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
AvailableStorageAutomatically 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
Xero
AvailableAccountingSync 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
Zapier
AvailableAutomationConnect 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
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
Connect
Go to Settings → Integrations and click Connect on any integration. You'll be walked through a secure OAuth login.
Configure
Choose what syncs automatically and what stays manual. You're always in control.
It just works
Create a project, generate a RAMS, mark a job complete - your connected tools update automatically.
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.
Stop double data entry
Create a project once in The Site Book and it appears in Xero automatically. No more typing the same client name, address, and job details into two systems.
Latest documents always in Drive
Every time you generate or update a RAMS, CPP, or induction, the latest PDF lands in your Google Drive folder. Your principal contractor always has the current version.
Auto-create Xero projects
New job in The Site Book means a matching Xero project is ready for invoicing. When the job is done, a draft invoice is waiting for you.
Automate any workflow with Zapier
Trigger actions across 5,000+ apps when a project is created, a RAMS is approved, 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 and Xero are live. Connect either from Settings → Integrations: Google Drive auto-creates a project folder and pushes every PDF into it; Xero mirrors your Site Book projects so you can invoice without re-keying client or job details.
Do you integrate with Xero or Quickbooks?
Xero is live — new Site Book projects auto-create matching Xero projects, and client details sync both ways. Quickbooks is on the roadmap but not yet available.
Is there a Zapier connection?
Zapier is coming soon. It'll expose triggers for "new project", "document signed", and "worker inducted" so you can wire The Site Book into the rest of your stack.
Do you have a public API?
A public API is on the roadmap (coming soon). It'll let agencies and principal contractors pull project and compliance data into their own dashboards programmatically.
Does it work with HandsHQ?
There is no direct integration with HandsHQ — The Site Book is a replacement for HandsHQ rather than a companion. If you're switching, export your existing HandsHQ RAMS as PDFs and upload the attachments to a project here.
Stop switching between tools
The Site Book connects your compliance documents to the rest of your business. Sign up and connect your first integration in minutes.
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