Integrations

Connect your existing tools to Trellis and keep your data flowing across platforms.

Connect your existing tools to Trellis and keep your data flowing across platforms without the manual effort. Trellis supports a range of integrations across different categories so you can build a setup that fits your team's existing apps and technology.

Tip

Integrations are available on the Enterprise plan. If you're on a different plan, you'll be prompted to upgrade when you open this page.

Overview of the Integrations marketplace.

Browse the marketplace by category, or use Search and Filter to jump straight to a specific integration. Selecting one opens its setup page, where you'll see a short description, a list of Capabilities (what the integration can do once connected — e.g. create Xero quotes from Trellis deliverables or fetch Google Calendar events), and a single Connect or Enable button that kicks off the setup flow.

Single integration setup page with capabilities and Connect button.

Note

Enabling an integration here makes it available across the workspace — it doesn't automatically connect anyone's account. Once enabled, individual team members connect their personal accounts from Connected apps, which is where the actual data (calendar events, Xero customer records, etc.) starts flowing for that user.

Who can do what

Action	Owner	Admin	Editor	Member	Contributor	Viewer
View the Integrations marketplace
Enable or disable an integration for the workspace

Access to the Integrations marketplace is restricted to Owners and Admins on the Enterprise plan. Every other role can still connect their own personal account to any workspace-enabled integration via Connected apps — they just can't enable new integrations at the workspace level.