Integrations
Integrations
The Site Book connects with Xero, Google Drive, Zapier, and Slack — plus a REST API and signed webhooks on Site Control. Sync a client to Xero on demand, export current project PDFs to Drive, automate through Zapier, and ask Slack whether a site is ready.
Integration capabilities
Included plan, authentication, data direction, sync model and status for every integration — live and on the roadmap.
| Integration | Plan | Auth method | Data direction | Webhook / polling | Frequency | Status |
|---|---|---|---|---|---|---|
| Xero | Pro and above | OAuth 2.0 | TSB → Xero (contacts) | On demand | Per project sync | Live |
| Google Drive | Pro and above | OAuth 2.0 | TSB → Drive (latest generated PDFs) | On demand | Per project export | Live |
| Zapier | Pro and above | Personal API key | TSB ↔ Zapier (3 triggers, 2 actions) | Webhooks | Real-time | Live |
| Slack Site Ready | Business and Site Control | OAuth 2.0 | Slack ↔ TSB (readiness checks + actions) | Slack events + internal API | On request | Live |
| REST API v1 (Site Control) | Site Control | Scoped API keys | TSB → your systems (read-only) | On demand (OpenAPI 3.1 spec) | 120 requests/min per key | Live |
| Outbound webhooks (Site Control) | Site Control | HMAC-signed deliveries | TSB → your endpoint | Webhooks with retries | Real-time | Live |
| QuickBooks | Not set | Not set | Not set | Not set | Not set | Coming soon |
| Microsoft 365 | Not set | Not set | Not set | Not set | Not set | Coming soon |
| Dropbox | Not set | Not set | Not set | Not set | Not set | Coming soon |
| Checkatrade | Not set | Not set | Not set | Not set | Not set | Coming soon |
| Procore | Site Control (early access) | OAuth 2.0 | TSB → Procore (compliance documents into your Procore projects) | On-demand push + scheduled reconcile | Every 30 minutes | In final testing |
Building your own integration? Site Control includes a read-only REST API with scoped account keys, plus signed outbound webhooks for real-time events — see the enterprise integrations overview, the API documentation and the OpenAPI 3.1 spec.
Slack Site Ready
Connect Slack so a manager can ask whether a project is ready to start. Site Ready checks Site Book records and recent Slack context, then returns blockers, warnings, source links and human-review actions. It reports readiness from available records; it does not certify that a site is legally safe.
- 1
Open Settings → Integrations
In The Site Book, open Settings, then select the Integrations tab. Locate the Slack Site Ready card in the available integrations list.
- 2
Click Connect Slack
Click 'Connect Slack'. You'll be redirected to Slack's OAuth consent screen for your workspace.
- 3
Approve the Site Ready app
Choose the workspace you want to connect and approve the requested Slack app scopes. Slack sends you back to The Site Book automatically.
- 4
Invite Site Ready to the right channels
Invite the Site Ready app to the public project or site channels where managers discuss readiness, access changes, materials and blockers.
- 5
Ask the readiness question
Mention Site Ready with the project name, for example '@Site Ready can we start at Orchard House tomorrow?'.
- 6
Review the blockers and actions
Site Ready posts a thread summary with green, amber or red readiness, source links, blockers, warnings and action buttons for sign-offs, RAMS review and audit packs.
Xero
Connect Xero to sync each project’s client to Xero as a contact, ready for you to invoice in Xero. OAuth 2.0 means there is no API key to copy or store.
- 1
Open Settings → Integrations
In The Site Book, open the left-hand menu, go to Settings, then select the Integrations tab. Locate the Xero card in the 'Available' list.
- 2
Click Connect Xero
Click the 'Connect Xero' button. You'll be redirected to Xero's secure OAuth 2.0 login page — no password or API key is stored by The Site Book.
- 3
Authorise the Xero tenant
Sign in to Xero and pick which Xero organisation to connect. Approve access to your Xero contacts. Xero sends you back to The Site Book automatically.
- 4
Sync a project's client to Xero
Open a project in The Site Book and use 'Sync to Xero'. The project's client is created in Xero as a contact — or matched if it already exists — using the client name, email and phone. No re-keying.
- 5
Verify the contact in Xero
Open Xero and check Contacts. Your project's client appears with the same name, email and phone from The Site Book, ready for you to raise an invoice in Xero.
Google Drive
Export the latest generated RAMS, CPP and COSHH PDFs from a project into a dedicated Drive folder when you choose. The drive.file OAuth scope limits the integration to files and folders it creates or opens; this is an on-demand export, not an automatic per-signature sync.
- 1
Open Settings → Integrations
In The Site Book, click Settings in the left-hand menu and select the Integrations tab. Find the Google Drive card in the 'Available' list.
- 2
Click Connect Google Drive
Click 'Connect Google Drive'. You'll be taken to Google's OAuth 2.0 consent screen. The drive.file scope lets the integration work with files and folders it creates, without broad read access to everything in your Drive.
- 3
Approve Drive access
Sign in to the Google account you want to use and approve the requested Drive access. Google returns you to The Site Book when the connection is ready.
- 4
Open the project you want to export
Open a project with generated documents and use the Export to Google Drive button. The Site Book creates a root folder and a subfolder named from the project title and site address.
- 5
Run the project export
The on-demand export sends the latest generated version of each available RAMS, CPP and COSHH document to the project folder. Run the export again whenever you want to send newer versions.
- 6
Share the Drive folder with your principal contractor
Open Google Drive and share the project folder with your principal contractor or client if needed. Sharing and future exports remain under your control.
Zapier
Wire Site Book events into 5,000+ downstream apps — Google Sheets, Slack, Monday.com, Trello, and more. Triggers cover new projects, workers added to projects and generated documents; actions can create a project or add a worker in The Site Book.
- 1
Open the Zapier app directory
Visit the Zapier app directory and search for 'The Site Book', or open the Integrations tab in The Site Book and click 'Connect via Zapier' — this deep-links you into the Zapier authorisation flow.
- 2
Authorise your Site Book workspace
Sign in to Zapier (or create a free account). When prompted, paste your Site Book API key — copy it from Settings → Integrations → Zapier in The Site Book. Zapier stores the key securely.
- 3
Create a new Zap and pick a Site Book trigger
In Zapier, click 'Create Zap'. Choose The Site Book as the trigger app. Pick New Project Created, Worker Added to Project or Document Generated.
- 4
Test the trigger with a live Site Book event
Zapier will ask for a sample event — create a test project or generate a test document in The Site Book. Zapier pulls the payload so you can map fields in the next step.
- 5
Pick an action app and map fields
Choose the downstream app (Google Sheets, Slack, Monday.com, Trello, and 5,000+ others). Map the fields supplied by the selected Site Book event into the action app's inputs. You can also use The Site Book as an action to create a project or add a worker.
- 6
Turn the Zap on and watch it fire
Click 'Publish'. The Zap is now live. When a matching Site Book event fires, the subscribed webhook sends the event to Zapier for the downstream action.
Available integrations
Google Drive
AvailableStorageFrom a project, export the latest generated RAMS, Construction Phase Plan and COSHH PDFs to a dedicated folder in your Google Drive. The export runs when you click it; it is not a background or per-signature sync.
- ✓Creates a The Site Book folder and project subfolder
- ✓Exports the latest generated project PDFs in one click
- ✓Keeps the export inside files and folders created by the integration
- ✓Share a Drive link instead of emailing attachments
Xero
AvailableAccountingSync your project's client to Xero. When you sync a job in The Site Book, its client is created in Xero as a contact - ready for invoicing. No double data entry.
- ✓Sync a project → its client is created in Xero as a contact
- ✓Client name, email and phone sent to Xero
- ✓Your client is ready to invoice in Xero
- ✓No more re-entering the same client details twice
Slack Site Ready
AvailableCommunicationAsk Slack whether a site can start tomorrow. Site Ready checks project readiness, recent Slack context, blockers, warnings, source links, and manager actions without storing raw Slack message bodies.
- ✓Ask @Site Ready about a project without leaving Slack
- ✓Available on Business and Site Control plans
- ✓Checks documents, sign-offs, credentials, Site Access, and audit pack state
- ✓Classifies recent Slack context into blockers and warnings with source links
- ✓Creates sign-off reminder links, RAMS review links, and audit pack links
Zapier
AvailableAutomationConnect The Site Book to 5,000+ apps - no coding required. Trigger actions when a project is created or a document is generated. Build the workflows that fit your business.
- ✓Trigger Zaps when projects or documents are created
- ✓Connect to Google Sheets, Slack, Monday.com, Trello, and more
- ✓Create projects in The Site Book from any tool you use
- ✓One integration unlocks thousands of workflow possibilities
Popular Zaps
- ⚡ New project → Add row to Google Sheets
- ⚡ Document generated → Send Slack notification
- ⚡ New Typeform response → Create project
Procore
In final testingProject ManagementSend your Site Book compliance documents into the matching Procore project, so site teams working in Procore see the RAMS, CPP and induction pack without leaving it. Documents sync on demand or via a scheduled 30-minute reconcile. The integration is built and in final testing with early users now.
Talk to us about early access →Coming soon
More integrations are on the way. Vote for the ones you want most.
QuickBooks
Accounting
Microsoft 365
Storage
Dropbox
Storage
Checkatrade
Marketplace
Want to see a specific integration? Let us know →
Why integrate?
Your compliance documents are only part of the picture. Connecting The Site Book to the tools you already use saves time and keeps everything in sync.
Check readiness from Slack
Ask Site Ready whether a project can start tomorrow. It checks Site Book records, recent Slack context, blockers, warnings and the manager actions needed before work begins.
Stop double data entry
Sync a project once in The Site Book and its client appears in Xero as a contact. No more typing the same client name, email, and phone into two systems.
Controlled project exports to Drive
Click Export to Google Drive from a project to send the latest generated RAMS, CPP and COSHH PDFs. Re-run it when you want to export newer versions, then manage sharing in Drive.
Sync clients to Xero
Sync a job in The Site Book and its client is created in Xero as a contact, ready for you to invoice. No double data entry.
Automate any workflow with Zapier
Trigger actions across 5,000+ apps when a project is created or a document is generated. Build the workflows that fit how you run your business.
Official partner integrations
Frequently asked questions
What integrations are available today?
Google Drive, Xero, Zapier, and Slack Site Ready are available. Connect them from Settings → Integrations: Google Drive exports the latest generated project PDFs on demand, Xero syncs a project's client as a contact on demand, Zapier supports three triggers and two actions, and Slack Site Ready checks whether a site can start from Slack on Business and Site Control plans.
Do you integrate with Xero or Quickbooks?
Xero is live — sync a project and its client is created in Xero as a contact, ready for invoicing in Xero. Project mirroring and automatic invoices are not part of the integration today. Quickbooks is on the roadmap but not yet available.
Is there a Zapier connection?
Zapier is live. Generate a personal API key in The Site Book, then use New Project, Worker Added or Document Generated as triggers in downstream apps. Zapier can also create a Site Book project or add a worker from another app.
What does Slack Site Ready do?
Slack Site Ready lets a manager ask from Slack whether a project can start tomorrow. It checks Site Book readiness records, recent Slack context, blockers, warnings, source links and follow-up actions. It reports readiness from available records; it does not say a site is legally safe.
Do you have a public API?
Yes. Site Control plans include a read-only REST API under /api/v1 with account-scoped keys, enforced scopes and rate limiting — covering projects, documents, workers, certifications and site attendance, with an OpenAPI 3.1 spec at /api/v1/openapi.json. Site Control also includes signed outbound webhooks for real-time events such as document signed, certificate expiring and worker checked in. Full reference at thesitebook.co.uk/docs/api.
Do you support single sign-on (SSO)?
Yes. Site Control includes SAML single sign-on with Okta, Microsoft Entra ID, or any SAML 2.0 identity provider. Your team signs in through your company login, and you can require SSO for everyone on your email domain — with a break-glass exemption for the account owner so an identity-provider outage never locks you out. Set-up is handled with our team during Site Control onboarding.
Does it work with HandsHQ?
There is no direct integration or RAMS importer for HandsHQ. If you're switching, export existing RAMS as PDFs for your records or project files, then recreate the active documents you want to manage and revise in The Site Book.
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