Administration & Technology
Integrations
Pre-built connections to other systems (HMIS, EHRs, payers, productivity tools).
Product support
Documented support
- Bonterra Apricot by Bonterra
Pro adds calendar integration; Enterprise adds API and SFTP imports.
vendor reported
- Bonterra ETO by Bonterra
System integration via open API and automated file transfers (What is ETO).
vendor reported
- Casebook by Casebook PBC
Vendor documents Zapier, webhooks, calendar/email and API integrations.
vendor reported
- Clarity Human Services by Bitfocus
Scheduled/automated integrations; Esri ArcGIS/Survey123 PIT import; DirectTrust secure messaging (integrations page).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
40+ third-party integrations including Salesforce, DocuSign, QuickBooks; HL7/FHIR and SFTP (product page).
vendor reported
- Exponent Case Management by Exponent Partners
Access to 4,000+ integrated applications via the Salesforce ecosystem (homepage).
vendor reported
- QG Case by QuesGen Systems, Inc.
API integrations and analytics exports are documented.
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Service Process Studio end-to-end automation and integrations with external systems; OmniStudio consumes external data (pricing page).
vendor reported
Partial / qualified support
- Bonterra Penelope by Bonterra
NDIS and DSS integrations referenced for Australian deployments (one-pager title); details not publicly expanded.
vendor reported
- CharityTracker by Simon Solutions
API supports building integrations; no packaged integration marketplace documented (help center).
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
MuleSoft, Slack, Tableau, and Data Cloud offered as add-ons; external partner data sharing described in marketing.
vendor reported
Commercial availability
Where plan-level research exists, availability by plan or add-on. Examples reflect only the products researched so far.
- Included Apricot Pro plan of Bonterra Apricot
- Included Apricot Enterprise plan of Bonterra Apricot
- Included Growth plan of Casebook
- Included Team plan of Casebook (500 SMS/MMS messages included; additional messages may incur a fee)
- Included QGCase Pro plan of QG Case