Integrations & Connectors

Integrations Overview — What You Can Connect

Every integration Plenix supports today and where to configure it — chat, email, accounting, payments, SMS, identity, and the developer API.

Send Notifications to Slack, Teams, Discord or Google Chat

Step-by-step: connect an incoming chat webhook so Plenix can post notifications into your team channel.

Set Up SMS Notifications with Twilio

Connect your own Twilio account so Plenix can send SMS notifications, and send a test message.

Sync Invoices with QuickBooks or Xero

Connect QuickBooks Online or Xero via secure OAuth and push your invoices across with one click.

Connect Microsoft 365

Link your Microsoft 365 tenant to Plenix for directory and calendar integration.

Set Up Email — Turn Emails into Tickets

Connect an IMAP/SMTP mailbox so inbound email becomes tickets and replies send from your own address.

Accept Online Payments (Stripe, GoCardless, PayPal, BACS)

Configure payment providers so clients can pay invoices online by card or Direct Debit.

SSO with Microsoft Entra ID (Azure AD)

Step-by-step: connect Plenix single sign-on to Microsoft Entra ID (Azure AD / Microsoft 365), using OpenID Connect (recommended) or SAML.

SSO with Google Workspace

Step-by-step: connect Plenix single sign-on to Google Workspace using a custom SAML app.

SSO with Okta

Step-by-step: connect Plenix single sign-on to Okta using OpenID Connect (recommended) or SAML.

Rolling Out SSO and Fixing Sign-In Problems

A safe rollout plan for single sign-on, what each sign-in error message means, and how to fix the common setup mistakes.

Single Sign-On (SSO): Complete Setup Guide

Let your team sign in to Plenix with Microsoft, Google, Okta or any OIDC / SAML 2.0 identity provider. Every step from start to finish, plus who can sign in, two-factor and testing.

Use the REST API, Webhooks & API Keys

Generate an API key, call the public REST API, and subscribe to webhooks for real-time events.