Increase your productivity with Convoflo integrations

With our integrations with SharePoint, Microsoft Entra ID, and Zapier, you can streamline document management, secure access to your data, and automate your business processes. Save time, enhance collaboration, and boost your organization's efficiency by connecting Convoflo to the tools you use daily.

Connect Convoflo to your tools for smarter management

With SharePoint, Microsoft Entra ID, and Zapier integrations, Convoflo adapts to your needs! Centralize and secure your documents, facilitate user access, and automate processes for optimal time and efficiency savings. Simplify your daily management and boost productivity by integrating Convoflo into your digital ecosystem.

SharePoint

The bidirectional integration between Convoflo and SharePoint revolutionizes document management for professional services by ensuring seamless and automated synchronization between the two platforms.

Microsoft Entra ID

Integrating Microsoft Entra ID (formerly Azure Active Directory) with Convoflo allows you to centralize access and authentication management while strengthening the security of your sensitive data.

Zapier

Optimize your document management and communications with Convoflo's integration with Zapier. Easily connect Convoflo to your professional tools and automate repetitive tasks to increase efficiency.

Connect Convoflo to your favorite tools

for seamless and efficient integration

Optimize your document management with SharePoint integration

The bidirectional integration between Convoflo and SharePoint revolutionizes document management for professional services by ensuring seamless and automated synchronization between the two platforms. Any file added or updated in Convoflo is instantly reflected in SharePoint and vice versa. No more manual transfers or duplicate file management – you always work with the latest version, wherever you are.

This connection helps maintain a structured and secure environment for your documents while facilitating both internal and external collaboration. With advanced access controls, the right people can access the right documents without compromising confidentiality or security.

Simplify and secure access with Convoflo + Microsoft Entra ID integration

Integrating Microsoft Entra ID (formerly Azure Active Directory) with Convoflo allows you to centralize access and authentication management while enhancing the security of your sensitive data. Instead of manually creating, modifying, and managing user access in Convoflo, everything is now synchronized directly with your Microsoft environment, ensuring smooth and automated control.

With Microsoft Entra ID, each user can seamlessly log in to Convoflo using their existing Microsoft account without the need to remember or manage an additional password. This approach significantly reduces the risks associated with unauthorized access and human errors while ensuring strict compliance with cybersecurity and data protection regulations such as Law 25 and SOC 2 certification.

Automate your processes with Zapier and Convoflo – Coming Soon!

Boost productivity and optimize client interactions with Convoflo integration with Zapier. This connection allows you to automate numerous tasks and integrate Convoflo with your other professional tools effortlessly. No more manual file transfers, individual message sending, or tracking each signature : Zapier lets you orchestrate everything in just a few clicks.

Start your free trial

Starting a free trial couldn’t be easier. Once you sign up, you can explore the platform and interface, learn the various functions and discover all the benefits for your business.

What our users are saying

Excellent software for secure document transfer. […] I am very satisfied. The software speeds up the transmission and reception of confidential documents from my clients. Very good customer service.

Francois L.

CPA

Indispensable software for my accounting firm! […] The data is stored in Quebec by a Quebec business, advanced encryption technology, no installation […] Very fast loading speeds

Hubert R.

President, Associate

Organized and secure […] It is very easy for me to keep track of what I filed with my clients and see what they have seen.

Marie-Claude A.

CPA

The process of delivering tax documents is greatly simplified and allows for less travel time for clients. The ease and speed of processing signature requests was noted as the best discovery.

Michèle P.

CPA

Very practical for remote working […] Quickly exchange documents and signatures to facilitate social distancing.

Nathalie R.

Accountant

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