Integrations and Connectors
The PSIsafe document management solutions don’t exist in a vacuum. That’s why we’ve taken strides to provide tight integrations with other parts of businesses’ IT ecosystems.
Integration between PSIsafe and third-party systems is accomplished through a variety of methods. These include a number of configurable integration tools, purpose-built connectors and custom development tools.
Configurable Integration Tools
Integrate Data from Outside Software
Synchronizer automatically syncs PSIsafe repositories with outside systems of record. Changes made in third-party applications and databases – a new account in a CRM or a change of address – are automatically made in PSIsafe.
Access PSIsafe Documents from Other Applications
Retriever opens your PSIsafe document repository to third-party Windows applications. With Retriever, you can access and use your documents from your ERP, CRM or other mission-critical system – while maintaining PSIsafe’s famous audit trail, version control and security functionality.
PSIsafe’s highly-extensible framework is designed to ease document-intensive processes- even within powerful CRMs such as SalesForce and Redtail.
Salesforce CRM Integration for SalesForce
Access PSIsafe Documents Within the World’s No. 1 CRM
The Salesforce app creates a real-time sync between PSIsafe document repositories and Salesforce Account and Contact records. Links to documents appear in configurable custom objects within the CRM, where they can be checked out or checked in. Full security rules, role-based permissions and audit trails remain in force.
Redtail CRM Connector for PSIsafe
Access PSIsafe Documents Within the Redtail CRM
Working smarter is at the heart of Redtail. With PSIGEN’s PSIsafe Cloud connector, you can extend beyond simple file storage and attain document management that will supercharge your workflow capabilities and ensure complete collaboration with associates and customers alike.
Don’t just file documents electronically, empower them. Robust workflows, scheduling, sharing capabilities and more allow you to access critical information anytime, anywhere.
EASY TO LEARN
An easy-to-use interface and a super short learning curve are ideal for busy teams who need both performance and convenience.
Granular role-based security ensures smart and safe collaboration, all hosted in a US-based, fully-redundant environment backed up in real-time.
With no IT systems for you to manage and a cash flow friendly subscription model, you can focus on your clients’ financial needs without worrying about your own.
Did we mention you also have access to real team members? That’s right, you can call and email technical support, all at no additional charge.
The PSIsafe CLOUD connector integrates seamlessly with the Redtail ecosystem, working perfectly with both the current-generation PSIsafe product as well as legacy Cabinet SAFE (now part of the PSIGEN family).
PSIGEN is proud to partner with Redtail Technology in providing cost-effective, secure solutions to expand your document storage and workflow options.
With a short learning curve, technical support backed by real people, and a trusted approach to business—you just get to work. Now isn’t that smarter?
Ask for a Demo of our Redtail Integration today.
PSIsafe API: Totally Open Integration Capabilities
PSIsafe’s Open API gives developers full access to integrate any third-party system or application with PSIsafe. Built on the .NET platform, PSIsafe API offers program methods, classes, aids and sample code to streamline development and speed ROI.
The following is a partial list of applications that integrate with PSIsafe. Integration capabilities vary depending on the tool or methodology used, security requirements and myriad other factors. Contact us or your PSIGEN Authorized Dealer to discuss your specific document management integration needs.