Integrations
Connecting Stripe, Twilio, Gmail and QuickBooks Online
Each integration has a different system of record and permission model. Connect with an approved business account, grant only required access and validate one controlled transaction before broad use.
01
Assign an integration owner
Choose a person who controls the external account and understands the business workflow. Record which VMOTEK company and locations the connection should serve.
02
Confirm account and permission readiness
Verify production versus test mode, administrator access, sender identity, accounting company and any external approval requirements before beginning authorization.
03
Connect one service at a time
Complete the provider authorization from VMOTEK and avoid sharing passwords. For Gmail and QuickBooks Online, confirm the selected account or company before accepting access.
04
Run a controlled validation
Test a low-risk payment, message, email or accounting handoff and confirm the result in both systems. Review failure handling and reconciliation before enabling the workflow for all users.
- Stripe: confirm payment status, fees and refund responsibility.
- Twilio and Gmail: confirm sender identity, consent and reply routing.
- QuickBooks Online: confirm customer, tax, item and payment mapping.
Ready to move forward?
Need help with your configuration?
Existing customers should use in-product support for account-aware assistance. Evaluation teams can contact us to discuss requirements.