Integrations at a glance
PMFriend sits beside the systems you already run. Most connections need nothing installed on your side: jobs go out by e-mail or by webhook, costs go out as a bills file or a direct sync, and your team signs in with the accounts it already has.
Where to find it: sidebar → Integrations. Every system has a tile with its logo and whether it works for your account now. Open a tile for what it does, what you need and the steps, with a button straight to the place in Settings where it is switched on.
How things connect
| Way | What it means | Examples |
|---|---|---|
| Direct sync | PMFriend writes into the other system for you. | Xero, Zoho Books, NetSuite, Sage Business Cloud, FreeAgent, FreshBooks, Wave, Clear Books, Moneybird (bills, on request); WhatsApp Business |
| By e-mail | Every new job arrives in the other system's mailbox as one e-mail with a fixed reference; that system's own rules turn it into a ticket. Not an API connection. | IBM Maximo, ServiceNow, TOPdesk, eFACiLiTY, Odoo, Zendesk, Freshdesk, Jira Service Management, HubSpot, Zoho Desk, Salesforce Service Cloud |
| Webhook | Signed JSON for every new job and status change, and one call to report progress back. | Microsoft Dynamics 365 (through Power Automate), Power Automate, Zapier, Make, n8n, your own IT |
| CSV file | A file in the other system's import format. | Xero, QuickBooks Online, Zoho Books, NetSuite, TallyPrime; PropertyMe, PropertyTree, Console Cloud; Excel / Google Sheets |
| Forwarding | Your support mailbox forwards to PMFriend; every e-mail is read and classified. | Gmail / Google Workspace, Outlook / Microsoft 365 |
| Sign-in | Your team uses its existing work account. | Google, Microsoft |
| AI connector | A read-only window onto your own portfolio statistics. | Claude, ChatGPT |
On request
Some connections are switched on per account, for safety: the e-mail bridge and webhooks (they send your jobs out of PMFriend), the direct accounting sync (it writes into your books) and WhatsApp (we route your number). Write to support@pmfriend.com; the tile shows On request until then and Ready after.
In the public demo
The public demo is shared by every visitor, so nothing is ever sent out from it: no e-mails to helpdesks, no webhooks, no bills into anyone's accounting system. Its Integrations page shows every tile as Available with that note; in your own account the same tiles are switched on for you.
The guides
- Jobs into your helpdesk or CAFM — the e-mail bridge
- Webhook and status API — for your IT team
- Connect Microsoft Dynamics 365 — two Power Automate flows
- Accounting export — bills file and direct sync
- How e-mail works — the intake address and forwarding
- WhatsApp reporting
- Ask your portfolio anything — Claude and ChatGPT
- Your data, exportable
Using a system that isn't listed? Most helpdesks, CAFMs and automation tools connect by e-mail or webhook; write to us and we will tell you which.
Logos belong to their owners and show which systems PMFriend works with; no endorsement is implied.