Connected Apps
Connected Apps is where you manage all integrations between ScopeStack and your third-party tools. You can connect CRM systems, PSA tools, e-signature providers, and cloud file storage from a single page.
Accessing Connected Apps
Navigate to Settings > Account > Connected Apps. The page has two sections:
- Connected Apps (top): A table listing your active integrations with columns for Service, Name, Status, and Last Sync.
- Available Apps (bottom): Tiles showing integrations you can add. Use the category filter chips or search bar to find a specific integration.
Supported Integrations
| Integration | Categories |
|---|---|
| ConnectWise Manage | CRM, PSA, Products |
| Autotask | CRM, PSA |
| HaloPSA | CRM, PSA |
| Salesforce | CRM |
| HubSpot | CRM |
| Microsoft Dynamics 365 | CRM |
| DocuSign | E-Signature |
| Cloud File Storage | File Storage (Dropbox, OneDrive, and other providers via Merge.dev) |
Each category may require a specific account entitlement. Contact ScopeStack support if an integration type is not available on your account.
Adding an Integration
- Click a tile in the Available Apps section to view the integration’s description and supported features.
- Click Add Integration to begin setup.
- Enter your authentication credentials (API keys, host URL, or other required fields depending on the integration).
- Select which feature categories to enable (CRM, PSA, Products, E-Signature).
- Click Submit. For OAuth-based integrations (HubSpot, Salesforce, Microsoft Dynamics 365), a popup window opens for you to authorize the connection with the provider.
Once connected, the integration appears in your Connected Apps table. For detailed setup instructions for each integration, see the individual configuration guides in this section.
Managing a Connection
Click an integration in the Connected Apps table to open its management page. Three tabs are available:
Connection tab: Shows the current credential fields and connection status. When the connection is active, fields are read-only. The connection status table shows the current state, last sync time, and any additional information about errors.
Additional Features tab: Toggle individual feature categories on or off. Some integrations offer sub-options within a category, such as field mappings, revenue sync settings, or opportunity stage filters. For file storage connections, this tab includes a directory picker where you choose which folder to sync.
Integration Activity tab: A log of all sync activity for this connection, showing timestamps and activity descriptions. This tab is available to site administrators.
Connection Status
| Status | Meaning |
|---|---|
| Connected | The integration is active and syncing normally. |
| Connection Error | Authentication or sync has failed. Check the Integration Activity tab for details. ScopeStack sends an email notification when a connection enters this state. |
| Disabled | The integration has been manually paused. No syncing occurs. |
From the connection management page, you can:
- Disable an active connection to pause syncing without removing it.
- Enable a disabled connection to resume syncing.
- Reconnect a connection in error state by updating credentials and re-authenticating.
- Delete a connection to remove it entirely.
Permissions
The Connected Apps permission under the Account settings group controls access:
- View: Can see the Connected Apps page and existing connections.
- Manage: Can add, edit, disable, enable, and delete connections.
Individual integration categories (CRM, PSA, Products, E-Signature) may require additional account entitlements to be available.