Integrations
Connecting tools without a pile of brittle automations.
Connecting two tools is quick. Keeping the connection working for three years, through plan changes and staff turnover, is the part that gets skipped.
This topic looks at native integrations against third-party connectors, who should own each connection, and what to check about limits and fees before a workflow depends on it.
Reference pages for this topic
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01 Run sheet
SaaS contract checklist for buyers
Twenty-odd points to check on a software order form before you sign, grouped by where the trouble usually starts.
Filed
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02 Walkthrough
Negotiating a software renewal, step by step
A timeline for renewing business software with room to bargain, from the first calendar entry to the signed order form.
Filed
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03 Data sheet
Auditing seat usage: a reference method
Where to find usage data, how to sort accounts into groups, and what each group means for the next renewal.
Filed
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04 Desk calculator
Seat cost calculator
Enter seats, price and unused seats to see the annual bill and the share spent on idle licenses.
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