Integrations What it connects to, and how.
Here is every service your firm can connect to Valufield, what each one does, and whether it is on at launch, needs your own account or a plan, or is still to come.
On at launch
Part of Valufield from launch day. Some need your own account with the service, and some come with a plan.
Xero
Invoices and contacts go to Xero, and payments recorded in Xero come back.
On every plan. Connect your own Xero organisation by signing in to Xero from Valufield.
Every plan · Needs your account
Stripe Connect
Your clients pay your invoices by card on a secure page, into your firm’s own Stripe account. Stripe’s card fees apply.
On every plan. Needs your own Stripe account, which you connect and verify with Stripe from Valufield.
Every plan · Needs your account
Stripe
Stripe handles card payments from your clients.
Nothing to set up for your plan: we arrange it with you.
On at launch
Webhooks
Valufield tells your own systems when something happens, such as a quote accepted or an invoice paid.
From the Practice plan up. Each delivery is signed, so your system can check it came from us.
Practice plan and up
REST API
Read your clients, quotes, invoices, bookings and more, and create and update clients, companies, deals, tasks and notes, from your own systems, with keys you create and revoke.
On the Firm and Group plans, with public documentation.
Firm and Group plans
Coming next
Each switches on once its connection is approved, and none is part of Valufield yet.
Google and Microsoft sign-in
Staff sign in with their Google or Microsoft 365 account instead of a password.
Coming next. Until then, staff sign in with a password or an emailed link, and can turn on two-step sign-in.
Coming next
Google and Microsoft calendars
Busy times in your valuers’ calendars block your booking pages, and confirmed bookings appear in their calendars.
Coming next, once the calendar connections are approved. Booking pages work without them today.
Coming next
Gmail and Outlook
A shared inbox where each client’s email sits on their record, for the whole office to see.
Coming next. Google’s review of the connection takes weeks, so it switches on after launch.
Coming next
Twilio
Australian numbers for calls and SMS, and SMS reminders before each inspection.
Coming next. Each firm’s Australian number needs a regulatory approval first.
Coming next
Zapier and n8n
Connect Valufield to your other apps without writing code.
Coming next, once both are published under our own name.
Coming next
HubSpot, Pipedrive and Salesforce
Bring contacts, companies and deals across from the CRM your firm already uses.
Coming next, once each connection is approved. Built and tested against sample data so far.
Coming next
Not available yet
Built and tested against sample data, but off at launch. Tell us if your firm needs one.
DocuSign
Send quotes for signature through your firm’s own DocuSign account.
Not available yet. Online signing is built into Valufield; the DocuSign connection is built but cannot be switched on yet.
Not available yet
MYOB and QuickBooks
Invoices, credit notes and contacts to MYOB or QuickBooks, and payments back, as with Xero.
Not available yet. Both are built and tested against sample data, but neither has been connected to a live account.
Not available yet
Need a connection that is not here?
Tell us what your firm uses. What firms ask for decides what we connect next.
Names only, no logos: a logo waits until its owner’s partner program approves us.
See it on a job like yours.
Tell us about your firm and we will show you Valufield on your kind of work, including what is released today and what is still in build. The form takes about a minute, and a person replies.
- We reply to arrange a time.
- We walk through the product on your kind of work.
- You decide, with no obligation.
Rather email? support@valufield.com.au