Integrations connect CharityStack to other tools your organization uses.
You may need admin access in both CharityStack and the external tool.
Integrations live in Settings > Integrations. Configure one integration at a time, then test it before enabling a major form or campaign.
Treat each integration as part of an operational workflow. Before turning it on broadly, decide who owns the connected tool, what data should move there, and how staff will know whether the integration is working.
If an integration stops working, confirm credentials or webhook URLs in the external tool before changing form setup. Disconnect integrations that your organization no longer uses so future admins know which automations are active.
