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Integrations
Getting Started
Using Notud
Using the Note editor
Notes
Create and Customise a new Note Template
Contacts
Tablets and Devices
Security
Pricing and Account Management
Pricing & Subscription Management
Account Management
General FAQs
Integrations
FYI
SuiteFiles
Xero
Xero Practice Manager (XPM)
WorkflowMax
Zapier
HubSpot
eNoteFile
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Help
Integrations
Getting Started
Using Notud
Using the Note editor
Notes
Create and Customise a new Note Template
Contacts
Tablets and Devices
Security
Pricing and Account Management
Pricing & Subscription Management
Account Management
General FAQs
Integrations
FYI
SuiteFiles
Xero
Xero Practice Manager (XPM)
WorkflowMax
Zapier
HubSpot
eNoteFile
Integrations
Getting to the real technical nitty gritty here. Find out how to integrate Notud with other apps.
FYI
Link Notud and FYI
SuiteFiles
Link Notud and SuiteFiles
Xero
Connect your Xero account to Notud
Reconnect Xero XPM or WFM
Remove Xero Integration (delete a Xero team)
Add Notud links in Xero after sign up
Sign up and integrate with Xero
How to deactivate a client
Add a new Contact Type
See more
Xero Practice Manager (XPM)
Sign up with Xero Practice Manager (XPM)
Send PDF to XPM
Xero Practice Manager XPM and Notud
Xero Practice Manager (XPM) Client Synchronisation
Connect your XPM account to Notud
See more
WorkflowMax
WorkflowMax by BlueRock and Notud
WorkflowMax by BlueRock Client Synchronisation
Integrate WorkflowMax by BlueRock with Notud
Zapier
Zapier templates
What is Zapier?
How to bulk import your contacts with Zapier
Integration data input and output fields for Zapier
How to get started with Zapier?
Integration options with Zapier
Disconnect Zapier integration
See more
HubSpot
Link Notud and HubSpot
eNoteFile
How to import your Contacts from eNoteFile
