Integrations

ConnectHub

ConnectHub is GoRefer's integration management center. From here, you can connect external services, configure data mappings, and monitor sync activity — all without writing a single line of code.

Available Integrations

GoRefer supports connections to a growing list of popular tools in tax and business management:

Connecting an Integration

1. 1

   Find the Integration

   Go to Integrations in the sidebar and browse or search for the service you want to connect.

2. 2

   Authorize the Connection

   Click Connect and follow the authorization flow. GoRefer requests only the minimum permissions needed.

3. 3

   Map Your Fields

   Use the Field Mapper to specify how GoRefer fields map to the connected service's fields. Mapping templates save you time for future connections.

4. 4

   Configure Sync Rules

   Decide what triggers a sync: new referral, status change, intake completion, etc.

Field Mapper

The Field Mapper lets you control exactly which GoRefer data fields map to which fields in the connected service. Save mapping templates to reuse across multiple integrations.

• Drag-and-drop field mapping interface
• Support for data transformations (e.g., format dates, combine fields)
• Test mappings before going live
• Save and reuse mapping templates

Sync Logs

Every sync operation is logged. If something fails, the Sync Logs show you exactly what happened and provide options to retry or skip failed records.

• Real-time sync status for each integration
• Detailed per-record sync logs
• Error details with suggested fixes
• One-click retry for failed syncs
• Export logs for troubleshooting

Webhooks

For custom integrations, GoRefer supports outbound webhooks. Configure a URL and GoRefer will POST a payload to it whenever a specified event occurs.

• Create webhooks for any platform event
• Configurable payloads — choose which fields to include
• Webhook delivery logs with retry on failure
• Signature verification for security
• Test webhooks from the dashboard