Connect Google Drive, Xero, Zapier and Slack
Pro and above
Open Settings → Integrations (it's its own page, not a tab). On a phone, tap the Settings menu button at the top of Settings and choose Integrations. Each card shows its connection status; OAuth ones connect in a couple of clicks.
Connect an app
Click Connect Google Drive / Connect Xero — or Connect Slack on Business and above — and approve the access prompt.
Connected cards show a "Connected" badge, a Disconnect button and an Activity log of recent events.
For Zapier, click Generate API Key and copy it immediately.
The key is shown once. If it leaks, Revoke & Regenerate kills it instantly — existing Zaps need the new key.
What each one does
Google Drive — on demand, export the latest generated PDFs from a project to your Drive, organised in a project folder. Xero — on demand, your project's client is created or updated as a Xero contact, ready for invoicing. Zapier — automate onwards from new projects, added workers and generated documents, or create a project and add a worker from another app. Slack Site Ready (Business and above) — an on-demand "is this site ready to start?" digest in your Slack workspace.
Frequently asked questions
What does the Google Drive integration do?
Use Export to Google Drive from a project to send the latest generated RAMS, CPP and COSHH PDFs to your own Drive. The one-click export creates a The Site Book folder and organises files in a project subfolder. It is an on-demand export, not an automatic per-signature sync.
What can Zapier trigger on?
Three events: New Project Created, Worker Added to Project, and Document Generated. Zapier can also create a project or add a worker in The Site Book. Generate a personal API key on the Integrations page and use it in your Zapier dashboard to connect 5,000+ apps.
What is Slack Site Ready?
On Business and above: ask "Site Ready" from Slack and it combines the project's compliance state with recent site-channel context into a red/amber/green digest — with the blockers and one-click actions like sending sign-off links. It's on-demand, not a notification feed.
Which plans include integrations?
Google Drive, Xero and Zapier come with Pro and above. Slack Site Ready is Business and above. SSO, the read-only REST API and webhooks are Site Control only — see the Enterprise integrations article.
Related guides
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