> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neudocs.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations overview

> Connect NeuDocs to accounting contacts, cloud storage, webhooks, and the REST API.

NeuDocs integrations reduce duplicate data entry around the document collection workflow.

<CardGroup cols={2}>
  <Card title="Accounting contacts" icon="landmark" href="/integrations/accounting">
    Import clients from QuickBooks, Xero, or Karbon.
  </Card>

  <Card title="Dropbox export" icon="cloud" href="/integrations/dropbox">
    Push completed request packages to an approved folder.
  </Card>

  <Card title="REST API" icon="braces" href="/integrations/api-authentication">
    List clients and create or list requests with a firm API key.
  </Card>

  <Card title="Webhooks" icon="webhook" href="/integrations/webhooks">
    Receive signed workflow events or relay client notifications through your automation service.
  </Card>
</CardGroup>

## Permissions

Connections and developer credentials are administrative settings. NeuDocs records connection, disconnection, API-key, and webhook configuration events in the audit log.

## Integration safety

* Grant only the scopes needed for the documented workflow.
* Use a dedicated endpoint or application where possible.
* Rotate credentials after suspected exposure.
* Test with non-sensitive data.
* Treat integration delivery as asynchronous and monitor failures.
* Verify every webhook signature before processing its payload.
* Treat client portal URLs as credentials; never log or expose them publicly.

<Note>
  NeuDocs does not provide native WhatsApp delivery. Firms can relay eligible webhook events through Zapier, Make, n8n, or a custom service using phone numbers held in their own CRM.
</Note>


## Related topics

- [index](/index.md)
- [Accounting integrations](/integrations/accounting.md)
- [Webhooks](/integrations/webhooks.md)
- [API authentication](/integrations/api-authentication.md)
- [Clients API](/integrations/api-clients.md)