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

Each category may require a specific account entitlement. Contact ScopeStack support if an integration type is not available on your account.

Adding an Integration

1. Click a tile in the Available Apps section to view the integration’s description and supported features.
2. Click Add Integration to begin setup.
3. Enter your authentication credentials (API keys, host URL, or other required fields depending on the integration).
4. Select which feature categories to enable (CRM, PSA, Products, E-Signature).
5. Click Submit. Salesforce and Microsoft Dynamics 365 open a popup window for you to authorize the connection with the provider (OAuth). HubSpot instead connects with a Private App access token you enter in the form, and activates automatically once the token validates (no popup). See the individual configuration guides for the exact steps.

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

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.

A connection showing Connection Error is not retried automatically. Once a connection enters this state, ScopeStack stops attempting to sync it until you Reconnect it; it does not keep retrying in the background. Some temporary problems (for example, a brief rate limit from the connected service) clear on their own without changing the status, but a persistent authentication or connection failure sets Connection Error and stays there until you reconnect. If data from an integration has quietly stopped updating, check its status here rather than assuming a temporary issue will resolve on its own.

Disabling a connection pauses syncing but does not remove data that was already synced. Opportunities and their links to projects that synced before you disabled the connection remain in ScopeStack.

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, and enable connections.

Individual integration categories (CRM, PSA, Products, E-Signature) may require additional account entitlements to be available.