DocFilaWhat DocFila connects to
One storage connector works today, four are built but not switched on, two accounting apps get a CSV export, and the rest do not exist. This page says which is which, and where each one lives in the app — there is no single Integrations screen.
Works today
Google Drive
Back documents up from Settings › Cloud Sync, and bring Drive files into a team workspace from its Connectors tab. DocFila asks only for Google's drive.file permission, so it sees files it created and files you pick — not the rest of your Drive.
Outbound webhooks
In Tools › Workflows, a workflow can send a short JSON notice — the workflow, the document's ID, title and type, and the time — to any HTTPS address you give it. It does not send the document itself.
Built, not switched on yet
Dropbox
The code is in the app, but current releases do not include the Dropbox app key it needs, so it cannot connect. When it is switched on it will sit beside Google Drive in Settings › Cloud Sync and a workspace's Connectors tab.
Slack
The code is in place for a one-way notice in a channel when a document is signed, and for /docfila commands that reply with links. None of it runs until DocFila has an approved Slack app, which it does not have yet.
Gmail and 🎯 Salesforce
An organization's Settings has Connect buttons for both, and the code to send through Gmail or update Salesforce records is in place, but DocFila has no approved app with either provider, so neither can connect or run.
OneDrive and iCloud
The app shows these as unavailable. There is no working connection to either yet.
Accounting export
QuickBooks
No live connection. In the app, FinFlow › Reports exports a CSV file laid out for QuickBooks Online's import, which you then import yourself.
Xero
No live connection. In the app, FinFlow › Reports exports a CSV file laid out for Xero's bill import, which you then import yourself.
Not available
DocFila has no connector for Outlook, Microsoft Teams, Notion, HubSpot, Airtable, Google Sheets, Stripe, Zapier, Make, Box, SharePoint, Trello, Asana, monday.com, Zendesk, Intercom or DocuSign. Until there is one: export the file or the data from DocFila and add it yourself, or use a workflow's webhook.
All DocFila integrations
Browse every related DocFila page in this section.
Related DocFila tools
Keep going with the document workflow that matches this page. Open the tool you need, then finish the file in DocFila.