Integrations

Payment Providers

Configured in Finance Settings:

• Stripe - Credit card and SEPA payments via Stripe Checkout
• PayPal - Accept PayPal payments via PayPal Checkout
• Bank Transfer - Manual bank transfers with IBAN and SEPA details on invoices

Tracking & Analytics

Configured in Integration Settings:

• Google Analytics - Track visitor behavior on your public pages
• Google Tag Manager - Manage tracking tags without code changes
• Facebook Pixel - Track conversions for Facebook advertising
• Matomo - Privacy-friendly, self-hosted analytics alternative

Accounting Integrations

Configured in Accounting Settings:

• DATEV - Export invoices and payments in DATEV format for German tax advisors
• Lexoffice - Automatic synchronization with Lexware lexoffice accounting software
• SevDesk - Synchronize invoices and contacts with SevDesk accounting
• QuickBooks - Integration with QuickBooks Online accounting via OAuth
• Xero - Synchronize invoices and contacts with Xero accounting software

Single Sign-On (SSO)

Requires SSO feature flag:

• SAML 2.0 - Enterprise SSO with any SAML 2.0 compatible identity provider
• SP Metadata - Auto-generated Service Provider metadata for easy IdP configuration
• SSO Login - Administrators can log in via SSO from the login page
• Auto-Provisioning - New admin accounts can be created automatically on first SSO login

SCIM User Provisioning

Automatic user management via SCIM 2.0 (requires SSO feature flag):

• SCIM Endpoint - Auto-generated SCIM API URL and bearer token for your identity provider
• User Provisioning - Admin accounts are automatically created when users are assigned in the IdP
• User Deprovisioning - Admin accounts are deactivated when users are removed in the IdP
• Group Mapping - Map IdP groups to PlanDocket roles for automatic role assignment

Newsletter Integrations

Synchronize newsletter subscribers with external services (requires Newsletter feature flag):

• Mailchimp - Synchronize subscribers with Mailchimp lists. Configure API key and list ID in newsletter settings
• Brevo (Sendinblue) - Synchronize contacts and subscribers with Brevo. Configure API key and list ID

SMS Integration

Requires SMS feature flag:

• Twilio - Send SMS notifications via Twilio. Configure Account SID, Auth Token, and sender number
• SMS Templates - Predefined SMS texts with placeholders for automated sending
• SMS Log - View sent SMS messages with status and delivery information

E-Signature Providers

Requires E-Sign feature flag:

• Dropbox Sign (HelloSign) - Electronic signatures via Dropbox Sign API
• DocuSign - Electronic signatures via DocuSign with OAuth integration

Communication

• SMTP - Email sending via your own SMTP server
• SMS - Send SMS notifications (requires SMS feature flag)