notes.

Settings → Calendar automation has two views. Calendar notifications lists every reminder, follow-up, and escalation the calendar brain has sent, filterable by Type and Status. The Approval queue lists autonomous actions awaiting a human decision — select Approve or Reject, optionally with notes for the audit trail. Items expire silently if no decision is made before the expiry timestamp.

Connect banks and sign-in accounts​

Settings → Connected accounts is legacy. It now redirects to /dashboard/integrations, where every OAuth and integration account is listed in one place with its health, and controls to test, sync, or disconnect it. Old bookmarks still land in the right place.

Settings → Connected accounts → Bank connects a business bank account through Plaid so ownership can be confirmed. Only ownership is confirmed — no balances or transactions are pulled. If a connection needs attention, the page offers Re-verify.

Settings → Linked accounts controls the Sign-in providers you use to sign in to SaaSy with a Google or Microsoft account. Each provider shows Linked or Not linked, with Link and Unlink actions. You must keep at least one sign-in method, so set a password on your profile before unlinking your last provider.

Create API keys​

Settings → API keys manages keys for programmatic access. API access requires the Growth or Scale plan.

  1. Select Create Key.
  2. Copy the key when it is shown — you will not see the full key again.
  3. Use Rotate to replace a key (the old key stops working immediately) or Revoke to disable one permanently.

See the API reference for what you can call with a key.

Receive and send webhooks​

Outbound webhook subscriptions are consolidated at /dashboard/webhooks, and the old Settings → Webhooks page redirects there. Add a subscription with an Endpoint URL, an optional description, and the Events you want. When a subscription is created, its signing secret is shown once — copy it and store it in your secret manager, because it cannot be recovered. Each subscription offers Send a test event and a Deliveries view listing the last 50 attempts.

Settings → Webhooks → Inbound webhook log audits incoming webhooks from external providers. Filter by Provider and Status, and read each row's signature validity, processing status, retry count, and error.

Set up calling and customer texts​

Settings → VoIP configures click-to-call and call logging. Under Provider Configuration, choose a Provider — Twilio is available today — then fill in the credential fields and the From Number used as caller ID. Secrets are stored encrypted and are never displayed after save. Copy the Webhook URL shown on the page into your provider's StatusCallback setting so call status, duration, and recording URLs flow back into the CRM. Use Test connection after saving, and turn on Enable VoIP to activate click-to-call across the CRM.

Settings → Customer texting sends automatic texts around scheduled jobs. Turn on Booking confirmations, Appointment reminders, and On-My-Way texts independently. Reminders use lead times you add yourself, entered in whole minutes. Under Message templates, edit the Confirmation, Reminder, and On-My-Way text; the merge-field legend lists what you can insert, including {customer_name}, {company_name}, {time}, {tech_name}, and {service_address}. Leave Sending number blank to use the platform's shared number. Select Save settings when you are done. Replies and STOP opt-outs are captured on the contact record.