Connect the tools your firm already runs on.
Payments, accounting, calendars, team alerts, and automation — configured once in Settings, not rebuilt in every workflow.
Clients pay invoices without another email thread.
Clients pay online from the portal
Connect your firm's Stripe account so clients pay service fees and installments directly from the client portal — full balance or next scheduled payment.
- Portal checkout for invoices and payment plans
- Government fees shown separately from service fees
- Stripe dashboard link from Settings
Keep your books in sync without double entry.
No double entry for sent invoices
OAuth connect once. Sent invoices and client records sync to your firm's QuickBooks books automatically.
- Invoice sync when you send to a client
- Client record mapping
- Payment sync from portal or manual entry
Same workflow for Xero-first firms
Connect your Xero organisation once. Sent invoices, contacts, and payments sync automatically — ideal for AU, NZ, UK, and global consultancies on Xero.
- Invoice sync when you send to a client
- Contact mapping on first sync
- Payment sync from portal or manual entry
Your team hears about it in Slack — not in a buried inbox.
Team alerts in the channels you already use
Post firm events to the channels your team already monitors. Add multiple webhooks, test them, and remove them without touching code.
- New lead created
- Invoice paid
- Case stage changed
Two-way calendar sync — Google, Outlook, or Apple.
Appointments sync both ways. Pick a primary calendar when multiple are connected.
Appointments on your Google Calendar
OAuth connect. Consultation appointments appear on your Google Calendar and changes sync back to ImmigrateOS.
Sync with your Microsoft stack
Two-way sync with Outlook and Microsoft 365 calendars — ideal for firms on the Microsoft stack.
Dedicated iCloud calendar for your firm
Connect via iCloud credentials. Syncs to a dedicated calendar named after your firm — built for Mac-first consultancies.
Webhooks and a REST API for your stack.
Trigger your stack when things move
Connect Zapier, Make, or your own CRM when something happens in ImmigrateOS. REST endpoints let you create leads, clients, and tasks programmatically.
lead.createdclient.createdcase.created·case.stage_changedappointment.scheduled·appointment.cancelledinvoice.paid
Some things don't need an integration.
E-signature
Send retainer agreements and forms for signature inside ImmigrateOS — no DocuSign subscription required.
Client portal
Separate authenticated surface for document upload, messaging, payments, and signatures — included with Professional.
Branded booking pages
Public /book/your-firm pages for consultation scheduling — embed on your website or share directly.
Connect your stack in under ten minutes.
Start a trial, open Settings → Integrations, and connect what you need.