Keep the tools your team already uses
Rofinery connects to your accounts, chat, calendars, files, HR system and meeting notes, so information arrives without anyone copying it across.
One place, not the only tool
Moving your agency’s work into one place doesn’t mean giving up your accounting software, your chat or your HR system.
Each integration below does one specific job. It sends something out, or brings something in. An admin connects each one from your team’s settings, and a few also ask each person to connect their own account.
Connect what you already use
Xero
Slack
Google Calendar
Google Drive
Figma
BambooHR
Granola
Fathom
AI assistants
What each one does
Pick an integration to see exactly what it sends and brings in.
Xero
Turn project payments into draft invoices in Xero and see paid status come back. Import your Xero customers and suppliers too
Slack
Post new leads, approved proposals, task assignments and status changes to the right channel, including one per client
Google Calendar
Each person's meetings show on the team calendar and come off their available hours
Google Drive
Attach Drive files to projects and clients, with real file names and thumbnails
Figma
Figma links show a thumbnail, the file name, and whether a file's ready for development
BambooHR
Leave and balances sync from BambooHR onto the calendar, with BambooHR staying in charge
Granola
Meeting notes file themselves against the client whose people were in the meeting
Fathom
Call summaries file against the right client automatically
Email forwarding
Forward an email to save it as a note, add it to a task, or create a new one
AI assistants
Connect Claude, ChatGPT, Cursor or VS Code, limited by the permissions of the person using it
How integrations work
The same rules apply to every connection.
Admins switch them on
Integrations are connected from your team's settings, by an admin
Personal where it matters
Google Calendar, Google Drive and AI assistants are also connected by each person, for their own account
Read-only where it should be
Google Calendar and BambooHR only bring information in. Nothing is written back to them
Private stays private
Private projects are never posted to Slack, and private Granola notes are never sent
An address for everything
Every client, lead, project, task group and task has its own forwarding address, with spam checks
Leave in your calendar
Subscribe to a team-wide feed of approved leave in any calendar app
Forms on your website
Embed Rofinery lead forms on your own site, with spam protection
AI activity logged
Every action taken through a connected AI assistant is recorded in a log admins can read
Questions about integrations
Not at the moment. Meetings come onto the team calendar from Google Calendar.
No. Rofinery creates them as drafts in Xero, so you can check them before they go out. Paid status comes back automatically.
Team admins connect them in your team's settings. Google Calendar, Google Drive and AI assistants also ask each person to connect their own account.
They're kept for your team instead of being filed against a client, so nothing's lost.
Bring your tools into one place
Or read how the most-used integrations work.