Integrations
Setting Up Integrations
Summary: Connect growlio with your favorite tools to streamline workflows and sync data across platforms.
Overview
Integrations extend growlio's capabilities by connecting it with tools you already use. By setting up integrations, you can sync calendar events, automate email communications, process payments, and eliminate manual data entry. This guide walks you through available integrations and how to configure them for maximum productivity.
Prerequisites
- Administrator or Owner role in your organization
- Active accounts with services you want to integrate
- API keys or credentials for third-party services (if required)
How to Set Up Integrations
Step 1: Access Integration Settings
Navigate to your organization settings by clicking on your organization name, then selecting "Settings". Click on the "Integrations" tab in the left sidebar to view available connections.
Step 2: Review Available Integrations
Browse the list of available integrations. growlio supports connections to calendar services, email platforms, payment processors, and business tools. Each integration card shows its status and benefits.
Tip: Start with calendar and email integrations as these provide the most immediate value for daily operations.
Step 3: Select an Integration to Configure
Click on an integration card or "Connect" button to start the setup process. This opens the configuration modal with specific instructions for that service.
Step 4: Authorize Access
For OAuth-based integrations, click "Authorize" to open the service's login page. Sign in to your account and grant growlio the requested permissions. You'll be redirected back to growlio after authorization.
Tip: Review the permissions carefully. growlio only requests access necessary for integration functionality.
Step 5: Configure Integration Settings
After authorization, customize how the integration works. Set sync preferences, choose which data to share, and configure automation rules based on your workflow needs.
Step 6: Test the Integration
Use the "Test Connection" button to verify the integration is working correctly. growlio will attempt to communicate with the connected service and report any issues.
Step 7: Enable Calendar Sync
For calendar integrations (Google Calendar, Outlook), configure two-way sync to automatically update events in both systems. Choose which calendars to sync and set conflict resolution preferences.
Tip: Create a dedicated "growlio" calendar in your service to keep business appointments organized.
Step 8: Set Up Email Integration
Connect your email account to send proposals, contracts, and invoices directly from growlio. Configure sender name, reply-to address, and email signature preferences.
Step 9: Configure Payment Processing
If using payment integrations (Stripe, PayPal, etc.), enter your account credentials and configure payment settings. Set default currency, payment methods, and webhook URLs.
Step 10: Review and Save
Check all integration settings, ensure everything is configured correctly, and click "Save" to activate the integration. Active integrations show a green "Connected" status.
Tips & Best Practices
- Set up calendar sync first to avoid double-booking and schedule conflicts
- Test each integration thoroughly before relying on it for client work
- Configure email integration to maintain consistent branding
- Enable payment processing early if you send invoices through growlio
- Review integration permissions periodically for security
- Document which team members use each integration
- Create backup plans if an integration temporarily fails
- Monitor integration usage through the dashboard
- Disable integrations you're not actively using
- Update integration credentials when you change passwords on connected services
Troubleshooting
Issue: Authorization fails when connecting service
Solution: Ensure you're using the correct account credentials. Verify pop-ups aren't blocked in your browser. Clear browser cache and try again. Check if the service is experiencing downtime.
Issue: Calendar events not syncing
Solution: Verify calendar sync is enabled in both growlio and your calendar service. Check that you selected the correct calendars to sync. Allow up to 15 minutes for initial sync to complete.
Issue: Can't see integration settings
Solution: Only Administrators and Owners can access integration settings. Contact your organization owner to request the appropriate role or to configure integrations on your behalf.
Issue: Payment integration not working
Solution: Confirm API keys are entered correctly (including secret keys). Verify your payment processor account is fully activated and not in test mode. Check webhook URLs are configured properly.
Issue: Integration disconnects randomly
Solution: Reauthorize the integration in settings. Some services require periodic reauthorization for security. Check if you changed passwords on the connected service, which may break the connection.