Integrations

Enhance your Feathery workflows with powerful integrations

Categories

120
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Insurance
Text Link
Wealth Management
Text Link
Storage
Text Link
Marketing Tools
Text Link
Communication
Text Link
Payments
Text Link
Authentication
Text Link
Financial Services
Text Link
Automation
Text Link
Analytics & Reporting
Text Link

Airtable

Automatically create or update Airtable records from your form data

All
Storage
Automation
Premium

Experian

Automatically pull Experian user credit data via Feathery

All
Financial Services
Premium

Equifax

Automatically pull Equifax user credit data via Feathery

All
Financial Services
Premium

Transunion

Automatically sync Transunion user credit data with Feathery and other systems.

All
Financial Services
Premium

CINC

Automatically create CINC leads and records from collected form data.

All
Marketing Tools
Premium

Workiz

Automatically create Workiz records from collected form data.

All
Automation
Premium

Applied Epic

Prefill your forms from Applied Epic data and update your Applied Epic records with form data.

All
Insurance
Storage
Premium

Sagitta

Prefill your forms from Sagitta data and update your Sagitta records with form data.

All
Insurance
Storage
Premium

AMS360

Prefill your forms from AMS360 data and update your AMS360 records with form data.

All
Insurance
Storage
Premium

EZLynx

Prefill your forms from EZLynx AMS or Sales Center data. Update your EZLynx records with form data.

All
Insurance
Storage
Premium

HawkSoft

Prefill your forms from HawkSoft AMS data. Update your HawkSoft records with form data.

All
Insurance
Storage
Premium

QQ Catalyst

Prefill your forms from QQ Catalyst AMS data. Update your QQ Catalyst records with form data.

All
Insurance
Storage
Premium

Novidea

Prefill your forms from Novidea AMS data. Update your Novidea records with form data.

All
Insurance
Storage
Premium

Agency Zoom

Prefill your forms from Agency Zoom data and update your Agency Zoom records with form data.

All
Insurance
Storage
Premium

Zywave

Prefill your forms from Zywave data and update your Zywave records with form data.

All
Insurance
Storage
Premium

Guidewire

Two-way sync of your Guidewire policy, billing, and claims records with form data.

All
Insurance
Premium

Microsoft Dynamics 365

Sync form data to your Microsoft Dynamics 365 CRM and Business Central.

All
Marketing Tools
Wealth Management
Premium

SAP Concur

Sync form data to your SAP Concur account.

All
Automation
Storage
Premium

eMoney

Sync form data to your eMoney financial planning account.

All
Wealth Management
Premium

Morningstar

Sync form data to your Morningstar portfolio and financial analysis tools.

All
Financial Services
Wealth Management
Premium

Egnyte

Sync documents to and from your Egnyte document store.

All
Storage
Financial Services
Wealth Management
Premium

Quik! Forms

Integrate Quik! documents and forms into your Feathery forms and workflows.

All
Financial Services
Wealth Management
Premium

SFTP

Send user-uploaded form files to and from your remote file server via SFTP.

All
Storage
Premium

Fidelity

Automatically open Fidelity custodial accounts and sync client information.

All
Wealth Management
Premium

Charles Schwab

Automatically open Charles Schwab custodial accounts and sync client information.

All
Wealth Management
Premium

Need a new integration?

Let us know!

No integrations found