Integrating with the Global Ecosystem

OraServ does not believe in siloing your data into a walled garden. You own your data. To prove it, we provide industry-standard OAuth hooks specifically designed to sync your business outwards into the thousands of other platforms you might already use.

QuickBooks Online (QBO) Sync

If your CPA forces you to do double-data-entry (typing invoices once into OraServ, and then typing them all again manually into QuickBooks at the end of the month), you will destroy your ability to scale smoothly. The OraServ-QBO connector establishes a robust, one-way structural bridge:

1. Connect: Navigate to Platform Settings -> Integrations -> QuickBooks and click the green "Authorize" button. You will log into Intuit to securely grant access.
2. Continuous Customer Syncing: Any time a brand new Customer is generated inside OraServ, it automatically pushes and creates a duplicate ledger entry into your QBO Customer Ledger.
3. General Ledger Syncing: When a multi-thousand dollar Invoice successfully transitions to "PAID" inside OraServ via cash or Stripe, we step in. OraServ constructs an identical, mathematically perfect Invoice record inside QBO, maps the varied line items to your standard Chart of Accounts, and marks the QBO invoice as Paid directly via the Stripe clearing account!

[!CAUTION] The sync runs purely sequentially. If you heavily edit an Invoice (e.g., change the line item pricing) after it has already fully synced successfully to QBO, you will need to update it manually inside QBO depending on Intuit's sync lockout threshold for closed invoices.

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Building Native Webhooks with Zapier

Need to push an automated welcome email into Mailchimp when a new lead submits a web form? Need to trigger an aggressive Slack notification to your sales team when a $50,000 commercial job is finally dispatched?

Zapier functionally connects OraServ events (like Job Creation or Invoice Payment) to over 5,000+ other external web applications.

1. Create a brand new "Zap" inside the Zapier visual builder. Select the trigger as Webhooks by Zapier (Catch Hook).
2. Zapier will generate you a massive, unique, secure URL endpoint.
3. Copy and paste that explicit URL into OraServ's Settings -> Integrations -> Zapier pane.
4. Select exactly which backend events you want OraServ to broadcast (Examples: JOB_CREATED, INVOICE_PAID, QUOTE_REJECTED).
5. Every time the event occurs, OraServ blasts a massive JSON payload detailing the entire event out to Zapier, allowing you to route it into Hubspot, Google Sheets, or Slack simultaneously. Your entire ecosystem is now unified.