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Corei
Integrations

The tools your MSP already runs — finally working together.

Corei connects to your PSA, CRM, collaboration, security, and backup stack out of the box. Each connector uses only the access it needs and makes its data available to the parts of Corei you approve.

Direction matched to the job
Scoped OAuth · least privilege
Field-level mapping
Real-time propagation
All integrations

Connect once. Sync everywhere.

PSA

ConnectWise Manage

System of record, supercharged

Two-way sync with tickets, agreements, configurations, time entries, and custom fields. Layer AI triage and modern UX without leaving your PSA.

  • Real-time bi-directional sync
  • Field-level mapping
  • Pods + agreements aware
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Productivity

Outlook & Microsoft 365

Calendars, meetings, users and licensing

Availability, Teams meetings, mailbox context and Microsoft 365 operations.

  • Permission-scoped access
  • Recorded sync and action history
  • Available to Corei and workflows
Microsoft 365

CIPP

Multi-tenant Microsoft 365 operations

Tenant, license and MFA data with reviewed contact matching and vendor auditing.

  • Permission-scoped access
  • Recorded sync and action history
  • Available to Corei and workflows
Endpoint management

Intune

Devices and compliance in context

Match users to devices and bring endpoint posture into support, QBRs and Corei.

  • Permission-scoped access
  • Recorded sync and action history
  • Available to Corei and workflows
Scheduling

TimeZest

Scheduling inside workflows

Create appointment requests, watch booking status and update the ticket automatically.

  • Permission-scoped access
  • Recorded sync and action history
  • Available to Corei and workflows
Scheduling

Microsoft Bookings

Client scheduling without re-keying

Create booking links and use scheduled or stale requests as workflow triggers.

  • Permission-scoped access
  • Recorded sync and action history
  • Available to Corei and workflows
Remote support

ScreenConnect

Launch the right remote session

Open a session from client support chat after the contact and device are matched.

  • Permission-scoped access
  • Recorded sync and action history
  • Available to Corei and workflows
Email security

Check Point

Investigate and act with an audit trail

Review threats, release or quarantine, and manage allow or block lists under permissions.

  • Permission-scoped access
  • Recorded sync and action history
  • Available to Corei and workflows
Network monitoring

Domotz

Network health beside the client

Bring collector status and network context into the client command center and Corei.

  • Permission-scoped access
  • Recorded sync and action history
  • Available to Corei and workflows
Identity verification

Traceless

Verified security workflows

Send MFA verification from workflows before sensitive service actions continue.

  • Permission-scoped access
  • Recorded sync and action history
  • Available to Corei and workflows
Payments

Stripe

Collect into your own account

Clients pay invoices by card or bank account while fees, refunds and payouts reconcile.

  • Permission-scoped access
  • Recorded sync and action history
  • Available to Corei and workflows
CRM

HubSpot

Pipeline ↔ Delivery

Deal stages, contacts, and engagement signals flow both ways. Approved quotes push back as line items; portal activity posts to the deal timeline.

  • Deals · contacts · companies
  • Engagement → timeline events
  • Closed-won → customer portal
Learn more
Collaboration

Microsoft Teams

Corei in the channel

Trigger triage, surface project risk, and act on Corei data without leaving Teams. Bot, channels, and adaptive cards included.

  • Bot + channel app
  • Adaptive cards for approvals
  • Scoped Graph permissions
Learn more
Backup & DR

Axcient BDR

Backup health → tickets that matter

Pull device health, backup status, and chain integrity into Corei. Auto-create tickets for failures, auto-close noise.

  • Device + appliance health
  • Failure → triaged ticket
  • QBR-ready DR reporting
Learn more
Security awareness

Hook Security

Phishing risk in the same view

Sync training completion, phishing test results, and per-user risk scores. Surface at-risk users to dispatch, QBRs, and exec dashboards.

  • Training + phishing sync
  • Per-user risk score
  • vCISO-ready exports
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Asset management

Built-in Inventory

Pre-propose what needs upgrading

Native inventory & asset tracking — no third-party tool required. Corei proposes upgrades before they become tickets.

  • Warranty + lifecycle tracking
  • Auto pre-proposals
  • Feeds the Digital Sales Room
Learn more
Integration principles

How we connect — and why it stays connected.

The right direction

Operational integrations can read and write; audit connections remain read-only where that is safer.

Scoped OAuth

Least-privilege tokens, rotated and revocable per integration. No long-lived API keys floating in a vault.

Field-level mapping

Sensible defaults out of the box, full override per object and per pipeline when you need it.

Grounds Corei

Every integration becomes context for Corei. Ask questions across systems and get cited, explainable answers.

Don't see your stack?

We add integrations based on what our customers actually run. Tell us what you need — most show up within a quarter.