Skip to main content
The Site Book
Start free

Integrations

Connect The Site Book to the tools you already use

Your safety documents live in The Site Book. Your invoices live in Xero. Your files live in Drive. Now they all talk to each other - automatically.

Available integrations

🗂️

Google Drive

AvailableStorage

Automatically export your RAMS, Construction Phase Plans, COSHH assessments, and site inductions to a dedicated folder in Google Drive. Share with your principal contractor in one click.

  • ✓Auto-creates "The Site Book / [Project Name]" folder
  • ✓Export any document as a PDF with one click
  • ✓Always have the latest version in Drive
  • ✓Share a Drive link instead of emailing attachments
Connect Google Drive →
💼

Xero

AvailableAccounting

Sync your projects with Xero automatically. When you start a new job in The Site Book, a matching project is created in Xero - ready for invoicing. No double data entry.

  • ✓New project in The Site Book → Xero project auto-created
  • ✓Client details synced between both platforms
  • ✓Draft invoice created when project is marked complete
  • ✓No more re-entering the same job info twice
Connect Xero →
⚡

Zapier

AvailableAutomation

Connect The Site Book to 5,000+ apps - no coding required. Trigger actions when a RAMS is approved, 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
  • ⚡ RAMS approved → Send Slack notification
  • ⚡ New Typeform response → Create project
Connect via Zapier →

Coming soon

More integrations are on the way. Vote for the ones you want most.

📊

QuickBooks

Accounting

☁️

Microsoft 365

Storage

📦

Dropbox

Storage

💬

Slack

Communication

✅

Checkatrade

Marketplace

🏗️

Procore

Project Management

Want to see a specific integration? Let us know →

How integrations work

1

Connect

Go to Settings → Integrations and click Connect on any integration. You'll be walked through a secure OAuth login.

2

Configure

Choose what syncs automatically and what stays manual. You're always in control.

3

It just works

Create a project, generate a RAMS, mark a job complete - your connected tools update automatically.

Official partner integrations

Works with

Zapier

Works with

Xero

Works with

Google Drive

Stop switching between tools

The Site Book connects your compliance documents to the rest of your business. Sign up free and connect your first integration in minutes.

Get started free →