Integrations overview

Integrations connect Slant to the tools you already use, creating a unified platform for managing your practice. From email and calendar to custodians and phone systems, integrations bring everything together.

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Available integrations

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Email and calendar

Sync your email and calendar for seamless communication tracking.

Email and calendar

Set up email and calendar integration

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Custodians

Connect custodian data to see client portfolios and assets.

Custodians

Connect custodian data

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Phone

Enable click-to-call and automatic call logging.

Phone

Set up phone integration

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Storage

Access client documents from your cloud storage.

Storage

Connect cloud storage

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CRM import

Migrate data from your previous CRM.

CRM import

Migrate from another CRM

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How integrations work

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OAuth connections

Most integrations use OAuth for secure connection:

1. Click Connect in Slant
2. Sign in to the service
3. Grant permissions
4. Slant accesses data securely

Benefits of OAuth:

• No passwords stored in Slant
• Revocable at any time
• Limited to necessary permissions

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API connections

Some integrations connect via API keys:

1. Get API credentials from the service
2. Enter them in Slant settings
3. Slant connects using those credentials

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Data flow

Integrations can be:

• One-way in — Data flows into Slant (custodian data)
• One-way out — Data flows from Slant (some exports)
• Two-way — Data syncs both directions (email, calendar)

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Setting up integrations

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Access integration settings

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Connect an integration

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View connected integrations

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Managing integrations

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Check integration health

Monitor your integrations:

• Connected — Working normally
• Warning — May need attention
• Error — Requires action

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Reconnect if needed

If an integration shows errors:

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Disconnect an integration

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Team integrations

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Individual connections

Some integrations are per-user:

• Email accounts
• Calendar access
• Personal phone extensions

Each team member connects their own accounts.

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Shared connections

Some integrations are book-wide:

• Custodian data feeds
• Storage root folders
• Shared phone numbers

These are configured once and shared by the team.

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Admin requirements

Certain integrations require admin setup:

• Initial connection by admin
• Configuration for all users
• Service-level settings

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Security

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Permissions

Integrations request only necessary permissions:

• Slant follows least-privilege principles
• You can review permissions before granting
• Revoke access anytime

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Data handling

• Data is encrypted in transit (HTTPS/TLS)
• Credentials stored securely
• Audit logs track integration activity

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Compliance

For regulated firms:

• Review integration compliance docs
• Ensure data handling meets requirements
• Consider data residency needs

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Troubleshooting

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Common issues

Integration disconnected:

• OAuth token expired
• Password changed on connected service
• Service revoked access

Data not syncing:

• Check integration status
• Verify permissions are still valid
• Look for error messages

Slow sync:

• Large data sets take longer
• Check service status pages
• Wait and retry

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Get help

If you can’t resolve an issue:

1. Check the specific integration guide
2. Review Troubleshooting
3. Contact Support

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Best practices

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Start essential

Connect the most valuable integrations first:

1. Email and calendar (daily use)
2. Custodian data (client context)
3. Others as needed

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Monitor health

Regularly check integration status:

• Weekly review of connected integrations
• Address warnings before they become errors
• Keep credentials current

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Train your team

Ensure team members understand:

• How to connect their accounts
• What data syncs where
• How to troubleshoot basic issues

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Next steps