Integrations
Integrations
The Site Book syncs with Xero, Google Drive, Zapier, and Slack. Push invoices to Xero, archive signed CDM documents to Drive, trigger 5,000+ apps via Zapier, and ask Slack whether a site is ready to start.
Integration capabilities
Auth method, data direction, sync model, and status for every integration — live and on the roadmap.
| Integration | Auth method | Data direction | Webhook / polling | Frequency | Status |
|---|---|---|---|---|---|
| Xero | OAuth 2.0 | TSB → Xero (invoices, contacts) | Real-time on event | Per document finalised | Live |
| Google Drive | OAuth 2.0 | TSB → Drive (signed PDFs) | Real-time on event | Per signature event | Live |
| Zapier | Zapier OAuth | TSB → 5,000+ apps | Webhooks | Real-time | Live |
| Slack Site Ready | OAuth 2.0 | Slack ↔ TSB (readiness checks + actions) | Slack events + internal API | On request | Live |
| QuickBooks | OAuth 2.0 (planned) | TSB → QuickBooks (invoices, contacts) | Real-time on event (planned) | Per document finalised | Coming soon |
| Microsoft 365 | OAuth 2.0 (planned) | TSB → OneDrive / SharePoint | Real-time on event (planned) | Per signature event | Coming soon |
| Dropbox | OAuth 2.0 (planned) | TSB → Dropbox (signed PDFs) | Real-time on event (planned) | Per signature event | Coming soon |
| Checkatrade | API key (planned) | TSB ↔ Checkatrade (job sync) | Polling (planned) | Hourly | Coming soon |
| Procore | OAuth 2.0 (planned) | TSB ↔ Procore (project + document sync) | Real-time on event (planned) | Per event | Coming soon |
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 auto-create matching projects and draft invoices for every Site Book job. OAuth 2.0 — no API keys to manage. Typical setup time: under two minutes.
- 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 the requested scopes: contacts, projects, and draft invoices. Xero sends you back to The Site Book automatically.
- 4
Map your Site Book projects to Xero projects
On the post-OAuth settings screen, choose whether existing Site Book projects should auto-create matching Xero projects, or only new projects going forward. Defaults to 'new projects only'.
- 5
Create a Site Book project and verify sync
Open Projects, create a new job with a client name and address. Within seconds, a matching project appears in Xero with the same client details — no re-keying.
- 6
Mark a project complete to generate a Xero draft invoice
When the job is done, mark the project complete in The Site Book. A draft invoice is generated in Xero ready for you to review, add line items, and send.
Google Drive
Push every signed RAMS, CPP, COSHH, and induction PDF into a per-project Drive folder automatically. Folder-scoped OAuth — The Site Book never touches files outside its own project folders.
- 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 Site Book only asks for folder-scoped Drive access — not your whole account.
- 3
Approve Drive access and pick a parent folder
Sign in to your Google account and approve the requested Drive scope. Choose the parent folder you want The Site Book to write into (for example 'My Drive' or a specific 'CDM Projects' folder).
- 4
Confirm the folder naming pattern
The Site Book will create a sub-folder for every project named 'The Site Book / [Project Name]'. Confirm the naming convention on the setup screen, then save.
- 5
Generate a document to trigger the first sync
Open a project and generate a RAMS, CPP, or induction PDF. Within seconds, the finalised PDF lands in the matching project folder in your Google Drive — always the latest version.
- 6
Share the Drive folder with your principal contractor
Right-click the project folder in Drive and share with your principal contractor or client. Every future document for that project is dropped into the same folder automatically — no more emailing attachments.
Zapier
Wire Site Book events into 5,000+ downstream apps — Google Sheets, Slack, Monday.com, Trello, and more. Triggers include new project, document signed, and worker inducted.
- 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 a trigger event: 'New project', 'Document signed', or 'Worker inducted'.
- 4
Test the trigger with a live Site Book event
Zapier will ask for a sample event — create a test project or sign 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 fields from the Site Book payload — project name, client, document type, signed date — into the action app's inputs.
- 6
Turn the Zap on and watch it fire
Click 'Publish'. The Zap is now live. The next time a matching Site Book event fires, Zapier runs your downstream action in real time — no polling, no delay.
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
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 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
Checkatrade
Marketplace
Procore
Project Management
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
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, Xero, Zapier, and Slack Site Ready are available. Connect them from Settings → Integrations: Google Drive archives signed PDFs, Xero mirrors projects for invoicing, Zapier triggers downstream workflows, 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 — 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 live. Authenticate via Zapier's OAuth flow, then wire triggers like "new project", "document signed", or "worker inducted" into any of 5,000+ downstream apps — Google Sheets, Slack, Monday.com, Trello, and more.
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?
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.
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