Skill UI

Provides comprehensive integration patterns for Finta fundraising CRM. This skill details how to connect Finta with external services via CSV processing, email APIs (Gmail/Outlook), webhooks (Zapier/Make), and payment gateways. It is essential for automating investor outreach, syncing complex deal data, and building custom fundraising dashboards throughout the investment lifecycle.

Automate critical business workflows within the Finta platform using built-in rules and Zapier integrations. This tool allows users to trigger external actions based on key events, such as investor replies, pipeline stage changes, or deal room viewing. Ideal for setting up automated follow-up reminders, syncing CRM data to Slack/Google Sheets, and ensuring seamless communication across your fundraising tech stack.

This skill provides a comprehensive solution for deploying containerized financial dashboards and reporting tools. It integrates with Fondo's API to manage tax filings, compliance status, and complex financial reporting across multiple entities. It supports production-grade deployment, including Dockerization, robust health checks, and zero-downtime rolling updates, ensuring reliable operation during critical tax periods.

This comprehensive guide details the setup process for the Fondo platform, designed for automated startup bookkeeping, tax filing, and tracking R&D tax credits. Users must connect core financial sources, including payroll providers (e.g., Gusto, QuickBooks), corporate bank accounts (via Plaid), and expense management tools (e.g., Brex, Ramp). Following these steps ensures seamless data synchronization and compliance for US-incorporated businesses.

A comprehensive checklist to guide businesses through year-end financial closing, tax preparation, and compliance filing. It verifies the synchronization of data from banking, payroll, and expense platforms, ensuring all integrations are active, records are reconciled, and regulatory requirements are met to prevent missed deadlines or audit risks.

A comprehensive advisor for Hospital IT Managers and Digital Health Leaders. This skill guides digital transformation across the entire healthcare lifecycle, focusing on achieving clinical safety, compliance (HIMSS, ONA, JCI), and maximizing operational value. It covers everything from HIS/PEP integration (MV-SOUL, Tasy) and interoperability standards (FHIR, HL7) to advanced security frameworks (NIST, ISO 27001) and legal compliance (LGPD). Ideal for planning digital roadmaps and ensuring high-availability for life-critical systems.

This reference architecture details the design of a multi-tenant integration layer for the MindTickle sales enablement platform. It strictly enforces tenant data isolation across all components (database, cache, queue) to ensure that organizational data remains separate. The system manages user synchronization (via SCIM 2.0), tracks course progress, records quiz results, and aggregates team readiness reports, making it ideal for complex SaaS enterprise deployments.

This skill provides a comprehensive guide for deploying Navan's connections to major enterprise platforms, including ERP systems (NetSuite, Xero), HRIS (Workday), and Identity Providers (Okta, Azure AD). It covers best practices for expense sync, user provisioning (SCIM), and Single Sign-On (SAML/OIDC) using APIs and admin configurations, ensuring secure and accurate data flow across disparate business systems.

This skill provides comprehensive integration with the Podium API, a robust platform for managing business messaging, customer reviews, and payment processing. It utilizes OAuth2 authentication and REST API calls to automate complex business workflows, allowing users to retrieve location data, manage customer communications, and ensure reliable transaction handling. Ideal for automating customer service and core operational tasks within a SaaS business context.

This skill provides comprehensive integration patterns for the Podium platform via its REST API. It is designed to connect various business functions, including automated messaging, customer review management, and payment processing. The guide details implementing OAuth2 authentication, robust API calling patterns, and essential error handling (e.g., rate limiting, token refresh). Use this when integrating Podium into a larger application to streamline communication workflows.

This skill provides comprehensive integration patterns for the Procore construction management platform using its robust REST API and OAuth2 authentication. It is designed for automating critical construction workflows, such as managing project data, processing Requests for Information (RFIs), handling submittals, and interacting with core project management services programmatically.

This skill provides implementation patterns for integrating with the Procore platform using its REST API. It is designed for cost tuning functionalities, which are essential for comprehensive project management, handling Requests for Information (RFIs), and managing submittals within complex construction environments. It covers OAuth2 authentication flow and provides practical API call examples.