QuickBooks
Salesforce
NetSuite
Microsoft Dynamics
HubSpot
Shopify
Stripe
ServiceTitan
Sage
SAP
Workday
ADP
Jira
Asana
monday.com
Microsoft 365
Google Workspace
SlackERP and accounting
Orders, invoices, inventory, payments, vendor records, job costing, and financial details.
Optic platform / Sources
Connect the systems behind the work.
Optic connects CRMs, ERPs, spreadsheets, forms, inboxes, shared drives, databases, and internal tools so teams, dashboards, automations, and AI workflows start with the full operating picture.
Connector coverage
Built for the software your team already uses.
Optic supports 200+ common connector patterns across modern business software, databases, documents, inboxes, spreadsheets, and workflow tools. When a system is older or highly customized, we can still integrate through APIs, databases, flat files, SFTP, webhooks, EDI, or managed legacy handoffs.
QuickBooksSalesforceNetSuiteMicrosoft DynamicsHubSpotShopifyStripeServiceTitanSageSAPWorkdayADPJiraAsanamonday.comMicrosoft 365Google WorkspaceSlack
CRM and sales
Accounts, contacts, deals, activities, follow-ups, service history, and customer context.
Projects and operations
Tasks, jobs, schedules, field notes, approvals, status updates, and service workflows.
Time, payroll, and people
Timesheets, labor details, employee records, approvals, and staffing information.
Documents and inboxes
PDFs, forms, emails, shared drives, spreadsheets, and repeated intake documents.
Legacy and custom systems
Older databases, file drops, exports, custom portals, internal software, and systems without clean modern APIs.
What it connects
Connected Sources is built for the systems that hold the real workflow picture.
Most teams do not have one clean system of record. Optic connects the places where the work already lives, then prepares that information for workflow tools, reports, reviews, AI, automation, and system updates.
- CRM, ERP, accounting, project, inventory, and service systems
- Spreadsheets, shared drives, inboxes, forms, and internal tools
- Databases, exports, webhooks, APIs, file drops, and legacy handoffs
- Customer, order, job, asset, status, approval, and activity records
What gets prepared
The goal is usable context, not just another integration.
Optic maps the fields, owners, timing, and rules around each source so the workflow has the right information before software, reporting, AI, or automation touches it.
- Source-to-source field mapping
- Record matching and duplicate checks
- Business rules, ownership, and workflow timing
- Clean context packets for dashboards, reviews, AI, automation, and reporting
Supported over time
We keep the connections aligned as systems and workflows change.
Connectors are not set-and-forget. Fields change, APIs update, exports drift, and business rules evolve. Optic is maintained so the information layer keeps working.
- Connector monitoring and troubleshooting
- Field and workflow mapping updates
- Legacy integration support
- Data quality checks and exception handling
Source coverage
Modern tools, legacy systems, documents, and inboxes can all feed the workflow.
Connected Sources gives buyers confidence that Optic can meet their environment where it is instead of forcing a rip-and-replace project.
Orders, inventory, vendors, invoices, status
Accounts, contacts, deals, notes, follow-ups
Payments, invoices, POs, job costing
Tasks, schedules, approvals, status updates
Requests, attachments, handoffs, approvals
Custom records, exports, IDs, history
Flat files, SFTP, EDI, custom portals
Documents, spreadsheets, packets, reports
How it works
Connected Sources inside the Optic workflow.
A connected information layer that helps every system, workflow, report, and AI process speak the same language while keeping people from copying data between tools.
Map the source systems
Identify where the workflow data lives and which system should own each record.
Connect the required fields
Pull the information the workflow needs without forcing teams into a full platform replacement.
Prepare usable context
Normalize records, summaries, and handoffs so teams, dashboards, automations, and AI workflows can use the same trusted information.
Next step
Want to see where connected sources fits?
Show us the workflow, document, system handoff, or repeated decision you want agents to support.