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Integrations and accounting workflows

Connect the tools your construction business runs on.

Carry CRM outcomes into advertising, link purchase orders to material workflows, connect notarization, and keep payments visible beside the job. Nucleus brings these workflows into the same operating record as sales, design, permitting, and construction.

Connected workflows

Your services, connected to the work.

Connect marketing outcomes, inventory, notarization, and payments to the same customer and job records. Company settings control the applicable provider connections.

  • Microsoft

    Calendar, Teams, and sign-in

    Connect configured Microsoft calendars, Teams meetings and notifications, and Microsoft sign-in to company workflows.

    • Microsoft calendar and Teams meetings
    • Teams notifications and company sign-in

  • Google

    Calendar, Meet, and sign-in

    Use configured Google Calendar and Google Meet connections for scheduling, with Google sign-in available when enabled for the workspace.

    • Google Calendar and Meet scheduling
    • Configured Google sign-in

  • Sortly

    Inventory and purchasing

    Connect material and purchasing workflows to job purchase orders, with inventory context available to the team.

    • Job-linked purchase orders
    • Material and inventory coordination

  • Google Ads

    CRM conversion uploads

    Map CRM dispositions to conversion actions and upload eligible lead, appointment, and sale events with conversion values.

    • Disposition-to-event mapping
    • Upload history and campaign reporting

  • Meta

    Conversions API

    Send mapped CRM outcomes to the configured Meta dataset, using available customer and click identifiers for matching.

    • Dataset-specific conversion events
    • Test events and delivery diagnostics

  • Reddit Ads

    Conversions and audiences

    Connect CRM disposition events to Reddit conversions and support closed-won customer audience workflows.

    • CRM conversion event mapping
    • Customer audience synchronization

  • Proof Notarization

    Notarization and NOC

    Connect Proof Notarization to configured Notice of Commencement workflows, with document status and completion in the job record.

    • Company-controlled notarization connection
    • NOC document and signing milestones

  • Stax

    Payments and collections

    Keep payment requests, transaction activity, invoice balances, and collections connected to the applicable job.

    • Job-linked invoices and payment activity
    • Payment and balance reconciliation

  • QuickBooks

    Invoice status tracking

    Track QuickBooks invoice status alongside job collections so operations and accounting can coordinate their next steps.

    • QuickBooks invoice-status fields
    • Accounting handoff and collections visibility

Choose the connections your company needs.

Provider credentials, account access, event mapping, and company settings determine which connections are active. QuickBooks coverage here is invoice-status tracking for accounting coordination. Your team can discuss its accounting requirements and the applicable provider setup with Nucleus.

Discuss your workflow