Connect Kompass to your other apps with Zapier

What happens when you win a project? Someone updates the CRM. Someone tells the team. Someone sets up the folders.

You can build those steps into a Zap.

Zapier

Choose a trigger, such as a new project or an updated invoice. Kompass sends that event to your Zap. Your Zap then carries out the steps you've set up. The Kompass Zapier app is private for now, so ask us for an invite link.

SugarCRM

Kompass now connects to SugarCRM, keeping your sales records in step with your projects. SugarCRM events are available in Zapier too.

More ways for clients to pay

Card and ACH (US bank transfer) payments are now switched on by default for QuickBooks Online invoices. Eligible QuickBooks Online accounts can offer them to clients.

Also new

• Give each client a primary contact and a separate billing contact.
• Import and export quote item costs, to set up budgets in bulk.

Learn more about Zapier, webhooks and the API and QuickBooks Online.