Integrations Map
This document summarizes all automations, API links, and system-to-system workflows.
🔄 Core Automations
| Source | Destination | Direction | Description |
|---|---|---|---|
| Zoho CRM | QuickBooks Online | 2-way | Sync clients and invoices |
| Zoho Flow | Drive (QiVault) | 1-way | Upload reports and key docs nightly |
| QuickBooks | Drive | 1-way | Monthly backup of ledgers and P&L |
| Drive (QiVault) | Supabase | 1-way | Document ingestion for RAG |
| Cursor / GitHub | Cloudflare Pages | 1-way | CI/CD for portal builds |
🧠 Notes
*Integrations built using Zoho Flow (no external middleware).
*All automations logged via QiSync.py script.
*New integrations must be approved and documented here before activation.
Last updated: 2025-11-12