Integrations: QuickBooks Online, Xero, NetSuite, Gmail, Outlook & calendars | Herarx
Integrations

Your cases, connected to the books, the inbox and the calendar you already use.

Every integration is built and supported by Herarx. There’s nothing extra to install and no third-party connector to pay for. Connect once in Settings, and your templates take it from there.

Built by Herarx 14 integrations, 4 built-in tools 7 days of Max on every new account
New · Accounting

Stop retyping case numbers into your accounting software.

Rent rows, fees and expenses post as invoices, bills and payments to QuickBooks Online, Xero or NetSuite. When an invoice is paid in the books, the case shows it.

See how accounting works

Accounting

Post case money to your books, and see on the case what’s been paid

Email

Read, send and file mail into cases from the built-in Mail client

Gmail
Email

Connect a Gmail or Google Workspace mailbox. File emails and their attachments into cases, and reply from your own address.

Max · EnterpriseEarly access
Outlook & Microsoft 365
Email

Sign in with Microsoft for Outlook, Hotmail or Office 365. File emails into cases and reply from your own address.

Max · EnterpriseEarly access
Any other mailbox
Email

Any provider over IMAP or POP3. Server settings are detected for you.

Max · Enterprise

Calendar

Case dates, deadlines and tasks where you already look

Apple Calendar
Calendar

Subscribe on iPhone, iPad or Mac, and case dates and tasks appear next to everything else.

All plans
Google Calendar
Calendar

Subscribe to your Herarx calendar so case dates and tasks show up next to your meetings.

All plans
Outlook Calendar
Calendar

Subscribe to your Herarx calendar in Outlook on the web or desktop.

All plans
Any calendar link
Calendar

Bring other calendars in: paste an ICS link and its events show on your Herarx calendar.

All plans

Sign-in

Use an account you already have

Sign in with Google
Sign-in

One tap on the web and in the phone app. No new password to remember.

All plans
Sign in with Microsoft
Sign-in

Use the Microsoft account you already have for Outlook or Office.

All plans
Sign in with Apple
Sign-in

Sign in on the web and in the iPhone app with your Apple ID.

All plans

Built into Herarx

Things other tools make you buy a separate app for

E-signaturesSend for signature. The signed PDF files itself back into the case.
Document & PDF designerInvoices, statements and letters, filled in from case fields.
Client portalShare a case with clients and ask them for the files you need.
Word to PDFUpload a Word file and send it for signature. It’s turned into a PDF for you.
Don’t see the tool you use? Tell us what it is. What customers ask for decides what we build next.
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