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Integrations

Bring your data into the app.

Give your apps and analyses the data they need. Connect available sources, use supported events to start work, and keep each connection’s access clear as you analyze and build.

Available names the connection, not every capability. Read, event, and action support are listed separately.
Connect a sourceBrowse connections

Connection catalog

What works now.

Search the current catalog. Open any connection to see the exact data, event, and action support.

25 of 25 integrations

Stripecommerce · availablePayments, billing, customers, subscriptions, products, refunds, and disputes.

Data available: Customers, Charges, Invoices, Subscriptions, Products, Refunds.

Reads
Full, incremental, and reconcile sync
Receives
Signed Stripe change events
Acts
Planned — Stripe writeback actions
Connect Stripe
Salesforcecrm · availableCRM accounts, contacts, leads, opportunities, users, and campaigns.

Data available: Accounts, Contacts, Leads, Opportunities, Users, Campaigns.

Reads
Full, incremental, and reconcile sync
Receives
Not supported
Acts
Planned — Salesforce writeback actions
Connect Salesforce
HubSpotcrm · availableContacts, companies, deals, owners, pipelines, associations, and properties.

Data available: Contacts, Companies, Deals, Owners, Pipelines, Properties.

Reads
Full and reconcile sync
Receives
HubSpot change events for supported resources
Acts
Planned — HubSpot writeback actions
Connect HubSpot
Plaidfinance · availableBank accounts, transactions, liabilities, holdings, and investment activity.

Data available: Accounts, Transactions, Liabilities, Holdings, Investments.

Reads
Read-only financial sync and reconciliation
Receives
Not supported
Acts
Not supported
Connect Plaid
Upworkacquisition · availableRead-only Talent Marketplace job discovery for ranking and human review.

Data available: Marketplace job postings.

Reads
Full, incremental, and reconcile job sync
Receives
Not supported
Acts
Not supported
Connect Upwork
Shopifycommerce · plannedCommerce, product, inventory, order, refund, customer, and fulfillment data.

Data available: Products, Variants, Inventory, Orders, Refunds, Customers.

Reads
Planned — Managed data sync
Receives
Planned — Change events
Acts
Planned — Writeback actions
Rechargecommerce · plannedSubscription commerce, recurring orders, customers, and churn signals.

Data available: Subscriptions, Charges, Customers, Products.

Reads
Planned — Managed data sync
Receives
Planned — Change events
Acts
Planned — Writeback actions
Proforma Web SDKmeasurement · availableFirst-party pageviews, sessions, safe clicks, forms, identity, groups, and custom events.

Data available: Pageviews, Sessions, Clicks, Forms, Identity, Groups, Events.

Reads
Browser event ingestion
Receives
Not supported
Acts
Not supported
Read tracking
Server-side eventsmeasurement · availableBackend events using the same identity model as browser analytics.

Data available: Events, Identity, Groups.

Reads
Server event ingestion
Receives
Not supported
Acts
Not supported
Read tracking
Google Analytics 4measurement · availableRead-only acquisition, engagement, event, page, and ecommerce reports from GA4.

Data available: Daily overview, Traffic acquisition, User acquisition, Pages and screens, Events, Ecommerce items.

Reads
Daily full and reconcile reports
Receives
Not supported
Acts
Not supported
Connect Google Analytics 4
Meta Adsacquisition · plannedCampaign, ad set, creative, spend, conversion, and attribution data.

Data available: Campaigns, Ad sets, Ads, Spend, Conversions.

Reads
Planned — Managed data sync
Receives
Not supported
Acts
Planned — Writeback actions
Klaviyolifecycle and support · plannedProfiles, segments, campaigns, flows, messages, and lifecycle events.

Data available: Profiles, Segments, Campaigns, Flows, Events.

Reads
Planned — Managed data sync
Receives
Planned — Change events
Acts
Planned — Writeback actions
Gorgiaslifecycle and support · plannedCustomer-support conversations, tags, satisfaction, and resolution signals.

Data available: Tickets, Messages, Customers, Tags.

Reads
Planned — Managed data sync
Receives
Planned — Change events
Acts
Planned — Writeback actions
Zendesklifecycle and support · plannedSupport tickets, users, organizations, satisfaction, and resolution signals.

Data available: Tickets, Users, Organizations, Satisfaction.

Reads
Planned — Managed data sync
Receives
Planned — Change events
Acts
Planned — Writeback actions
ShipBobfulfillment and returns · plannedFulfillment orders, shipments, inventory, locations, and delivery performance.

Data available: Orders, Shipments, Inventory, Warehouses.

Reads
Planned — Managed data sync
Receives
Planned — Change events
Acts
Planned — Writeback actions
Loop Returnsfulfillment and returns · plannedReturns, exchanges, reasons, refunds, and retained-revenue outcomes.

Data available: Returns, Exchanges, Reasons, Refunds.

Reads
Planned — Managed data sync
Receives
Planned — Change events
Acts
Planned — Writeback actions
BigQuerydata · availableConnect a project and dataset, browse its catalog, and build Models over approved data.

Data available: Datasets, Tables, Views.

Reads
Queryable BigQuery connection
Receives
Not supported
Acts
Not supported
Connect BigQuery
PostgreSQLdata · availableConnect read-only operational data and mirror selected tables on a schedule.

Data available: Schemas, Tables, Views.

Reads
Read-only connection and scheduled table mirroring
Receives
Not supported
Acts
Not supported
Connect PostgreSQL
CSV & Exceldata · availableUpload spreadsheets as versioned, queryable data with the original file retained.

Data available: CSV files, Excel workbooks.

Reads
Versioned file import
Receives
Not supported
Acts
Not supported
Start
Google Sheetsdata · availableSelect spreadsheets from Drive and keep them synced as read-only Sources.

Data available: Spreadsheets, Worksheets.

Reads
Read-only spreadsheet sync
Receives
Not supported
Acts
Not supported
Connect Google Sheets
QuickBooksfinance · plannedCustomers, invoices, payments, accounts, expenses, and general-ledger activity.

Data available: Customers, Invoices, Payments, Accounts, Expenses.

Reads
Planned — Managed data sync
Receives
Planned — Change events
Acts
Planned — Writeback actions
NetSuitefinance · plannedOrders, inventory, customers, accounting, and enterprise resource-planning data.

Data available: Orders, Inventory, Customers, Transactions, Accounts.

Reads
Planned — Managed data sync
Receives
Planned — Change events
Acts
Planned — Writeback actions
Xerofinance · plannedInvoices, payments, contacts, accounts, and bank transactions.

Data available: Invoices, Payments, Contacts, Accounts, Bank transactions.

Reads
Planned — Managed data sync
Receives
Planned — Change events
Acts
Planned — Writeback actions
Slackcollaboration · availableSend Slack mentions and direct messages to a Proforma Chat.

Data available: Mentions, Direct messages, Threads.

Reads
Not supported
Receives
Interactive Slack events routed to Chats
Acts
Planned — Scheduled outbound Slack delivery
Read Slack

Connection capabilities

Know what each connection can do.

Each connection states what can enter Proforma, what can start work, and what—if anything—can be changed in the system of record.

  1. 01

    Read

    Bring approved records into context.

    Make approved data available to models, agents, apps, and analysis.

  2. 02

    Respond

    Let supported events start work.

    A provider event can begin a refresh, check, handoff, or workflow.

  3. 03

    Act

    Send approved work back where supported.

    Read access is never presented as write access. Every capability is explicit.

Proforma Source detail with sample SaaS account rows and callouts for discovered warehouse objects, described columns, and risk fields
Sample data · inspect a source’s fields and descriptions before using it in analysis.

Start grounded

Start with the source closest to your question.

Connect one available source and explore what it contains. Add more evidence as the question develops.

Start in Proforma