Integrations: the document layer under your stack

PaperlessZen™ is not here to replace your CRM, your drives, or your signing tool. It sits underneath them as the document layer, keeping the documents of record and linking them to the people, records, and moments those systems already own. A signed agreement shows up on the constituent in your CRM. A scan lands from your drive. A notice posts to the channel your team watches.

This is the honest breadth of what PaperlessZen does. Not “we do everything,” but “we are the document layer under everything you already do.” Read the ecosystem thesis, or explore the specific integrations below.

Constituent and donor systems

• Microsoft Dynamics 365
• Salesforce
• Blackbaud Raiser’s Edge NXT
• Blackbaud

Files and storage

• SharePoint
• Google Drive
• Box
• Dropbox

Signing

• DocuSign
• Adobe Acrobat Sign

Email and messaging

• Microsoft Outlook
• Gmail and Google Workspace
• Slack
• Microsoft Teams

Finance

• QuickBooks

Events and meetings

• Eventbrite
• Zoom

Marketing

• Mailchimp

A note on availability

PaperlessZen is in early beta. The Dynamics 365 embed is our most developed integration. Others range from available to early customers on request to on the near-term roadmap, and each page says where it stands. If you need a specific connection, tell us and we will be straight about timing.

Do not see your system here? The underlying approach works by identifiers rather than any one vendor’s screens, so new connections are mostly a matter of priority. Ask us.