Microsoft 365, QuickBooks and CRM integrations
Enter it once. It shows up everywhere it’s needed.
Your CRM, accounting, scheduling and Microsoft 365 or Google Workspace, talking to each other instead of through someone’s copy and paste. Integrations and workflow automation built and supported by JFI for businesses across BC.
- 01A fixed price for version one
- 02You own the code and the data
- 03Working software early, in stages
- 04Same business day reply
Somebody in your office is the integration.
A new client is typed into the CRM, then into QuickBooks, then into a folder in SharePoint, then into the job calendar. Every copy is a chance for a typo, and every week it eats hours nobody budgeted for.
Integrations take that person out of the middle. Information is entered once, in the system where it belongs, and the rest happens on its own, with a log of what moved and when.
Integrations we’re asked for most.
Most business software has a way to connect to it. Where there’s no clean connection, we find the most reliable workaround and tell you its limits up front.
- 01
CRM to accounting
A won deal in HubSpot or another CRM creates the customer and the invoice in QuickBooks Online or Xero, with the amounts and terms already filled in.
- 02
Forms to everywhere
Website, intake and Microsoft Forms submissions filed into the CRM, a SharePoint list or a spreadsheet, with the right person notified.
- 03
Microsoft 365 workflows
Approvals in Teams, files sorted into the right SharePoint folder, Outlook attachments saved and renamed automatically, all with Power Automate.
- 04
Scheduling and dispatch
Bookings from your scheduling tool on the job calendar, with reminders sent and completed jobs flowing back to invoicing.
- 05
Accounting exports
Timesheets, expenses and job costs pushed into accounting in the format your bookkeeper actually wants.
- 06
Data migrations
Moving years of records from an old system to a new one, cleaned up and checked, so the switch doesn’t start with a mess.
Off-the-shelf automation, or a custom integration.
We use whichever is simplest to run and cheapest to keep running. Often it’s a mix.
Power Automate, Zapier & Make
Quick to build and easy to change. The right choice for most everyday workflows between popular apps.
- Included with many Microsoft 365 plans (Power Automate)
- Live in days, not weeks
- Easy to adjust as the process changes
- Monthly platform fees for heavier use (Zapier, Make)
APIs, webhooks & scheduled jobs
Built when volumes are high, the logic is complex, or there’s no ready-made connector.
- Handles large volumes reliably
- Custom rules, checks and error handling
- Runs on hosting you own
- Documented and handed over with the code
Integrations fail quietly. Ours don’t.
The risk with automation is the day it stops and nobody notices for a month. Every integration we build logs what it moved, and failures send an alert rather than disappearing. You get a plain description of what connects to what, so it’s never a mystery.
Because JFI can also look after your Microsoft 365 and the rest of your IT, the accounts, permissions and licences the integration depends on are managed in the same place.
Microsoft 365 & cloudSmall, fixed-price and quick to go live.
A single automation or integration is often live in one to three weeks. It starts with discovery: we map how the information moves today, who touches it and where it goes wrong. Sometimes the fix is a setting in software you already pay for, and we’ll say so.
Then you get a fixed price for the first version, agreed in writing, which doesn’t move unless the scope does. We build and test it on real records before switching it on, and hand over the documentation at launch. You own the code and the accounts it runs on. See how pricing works.
After launch, JFI can watch it, update it when one of the connected products changes, and add the next workflow. That’s optional. An integration pairs naturally with a dashboard once the data is finally in one place.
You deal with JFI directly, before and after launch.
The company that scopes and builds your software is the one you call when it needs a change or something stops working. No sales handoff, no account manager in the middle, no support desk that has never seen the code.
- 01
One point of contact, start to finish
The conversation that starts in discovery carries on through the build and after launch. You don’t re-explain your business to a project manager, then a developer, then a support desk.
- 02
Support from the company that wrote the code
When something needs fixing or changing, it comes back to JFI, which built it and wrote the documentation, not to a third party learning your system on your time.
- 03
Changes as the business changes
New fields, a new report, another integration. Small changes and bigger next stages are scoped and agreed with you before work starts.
- 04
Next to the rest of your IT
If JFI also looks after your IT, your software sits inside the same support: the same number to call and a first response the same business day.
Not locked in, either: you own the code, the data and the documentation. How JFI builds and supports custom software.
Related work JFI builds.
Most projects combine more than one of these. All of them are built on a fixed scope for the first version, and you own what we build. See all custom solutions.
AI assistants & automation
Assistants that answer from your own documents, email triage, first drafts and data pulled out of PDFs.
AI assistantsReplace spreadsheets with an app
The shared spreadsheet everyone is afraid to touch, rebuilt as a proper tool with logins, history and forms.
Replace spreadsheetsCustom business dashboards
The numbers you check every week, pulled from the systems they live in and put on one screen.
DashboardsOur work
What we’ve built and run, including ReplyChamp, the AI review-reply product JFI built and operates.
See our workIntegrations, the short answers.
01Can you connect QuickBooks Online to our CRM?
02What if our software has no integration?
03Do we need Power Automate, Zapier or something custom?
04What happens when an integration breaks?
05How long does an integration take?
06Who owns it?
Tell us which systems don’t talk.
Which tools you use, and what gets typed in twice, is enough to start. We’ll come back the same business day with a time to talk, or book a free scoping call directly.
- Hours
- 8am–5pm, 7 days a week
- Where we work
- Vancouver, Burnaby, Richmond, Surrey, New Westminster, Coquitlam, Port Coquitlam, Port Moody, Delta, North Vancouver, Maple Ridge, Pitt Meadows, Langley and Abbotsford. Remote support anywhere in BC.
- What clients say
- Read our reviews on Google ↗