Integrations
You can integrate your BoardEffect account with other software products to streamline various processes. The integrations options in BoardEffect are a self-service feature, and they may require assistance from your internal IT team. The BoardEffect Support team has limited ability to assist with your organization's integrations process.
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On the BoardEffect home page, from the left navigation, select Site Settings
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Select Integrations from the list of options.
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You can select from the following tabs to view the software products available for integration.
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Reports
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Video Conferencing
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File Storage
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Custom Applications
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Use the On indicator to identify which software is currently integrated with BoardEffect.
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To integrate a new software product, select Configure to open the configuration details page.
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To complete the integration, enter information in the required fields, select the checkbox next to Activate this Integration, and then select Save.
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To add a new software product, select the Custom Application tab, and then select Add New Application. This integration requires assistance from your internal IT team.
