Sync starred repo bookmarks from your GitHub account.

### What is the GitHub stars connection?
 
On GitHub, starring a repo is how you say "I'll come back to this." The trouble is what happens next: the stars pile up into a list of hundreds, sorted by when you starred them, and the library you meant to build becomes a place repos go to be forgotten. This connection syncs your GitHub stars into Fabric so that list becomes something you can search by meaning, back up, and reach from any device.
 
### What you get when you connect GitHub stars
 
Connecting your GitHub stars brings every repo you've starred into Fabric as a saved, searchable item. Each one comes in as a bookmark to the repo, its name, description, README, and topics, so you can find it later by what it actually does rather than by a name you've half-forgotten. The repo still lives on GitHub; Fabric holds the reference and makes it findable.
 
Your stars also stop being a list you only see on GitHub. They're backed up to your Fabric library and available on your phone, tablet, and the web, so the repo you starred at your desk is there when you're reading on the train.
 
### Find a repo by what it does, not what it's called
 
This is the part GitHub's own stars page can't do. It sorts by date and matches names. Fabric lets you describe the thing: "that library for parsing PDFs in Python" or "the self-hosted analytics tool I starred a while back," and [semantic search](https://fabric.so/features/search) surfaces the repo from its description and README, even when you can't remember what it was called.
 
Because your stars sit in the same library as everything else, they also connect to the rest of your work. A repo you starred turns up next to the article you clipped about the same technique and the note you wrote while evaluating it, since Fabric [maps the relationships](https://fabric.so/features/search) across everything you save. You can point the [AI assistant](https://fabric.so/features/ai-assistant) at your stars too, and ask it to find the ones relevant to a problem you're working on.
 
### How people use it
 
**Developers** star repos all week and rely on Fabric to surface the right one when they hit the problem it solves, instead of scrolling months of stars trying to recognise a name.
 
**Engineers evaluating tools** keep their shortlist of starred libraries in Fabric alongside their notes and the docs they've clipped, so the comparison they were doing is all in one place. It fits the way Fabric works for [developers](https://fabric.so/for/developers).
 
**Researchers and tinkerers** save interesting projects as stars and let Fabric connect them to the rest of their reading, so a repo found a year ago resurfaces when it becomes relevant.
 
The longer you use it, the more your stars pay off. As they join the rest of your library, Fabric [builds a richer map](https://fabric.so/features/search) of how the tools and ideas you save relate, so the right repo surfaces when you need it rather than sinking down a list.
 
### Frequently asked questions
 
**What does the GitHub stars connection do?**
 
It syncs the repos you've starred on GitHub into Fabric, where they're backed up, searchable by meaning, and available on all your devices. Each starred repo becomes a saved item you can find by what it does and connect to the rest of your library.
 
**Can I search my GitHub stars by what a repo does?**
 
Yes. Fabric indexes each starred repo's description, README, and topics, so you can find it with [semantic search](https://fabric.so/features/search) by describing its purpose, rather than needing to remember the repo's name.
 
**Does Fabric index the code inside my starred repos?**
 
No. The connection brings in each repo as a bookmark, its name, description, README, and topics, not the full codebase. That's what makes it searchable by what the repo is for. The code stays on GitHub.
 
**Will my stars be available on my phone and other devices?**
 
Yes. Your synced stars live in your Fabric library, which is on every device, so they're on your phone, tablet, and the web, not just your GitHub stars page.
 
**Does this change my stars on GitHub?**
 
No. The connection reads your stars and brings them into Fabric. Your stars on GitHub are unaffected, and the repos themselves stay where they are.
 
**Can the AI assistant work with my starred repos?**
 
Yes. The [AI assistant](https://fabric.so/features/ai-assistant) can search across your stars and surface the ones relevant to what you're working on, alongside the rest of your saved material.
 
**How is this different from GitHub's own stars page?**
 
GitHub's stars page lists repos by date and matches on names. Fabric lets you search them by meaning, connects them to your other notes and saved content, and keeps them available across your devices. It turns a long chronological list into something you can actually retrieve from.
 
**Will newly starred repos sync automatically?**
 
Yes. As you star new repos on GitHub, they're brought into Fabric, so your library keeps in step without a manual re-import.
 
**Is my data secure in Fabric?**
 
Everything in Fabric is encrypted in transit and at rest, with AES-256 encryption on stored content. The details are in the [privacy and security guide](https://fabric.so/guide/privacy-and-security/basics) and Fabric's [privacy commitment](https://fabric.so/info/privacy).
 
**Does Fabric work with other tools alongside GitHub stars?**
 
Yes. GitHub stars is one of many [connections](https://fabric.so/connections). You can also bring in [Google Drive](https://fabric.so/marketplace/connections/google-drive/x52cHqan), [Dropbox](https://fabric.so/marketplace/connections/dropbox/ozUGYV4C), [Notion](https://fabric.so/marketplace/connections/notion/S7HtdFtL), and [Gmail](https://fabric.so/marketplace/connections/gmail/5zZcTVqZ), and search across them all at once.

Sync your GitHub stars to Fabric and search them by what each repo does, not by name. Never lose a starred repo again. Try Fabric free.

GitHub stars

Access your Fabric without leaving Raycast.

### What is Raycast?
 
Raycast is a launcher for Mac, a command bar you summon with a keystroke to do things fast without reaching for the mouse or hunting through apps. Type a few characters and you can open an app, run a calculation, search, or trigger an action, then it disappears again. It's built around staying on the keyboard and not breaking your flow. Extensions let it reach into other tools, and the Fabric extension lets it reach into your Fabric library.
 
### What you can do with Fabric from Raycast
 
The Fabric Raycast extension puts three things a keystroke away, so you can use Fabric without leaving what you're doing.
 
**Search your Fabric library.** Open Raycast, start typing, and search across everything you've saved in Fabric, your files, notes, and saved content, then jump straight to what you find. The thing you need is there without opening the app and losing your place.
 
**Save a link or file.** Found something worth keeping? Send it to Fabric from the command bar in the moment you see it, rather than leaving a tab open as a reminder to deal with later.
 
**Create a note.** Catch an idea the second it lands. Open Raycast, write the note, and it's in your Fabric library, no app to open, no flow to break.
 
The point is the absence of friction. The small tax of switching apps, the one that turns "I'll save this" into a tab you never come back to, is what the extension removes. Fabric stays a keystroke away while you work in everything else.
 
### How people use it
 
**Developers and people who live on the keyboard** already run their day through Raycast and add Fabric so saving a link or capturing a note is part of the same muscle memory, never a detour into another app. It fits the way Fabric works for [developers](https://fabric.so/for/developers).
 
**Researchers** save sources the instant they find them, straight from the command bar, so the thing they spotted mid-task makes it into their library and turns up later in their [research workflow](https://fabric.so/learn/research-workflow).
 
**Writers and creators** catch ideas the moment they arrive, a line, a reference, a thought, without breaking the work they're in to do it.
 
**Anyone deep in focused work** can pull up something from Fabric or drop something into it without the context-switch that opening an app would cost, then carry on.
 
### Frequently asked questions
 
**What is the Fabric Raycast extension?**
 
It's an extension that brings Fabric into Raycast, the Mac command bar, so you can search your Fabric library, save links and files, and create notes without opening the Fabric app. It's made by Fabric.
 
**What can I do with Fabric from Raycast?**
 
Three things: search everything in your Fabric library, save a link or file to Fabric, and create a note. Each runs from the Raycast command bar, so you stay in whatever you were doing.
 
**Can I search my whole Fabric library from Raycast?**
 
Yes. The extension searches across what you've saved in Fabric, so you can find and open something without switching to the app. For the deeper, meaning-based search, the full [search experience](https://fabric.so/features/search) lives in Fabric itself.
 
**Do I need a Fabric account to use it?**
 
Yes. The extension connects Raycast to your existing Fabric library, so you sign in with your Fabric account. If you don't have one yet, you can start free.
 
**Does it work on Windows?**
 
Raycast is a Mac app, so the Fabric Raycast extension runs where Raycast runs. On other platforms you can reach Fabric through the [web, mobile, and desktop apps](https://fabric.so/connections) and the other connections.
 
**How is this different from the other Fabric connections?**
 
Most [connections](https://fabric.so/connections) bring content from another service into Fabric. The Raycast extension goes the other way: it's a fast way to reach your Fabric library, search it, and add to it, from outside the app. It's about speed of access rather than syncing a new source in.
 
**Is it made by Fabric?**
 
Yes. The Raycast extension is built by Fabric.
 
**Is my data secure?**
 
Everything in Fabric is encrypted in transit and at rest, with AES-256 encryption on stored content. The extension works against your own Fabric library. The details are in the [privacy and security guide](https://fabric.so/guide/privacy-and-security/basics) and Fabric's [privacy commitment](https://fabric.so/info/privacy).
 
**Does Fabric work with other tools as well?**
 
Yes. Raycast is one of many [connections](https://fabric.so/connections). Alongside it you can bring content in from [Google Drive](https://fabric.so/marketplace/connections/google-drive/x52cHqan), [Dropbox](https://fabric.so/marketplace/connections/dropbox/ozUGYV4C), [Notion](https://fabric.so/marketplace/connections/notion/S7HtdFtL), and [Gmail](https://fabric.so/marketplace/connections/gmail/5zZcTVqZ), and search across all of it.

Search Fabric, save links, and create notes straight from Raycast, no app-switching. Reach your library from the command bar. Try Fabric free.

Raycast

Create zaps that add, modify or access your Fabric content.

### What is Zapier?
 
Zapier connects apps to each other so they can pass information back and forth automatically, without anyone writing code. You build a "zap": a small automation with two parts, a trigger ("when this happens") and an action ("do that"). When the trigger fires in one app, Zapier carries out the action in another. A new entry in a form could create a row in a spreadsheet; a new email could post a message in a chat app. Zapier links thousands of the most widely used apps this way, and the Fabric connection puts your Fabric library among them.
 
### Automatically save things into Fabric
 
The first direction is inbound: when something happens in another app, Zapier can create or update content in Fabric for you. The save-it-to-Fabric step you'd otherwise do by hand stops being a step at all.
 
A few examples of what a zap could do, using popular apps Zapier connects to:
 
**Save email to Fabric.** When an email arrives in Gmail matching a label or rule you set, have its content created as an item in your Fabric library automatically, so the things worth keeping land there without forwarding them yourself. There's also a direct [Gmail connection](https://fabric.so/marketplace/connections/gmail/5zZcTVqZ) if you want your mail searchable in Fabric more broadly.
 
**Capture form responses.** When someone submits a Typeform or Google Form, drop the response into Fabric so it sits with the rest of your material instead of only in the form's own dashboard.
 
**Log what matters from a spreadsheet.** When a new row is added to a Google Sheet, create a corresponding note or item in Fabric, so a tracked list and your wider library stay in step.
 
In each case Fabric is the action: the place the information lands when the trigger fires elsewhere.
 
### Make Fabric trigger actions in other apps
 
The second direction is outbound: when something happens in Fabric, Zapier can respond in another app, using the details of what changed. Here Fabric is the trigger, and thousands of apps can be the action.
 
For example, when a new item is saved or created in your Fabric, a zap could post a note in a Slack channel, add an event to your Google Calendar, append a row to a Google Sheet, or send an email through Gmail, carrying across the relevant details from the Fabric item. Saving something in one place can quietly set off whatever should happen next, without you wiring it up each time.
 
### Search and connect, both ways
 
Between those two directions, Zapier gives Fabric a place in your wider set of tools rather than off to one side. Other apps can write into your library, your library can set things off elsewhere, and zaps can read and search your Fabric content as part of a flow. The repetitive copying and forwarding you do to keep tools in sync, the small manual tax that adds up across a week, is what this is built to remove.
 
### How people use it
 
**Operators and teams** wire the apps they already run on into Fabric, so the things worth keeping collect in one library automatically instead of being copied over by hand.
 
**Researchers** route saved items, form responses, and captured sources into Fabric through zaps, so material gathers in their library as part of a longer [research workflow](https://fabric.so/learn/research-workflow) without manual filing.
 
**Founders and busy people** set up a handful of zaps once and let routine plumbing, logging, notifying, saving, run itself, freeing the attention they'd spend moving things between apps.
 
**Anyone with a tool Fabric doesn't connect to directly** can often bridge it through Zapier, since it links thousands of apps, and reach Fabric that way.
 
### Frequently asked questions
 
**What does the Zapier connection do?**
 
It lets you automate Fabric with Zapier, the no-code automation tool. You can build zaps that add or update content in Fabric when something happens in another app, or that respond in other apps when something happens in Fabric. It's made by Fabric.
 
**What is a zap?**
 
A zap is a small automation with two parts: a trigger ("when this happens") and an action ("do that"). When the trigger fires in one app, Zapier performs the action in another, with no code involved.
 
**Can Zapier add content to my Fabric automatically?**
 
Yes. A zap can create or update items in your Fabric library when a trigger fires in another app, for example when an email arrives, a form is submitted, or a spreadsheet row is added.
 
**Can something in Fabric trigger an action in another app?**
 
Yes. When a new item is saved or created in your Fabric, a zap can respond in another app, posting to a chat, adding a calendar event, sending an email, using the details of the Fabric item.
 
**Which apps can I connect Fabric to through Zapier?**
 
Zapier links thousands of the most widely used apps, so Fabric can connect to a great many of them, including popular tools for email, spreadsheets, forms, chat, and calendars. If a tool isn't one of Fabric's direct [connections](https://fabric.so/connections), Zapier is often the way to bridge it.
 
**Do I need to write code?**
 
No. Zapier is built for no-code automation. You set the trigger and the action in Zapier's interface and the zap runs on its own.
 
**Do I need a Zapier account?**
 
Yes. You build and run zaps in Zapier, connected to your Fabric account. Zapier's own plans determine how many zaps and how much volume you can run.
 
**How is this different from Fabric's direct connections?**
 
Direct [connections](https://fabric.so/connections) like [Google Drive](https://fabric.so/marketplace/connections/google-drive/x52cHqan) or [Notion](https://fabric.so/marketplace/connections/notion/S7HtdFtL) bring a specific service's content into Fabric, with search and AI built around it. Zapier is broader and more flexible: it automates moving information between Fabric and thousands of apps in both directions, but it's about automation and wiring rather than deeply indexing another service.
 
**Is my data secure?**
 
Everything in Fabric is encrypted in transit and at rest, with AES-256 encryption on stored content. Zapier moves the data your zaps are set up to move, between Fabric and the apps you connect. The details are in the [privacy and security guide](https://fabric.so/guide/privacy-and-security/basics) and Fabric's [privacy commitment](https://fabric.so/info/privacy).
 
**Does Fabric work with other tools as well?**
 
Yes. Zapier is one of many [connections](https://fabric.so/connections). Alongside it you can bring content in directly from [Google Drive](https://fabric.so/marketplace/connections/google-drive/x52cHqan), [Dropbox](https://fabric.so/marketplace/connections/dropbox/ozUGYV4C), [Notion](https://fabric.so/marketplace/connections/notion/S7HtdFtL), and [Gmail](https://fabric.so/marketplace/connections/gmail/5zZcTVqZ).

Connect Fabric to thousands of apps with Zapier. Automate saving to Fabric, or trigger other apps from Fabric events. No code. Try Fabric free.

Zapier

Create invoices and payment links, find customers, manage subscriptions.

_Powered by Zapier._

### What is Stripe?
 
Stripe is the payments infrastructure a great many businesses run on, charges, subscriptions, invoices, customers, disputes, refunds. Keeping on top of it means living in the dashboard: watching for failed payments and disputes, creating invoices and payment links, updating customer records, checking balances. This connection lets Fabric's assistant do that work for you, and makes your Stripe activity searchable in Fabric.
 
### What Fabric's assistant can do with Stripe
 
Once your Stripe is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can act on your Stripe account from plain-language requests.
 
**Look things up.** Find a customer, charge, invoice, payment, or subscription; check an account balance or balance transactions; retrieve an account by ID, without opening the dashboard.
 
**Create and manage billing.** Create customers, invoices, payments, payment links, products, prices, and subscriptions, create a checkout session, confirm a payment, update a customer, cancel a subscription, or deactivate a payment link.
 
Because you ask in your own words, you're describing what you want to happen, and the assistant maps it to the right Stripe operation.
 
### You stay in control
 
Stripe actions move money and change billing, so control matters here more than anywhere. The assistant acts only when you ask, and for anything consequential, creating a charge or payment, cancelling a subscription, issuing or affecting a refund, it confirms with you before going ahead, unless you've explicitly told it not to for a particular task. Looking things up and finding records never change anything.
 
When something should run regularly, you can set up a [Fabric AI job](https://fabric.so/features/agents) that runs on a schedule, flagging failed payments, following up on disputes, generating a recurring invoice, so the routine parts happen on their own while you keep approval over anything that moves money.
 
### Search your Stripe from Fabric
 
Alongside the assistant, connecting Stripe adds keyword search over your Stripe data from Fabric's main search, so a customer, invoice, or charge is findable by matching text in the same place you search the rest of your library, rather than hunting through the dashboard.
 
### How people use it
 
**Founders and operators** handle billing admin, creating invoices and payment links, updating customers, checking balances, by asking rather than clicking through Stripe, useful for anyone [running a business on their own time](https://fabric.so/for/founders).
 
**Finance and ops teams** have the assistant surface and act on payment events, failed payments, disputes, refunds, so problems get caught without someone watching the dashboard.
 
**Sales teams** spin up payment links, customers, and subscriptions as deals close, keeping billing moving in step with the pipeline. It fits how Fabric works for [sales](https://fabric.so/for/sales).
 
**Anyone with recurring billing work** sets up a scheduled or event-triggered [AI job](https://fabric.so/features/agents) to handle the repetitive parts, while keeping approval over the consequential ones.
 
### Frequently asked questions
 
**What does the Stripe connection do?**
 
It lets Fabric's [AI assistant](https://fabric.so/features/ai-assistant) work with your Stripe account, taking actions like creating invoices, payment links, customers, and subscriptions, confirming payments, and updating records. It also adds keyword search over your Stripe data in Fabric.
 
**What can the assistant do in Stripe?**
 
It can find customers, charges, invoices, payments, and subscriptions, check balances, and create or manage customers, invoices, payments, payment links, products, prices, subscriptions, and checkout sessions, confirm payments, update customers, cancel subscriptions, and deactivate payment links. You ask in plain language rather than choosing from a fixed list.
 
**Does the assistant move money or change billing on its own?**
 
No. It acts only when you ask, and for consequential actions, creating charges or payments, cancelling subscriptions, anything affecting money, it confirms with you first, unless you've deliberately told it not to for a specific task. Looking up and finding records change nothing.
 
**Can I automate Stripe workflows?**
 
Yes. A [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, for example flagging failed payments or following up on disputes, while you keep approval over anything that moves money.
 
**Can I search my Stripe data?**
 
Yes, by keyword, from Fabric's main search, so a customer, invoice, or charge is findable by matching text alongside the rest of your library.
 
**Will it issue refunds or cancel subscriptions without asking?**
 
No. Nothing that affects money or billing happens without your confirmation, unless you've chosen to let a specific task run without it.
 
**Is my Stripe data secure?**
 
Everything in Fabric is encrypted in transit and at rest. The connection acts on your Stripe account with your authorisation, and you control what it does. The details are in the [privacy and security guide](https://fabric.so/features/private-and-secure) and Fabric's [privacy commitment](https://fabric.so/info/privacy).
 
**Does this work through MCP or the API?**
 
Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api); this connection is the built-in way to have Fabric's own assistant work with your Stripe.
 
**Does Fabric work with other tools alongside Stripe?**
 
Yes. Stripe is one of many [connections](https://fabric.so/features/connections). You can also connect [Notion](https://fabric.so/marketplace/connections/notion/S7HtdFtL), [Google Drive](https://fabric.so/marketplace/connections/google-drive/x52cHqan), and [Gmail](https://fabric.so/marketplace/connections/gmail/5zZcTVqZ), and automate across many apps with [Zapier](https://fabric.so/marketplace/connections/zapier/6PbgsvZS).

Manage Stripe with AI: respond to payment events and create invoices, payment links, customers, and subscriptions with Fabric. Try Fabric free.

Stripe

Manage issues and pull requests, read files, and act on repos.

_Powered by Zapier._

### What is GitHub?
 
GitHub is where most software gets built and stored, repositories, branches, commits, pull requests, issues, reviews, releases. Working across it is a constant stream of actions: filing and triaging issues, opening and updating pull requests, reviewing, branching, checking files. This connection lets Fabric's assistant handle much of that for you, in plain language.
 
### What Fabric's assistant can do with GitHub
 
Once your GitHub is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can act on your repos from plain-language requests.
 
**Find and read.** Find a branch, repository, issue, pull request, user, or organization, get the contents of a file, and check organization membership, so you can locate code and context without leaving what you're doing.
 
**Manage issues and pull requests.** Create and update issues and pull requests, find or create either, add labels, create comments, and submit reviews, the everyday triage and review work.
 
**Work with code and repos.** Create branches, create or update files, delete branches, create gists, and set your profile status, so routine repo actions can be asked for rather than done by hand.
 
Because you ask in your own words, you describe what should happen and the assistant maps it to the right GitHub action or trigger.
 
### You stay in control
 
The assistant acts only when you ask. For anything consequential, creating or updating a file, deleting a branch, opening or updating a pull request, submitting a review, it confirms with you before going ahead, unless you've told it not to for a particular task. Finding, reading, and getting file contents never change anything in your repos.
 
When something should happen regularly, you can set up a [Fabric AI job](https://fabric.so/features/agents) that runs on a schedule, triaging and labelling new issues, commenting on pull requests, posting release notes, so the routine work runs itself while you keep approval over anything that changes code or branches.
 
### Search your GitHub from Fabric
 
Alongside the assistant, connecting GitHub adds keyword search over your GitHub content from Fabric's main search, so an issue, pull request, or repo is findable by matching text in the same place you search the rest of your library, rather than searching GitHub separately.
 
### How people use it
 
**Engineers** file and triage issues, open and update pull requests, and read file contents by asking, keeping the workflow moving without leaving their train of thought. It fits how Fabric works for [developers](https://fabric.so/for/developers).
 
**Maintainers** let repo activity, new issues, pull requests, review requests, trigger follow-on actions like labelling, commenting, or notifying.
 
**Teams** have the assistant handle routine review and triage, so the repetitive parts of keeping repos tidy take less attention.
 
**People with recurring repo chores** set up a scheduled [AI job](https://fabric.so/features/agents) to handle triage, labelling, or release notes, while keeping approval over anything that changes code.
 
### Frequently asked questions
 
**What does the GitHub connection do?**
 
It lets Fabric's [AI assistant](https://fabric.so/features/ai-assistant) work across your GitHub, taking actions like creating and updating issues and pull requests, reading files, creating branches, and submitting reviews. It also adds keyword search over your GitHub content in Fabric.
 
**What can the assistant do in GitHub?**
 
It can find branches, repos, issues, pull requests, and users, get file contents, check org membership, create and update issues and pull requests, add labels, create comments, branches, and gists, create or update files, delete branches, and submit reviews. You ask in plain language rather than choosing from a fixed list.
 
**Does the assistant change my repos on its own?**
 
No. It acts only when you ask, and for consequential actions, changing files, deleting branches, opening or updating pull requests, submitting reviews, it confirms with you first, unless you've deliberately told it not to for a specific task. Finding, reading, and getting file contents change nothing.
 
**Can I automate triage and review?**
 
Yes. A [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, for example labelling and triaging new issues or commenting on pull requests, while you keep approval over anything that changes code.
 
**Can I search my GitHub from Fabric?**
 
Yes, by keyword, from Fabric's main search, so an issue, pull request, or repo is findable by matching text alongside the rest of your library.
 
**How is this different from the GitHub Stars connection?**
 
The [GitHub Stars connection](https://fabric.so/marketplace/connections/github-stars/RufmnA3o) brings your starred repos into Fabric so they're searchable by what they do. This connection is the working one: the assistant acts across your repos, issues, and pull requests, and adds keyword search. One saves the repos you've bookmarked; the other helps you work. You can use both.
 
**Will it change code or delete branches without asking?**
 
No. Nothing that changes code, files, or branches happens without your confirmation, unless you've chosen to let a specific task run without it.
 
**Is my GitHub data secure?**
 
Everything in Fabric is encrypted in transit and at rest. The connection acts on your GitHub with your authorisation, and you control what it does. The details are in the [privacy and security guide](https://fabric.so/features/private-and-secure) and Fabric's [privacy commitment](https://fabric.so/info/privacy).
 
**Does this work through MCP or the API?**
 
Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api); this connection is the built-in way to have Fabric's own assistant work with your GitHub.
 
**Does Fabric work with other tools alongside GitHub?**
 
Yes. GitHub is one of many [connections](https://fabric.so/features/connections). You can also connect [Notion](https://fabric.so/marketplace/connections/notion/S7HtdFtL), [Google Drive](https://fabric.so/marketplace/connections/google-drive/x52cHqan), and [Gmail](https://fabric.so/marketplace/connections/gmail/5zZcTVqZ), and automate across many apps with [Zapier](https://fabric.so/marketplace/connections/zapier/6PbgsvZS).

Manage GitHub with AI: handle issues and pull requests, read files, create branches, and respond to activity by asking Fabric's assistant. Try Fabric free.

GitHub

Manage contacts, companies, deals, and tickets.

_Powered by Zapier._

### What is HubSpot?
 
HubSpot is a full CRM platform spanning sales, marketing, and service, contacts and companies, deals and pipeline, tickets, products, lists, and workflows. Keeping it current is constant work: logging contacts, moving deals through stages, updating companies, creating tickets, managing lists. This connection lets Fabric's assistant handle that for you, in plain language.
 
### What Fabric's assistant can do with HubSpot
 
Once your HubSpot is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can act on your CRM from plain-language requests.
 
**Find and read.** Find or get contacts, companies, deals, tickets, products, line items, and custom objects; find deals, associations, owners by email or ID, pipeline stage details, and products, so you can pull the record or context you need without opening HubSpot.
 
**Manage the pipeline.** Create and update deals and line items, move deals through stages, create and update companies and contacts, and manage the associations between them, so your pipeline stays current as work happens.
 
**Handle marketing and service.** Add and remove contacts from lists, add contacts to workflows, create engagements, form submissions, tickets, social messages, and blog posts, and update subscription preferences, so the marketing and support side stays in step too.
 
Because you ask in your own words, you describe what you want and the assistant maps it to the right HubSpot action or trigger.
 
### You stay in control
 
The assistant acts only when you ask. For anything consequential, deleting a CRM object, removing associations or a contact from a list, updating a record in a way that overwrites, it confirms with you before going ahead, unless you've told it not to for a particular task. Finding, getting, and reading records never change anything in your CRM.
 
When something should happen regularly, you can set up a [Fabric AI job](https://fabric.so/features/agents) that runs on a schedule, updating records in bulk, tidying lists, generating a routine report, so the routine CRM work runs itself while you keep approval over anything that deletes or overwrites.
 
### Search your HubSpot from Fabric
 
Alongside the assistant, connecting HubSpot adds keyword search over your CRM records from Fabric's main search, so a contact, company, or deal is findable by matching text in the same place you search the rest of your library, rather than searching HubSpot separately.
 
### How people use it
 
**Sales teams** keep the pipeline current by asking the assistant to create and update deals, log contacts, and move stages, rather than filling in fields by hand. It fits how Fabric works for [sales](https://fabric.so/for/sales).
 
**Founders** run their CRM without living in it, updating contacts and deals in a sentence while staying in their other work, useful for anyone [running lean](https://fabric.so/for/founders).
 
**Marketers** manage lists, workflows, forms, and engagements, and have contact and form activity trigger follow-on actions. It suits how Fabric works for [marketers](https://fabric.so/for/marketers).
 
**Teams with recurring CRM work** set up a scheduled [AI job](https://fabric.so/features/agents) to handle routine updates and follow-ups, while keeping approval over anything destructive.
 
### Frequently asked questions
 
**What does the HubSpot connection do?**
 
It lets Fabric's [AI assistant](https://fabric.so/features/ai-assistant) run your HubSpot CRM, taking actions across contacts, companies, deals, tickets, products, lists, and workflows. It also adds keyword search over your CRM in Fabric.
 
**What can the assistant do in HubSpot?**
 
It can find, get, create, update, and delete contacts, companies, deals, tickets, products, line items, and custom objects, manage associations and lists, add contacts to workflows, and create engagements, tickets, form submissions, social messages, and blog posts. You ask in plain language rather than choosing from a fixed list.
 
**Does the assistant change my CRM on its own?**
 
No. It acts only when you ask, and for consequential actions, deleting records, removing associations or list membership, overwriting data, it confirms with you first, unless you've deliberately told it not to for a specific task. Finding and reading change nothing.
 
**Can I automate CRM work?**
 
Yes. A [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, for example creating a ticket from a form or updating a deal on a stage change, while you keep approval over anything that deletes or overwrites.
 
**Can I search my HubSpot from Fabric?**
 
Yes, by keyword, from Fabric's main search, so a contact, company, or deal is findable by matching text alongside the rest of your library.
 
**How is this different from the Clay connection?**
 
The Clay connection works with Clay's data tables, finding and updating records. HubSpot is a full CRM platform, so this connection spans the whole funnel, contacts, companies, deals, tickets, lists, workflows, marketing, and service. Choose Clay for lightweight tables, HubSpot for a complete CRM.
 
**Will it delete records or overwrite data without asking?**
 
No. Nothing that deletes or overwrites happens without your confirmation, unless you've chosen to let a specific task run without it.
 
**Is my HubSpot data secure?**
 
Everything in Fabric is encrypted in transit and at rest. The connection acts on your CRM with your authorisation, and you control what it does. The details are in the [privacy and security guide](https://fabric.so/features/private-and-secure) and Fabric's [privacy commitment](https://fabric.so/info/privacy).
 
**Does this work through MCP or the API?**
 
Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api); this connection is the built-in way to have Fabric's own assistant work with your HubSpot.
 
**Does Fabric work with other tools alongside HubSpot?**
 
Yes. HubSpot is one of many [connections](https://fabric.so/features/connections). You can also connect [Notion](https://fabric.so/marketplace/connections/notion/S7HtdFtL), [Google Drive](https://fabric.so/marketplace/connections/google-drive/x52cHqan), and [Gmail](https://fabric.so/marketplace/connections/gmail/5zZcTVqZ), and automate across many apps with [Zapier](https://fabric.so/marketplace/connections/zapier/6PbgsvZS).

Manage HubSpot with AI: handle contacts, companies, deals, and tickets and respond to pipeline activity by asking Fabric's assistant. Try Fabric free.

HubSpot

Find, create, and update records, run reports, and launch flows in Salesforce.

_Powered by Zapier._

### What is Salesforce?
 
Salesforce is the enterprise CRM many organisations run their sales, service, and operations on, records and objects, leads and contacts, cases and campaigns, reports, and the flows and custom logic built on top. It's powerful and highly configured, which is also why day-to-day work in it is heavy: creating and updating records, converting leads, running reports, launching flows, keeping data clean. This connection lets Fabric's assistant handle that for you, in plain language.
 
### What Fabric's assistant can do with Salesforce
 
Once your Salesforce is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can act on your org from plain-language requests.
 
**Find and query.** Find records, child records, and records by query, get record attachments, and run custom SOQL and SOSL queries, so you can pull exactly the records you need, however your org is structured.
 
**Create and update records.** Create, update, and delete records, create child records with line-item support, find-or-create records, convert a lead to a contact, and create contacts, leads, notes, enhanced notes, files, and attachments, so keeping the CRM current becomes something you ask for.
 
**Run the business logic.** Add contacts and leads to campaigns, launch flows, run reports, send email, and call Apex REST, so the automation and reporting built into your org can be triggered without opening it.
 
You describe what you want and the assistant maps it to the right Salesforce action or trigger.
 
### You stay in control
 
The assistant acts only when you ask. For anything consequential, deleting a record, converting a lead, launching a flow, sending email, it confirms with you before going ahead, unless you've told it not to for a particular task. Finding, querying, and reading records never change anything in your org.
 
When something should happen regularly, you can set up a [Fabric AI job](https://fabric.so/features/agents) that runs on a schedule, creating a follow-up task when a record changes, adding new leads to a campaign, running a report on a cadence, so the routine work runs itself while you keep approval over anything that deletes, converts, or sends.
 
### Search your Salesforce from Fabric
 
Alongside the assistant, connecting Salesforce adds keyword search over your records from Fabric's main search, so a contact, lead, or case is findable by matching text in the same place you search the rest of your library, rather than searching Salesforce separately.
 
### How people use it
 
**Sales teams** keep records current and move leads and deals along by asking the assistant, rather than clicking through the org. It fits how Fabric works for [sales](https://fabric.so/for/sales).
 
**Ops and admins** use the query tools to pull exactly the records they need, and launch flows or run reports without building a new view each time.
 
**Consultants and account teams** keep client records and cases up to date and let record activity trigger follow-on work, useful for anyone working across [client accounts](https://fabric.so/for/consultants).
 
**Teams with recurring CRM work** set up a scheduled [AI job](https://fabric.so/features/agents) to handle routine updates and reporting, while keeping approval over anything destructive.
 
### Frequently asked questions
 
**What does the Salesforce connection do?**
 
It lets Fabric's [AI assistant](https://fabric.so/features/ai-assistant) run your Salesforce, taking actions like finding and querying records, creating and updating them, converting leads, launching flows, running reports, and sending email. It also adds keyword search over your records in Fabric.
 
**What can the assistant do in Salesforce?**
 
It can find records including by custom SOQL and SOSL query, create, update, and delete records, create child records with line items, convert leads, add to campaigns, launch flows, run reports, send email, create notes and files, and call Apex REST. You ask in plain language rather than choosing from a fixed list.
 
**Does the assistant change my org on its own?**
 
No. It acts only when you ask, and for consequential actions, deleting records, converting leads, launching flows, sending email, it confirms with you first, unless you've deliberately told it not to for a specific task. Finding and querying change nothing.
 
**Can I run reports and flows through it?**
 
Yes. The assistant can run reports and launch flows on request, and a [Fabric AI job](https://fabric.so/features/agents) can do so on a schedule, while you keep approval over consequential actions.
 
**Can I use SOQL or SOSL queries?**
 
Yes. It supports custom SOQL and SOSL queries, so you can pull exactly the records you need however your org is structured, useful for configured orgs with custom objects.
 
**Can I search my Salesforce from Fabric?**
 
Yes, by keyword, from Fabric's main search, so a record is findable by matching text alongside the rest of your library.
 
**How is this different from the HubSpot and Clay connections?**
 
All three work with CRMs. Clay is for lightweight data tables; HubSpot is a full sales, marketing, and service platform; Salesforce is the enterprise CRM, highly customisable, with query tools, custom objects, flows, and Apex. Choose the one your org runs on.
 
**Will it delete records or send email without asking?**
 
No. Nothing that deletes, converts, launches, or sends happens without your confirmation, unless you've chosen to let a specific task run without it.
 
**Is my Salesforce data secure?**
 
Everything in Fabric is encrypted in transit and at rest. The connection acts on your org with your authorisation, and you control what it does. The details are in the [privacy and security guide](https://fabric.so/features/private-and-secure) and Fabric's [privacy commitment](https://fabric.so/info/privacy).
 
**Does this work through MCP or the API?**
 
Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api); this connection is the built-in way to have Fabric's own assistant work with your Salesforce.
 
**Does Fabric work with other tools alongside Salesforce?**
 
Yes. Salesforce is one of many [connections](https://fabric.so/features/connections). You can also connect [Notion](https://fabric.so/marketplace/connections/notion/S7HtdFtL), [Google Drive](https://fabric.so/marketplace/connections/google-drive/x52cHqan), and [Gmail](https://fabric.so/marketplace/connections/gmail/5zZcTVqZ), and automate across many apps with [Zapier](https://fabric.so/marketplace/connections/zapier/6PbgsvZS).

Manage Salesforce with AI: find, create, and update records, run reports, and launch flows by asking Fabric's assistant, plus keyword search. Try Fabric free.

Salesforce

Log calls, move deals, and find contacts in your Pipedrive pipeline.

_Powered by Zapier._

### What is Pipedrive?

Pipedrive is a sales CRM built around a visual pipeline of deals moving through stages. Sales teams use it to track people, organizations, deals, activities and follow-ups. The pipeline only works if it is kept current, and logging every call, note and stage change by hand is where most of the time goes. This connection lets Fabric's assistant do that work for you, in plain language.

### What Fabric's assistant can do with Pipedrive

Once Pipedrive is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can read and update your pipeline from a simple request.

**Find anything in the pipeline.** Find Deals, Find Deals Associated With a Person, Find Persons, Find Organizations, Find Leads, Find Activities, Find Notes, Find Products, Find Product Variations, Find Project(s), Find Tasks and Find Users search your account, and Get Deal, Get Person, Get Organization, Get Lead, Get Note, Get Product, Get Project, Get Stage, Get User and Get Activity Type pull the detail. Ask which deals in negotiation have no activity scheduled and you get a list instead of a filter to build.

**Log the work after every call.** Create Note records what was said, Create Activity schedules the follow-up, and Attach File adds the proposal or contract. Update Deal moves a deal to its new stage or value, and Update Person and Update Organization keep contact details right. If your [meeting notes](https://fabric.so/use-cases/meeting-notes) live in Fabric, the assistant can turn them into Pipedrive updates in the same conversation.

**Add new business cleanly.** Create Deal, Create Lead, Create Person and Create Organization add new records, and the Find or Create actions for deals, people, organizations, activities, products, projects and tasks check for a match first so you avoid duplicates.

**Shape deals and projects.** Add Product to Deal, Add Discount to Deal and Add Product Variation build out what is being sold. Add/Remove Deal Labels and Add Label to Person keep segments tidy, and Add Follower keeps the right teammates informed. Create Project, Create Task, Update Project and Update Task manage delivery after the deal closes. API Request (Beta) reaches the Pipedrive API for anything else.

### You stay in control

The assistant works from your instructions, and it confirms with you before changing anything you have not clearly asked it to, unless you've told it not to for a particular task. Finding and reading records never changes your pipeline.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a Monday list of stalled deals by owner. The connection also includes events, such as New Deal, Updated Deal Stage, New Person and Deal Matching Filter, which can start an automation when the pipeline changes.

### Search your pipeline from Fabric

Connecting Pipedrive also adds keyword search over your CRM records from Fabric's main search, so a deal or contact is findable alongside the rest of your library.

### How people use it

**Sales reps** finish a call and ask the assistant to log the note, move the deal to the next stage and schedule the follow-up, all in one request.

**Sales managers** ask for every deal that has gone quiet for two weeks before the pipeline review.

**Founders doing their own selling** add a new lead, the person and their company from an email thread without filling in three forms.

**Account managers** set up the onboarding project and tasks as soon as a deal is won. For more on how [sales teams](https://fabric.so/teams/sales) use Fabric with their CRM, see the [CRM use case](https://fabric.so/use-cases/crm).

### Frequently asked questions

**What does the Pipedrive connection do?**

It lets Fabric's assistant find, create and update deals, leads, people, organizations, activities, notes, products, projects and tasks in Pipedrive, and it adds keyword search over your CRM in Fabric.

**Can I update a Pipedrive deal with AI?**

Yes. Tell the assistant what changed and Update Deal moves the stage, value or close date, while Create Note and Create Activity record the context and next step.

**Can it log my call notes to Pipedrive?**

Yes. Share the notes and the assistant adds them to the right deal, person or organization with Create Note.

**Will it create duplicate contacts?**

The Find or Create actions look for an existing person, organization or deal first, so the assistant only creates a new record when there is no match.

**Can it add products and discounts to a deal?**

Yes. Add Product to Deal and Add Discount to Deal build out the deal, and Create Product adds new items to your catalog.

**Does the assistant change my pipeline on its own?**

No. It acts on your instructions, and it confirms before making changes you have not clearly requested, unless you've told it not to for a specific task.

**Can I get a weekly pipeline summary?**

Yes. A [Fabric AI job](https://fabric.so/features/agents) can run on a schedule and summarize stalled deals, upcoming close dates or overdue activities.

**Is my Pipedrive data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does this work through MCP or the API?**

Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api). This connection is the built-in way for Fabric's own assistant to work with Pipedrive.

**Does Fabric work with other sales tools?**

Yes. You can also connect [HubSpot](https://fabric.so/marketplace/connections/hubspot/CCRDZvGi), [Salesforce](https://fabric.so/marketplace/connections/salesforce/C4Zw7mRO), [Gmail](https://fabric.so/marketplace/connections/gmail/nA96VxNL) and [Calendly](https://fabric.so/marketplace/connections/calendly/2NB0K5E0), along with many other [connections](https://fabric.so/features/connections).

Manage Pipedrive with AI: update deals, log notes and activities, add leads, and find contacts by asking Fabric's assistant, plus keyword search. Try Fabric free.

Pipedrive

Manage orders, products, inventory, and customers in Shopify.

_Powered by Zapier._

### What is Shopify?
 
Shopify is the platform many businesses run their online store on, orders, products, inventory, customers, fulfillment, and the storefront around them. Running it is a constant stream of operational work: processing and fulfilling orders, updating products and inventory, managing customers, handling refunds and drafts. This connection lets Fabric's assistant handle much of that for you, in plain language.
 
### What Fabric's assistant can do with Shopify
 
Once your Shopify is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can act on your store from plain-language requests.
 
**Find and read.** Find customers, orders, products, variants, and metafields, get an order or its fulfillment orders by ID, and find order transactions, so you can pull what you need without opening the admin.
 
**Manage orders.** Create and update orders and draft orders, add line items, capture an order, mark it as paid, create a fulfillment, and issue gift cards, so processing sales can be handed off.
 
**Manage products and inventory.** Create, update, and publish products and variants, update inventory items and quantities, and find-or-create products and variants, so your catalogue and stock stay current.
 
**Manage customers.** Create and update customers and companies, create a company location, and add or remove tags, so your customer records stay in order.
 
You describe what you want and the assistant maps it to the right Shopify action or trigger.
 
### You stay in control
 
The assistant acts only when you ask. For anything consequential, capturing an order, marking it paid, creating a fulfillment, publishing a product, updating inventory, it confirms with you before going ahead, unless you've told it not to for a particular task. Finding and reading never change anything in your store.
 
When something should happen regularly, you can set up a [Fabric AI job](https://fabric.so/features/agents) that runs on a schedule, tagging customers after an order, flagging abandoned carts, updating inventory from another source, so the routine store work runs itself while you keep approval over anything that captures, fulfils, or publishes.
 
### Search your Shopify from Fabric
 
Alongside the assistant, connecting Shopify adds keyword search over your store from Fabric's main search, so an order, product, or customer is findable by matching text in the same place you search the rest of your library, rather than searching the admin separately.
 
### How people use it
 
**Store owners** process and fulfil orders, update products, and manage inventory by asking, keeping the store running without living in the admin. It fits anyone [running a business on their own time](https://fabric.so/for/founders).
 
**Ops teams** let store activity, a new order, an abandoned cart, a refund, trigger follow-on actions like tagging, fulfilling, or notifying.
 
**Merchants managing a catalogue** create, update, and publish products and variants in bulk by asking, rather than editing each by hand.
 
**Teams with recurring store work** set up a scheduled [AI job](https://fabric.so/features/agents) to handle it, while keeping approval over anything that captures, fulfils, or publishes.
 
### Frequently asked questions
 
**What does the Shopify connection do?**
 
It lets Fabric's [AI assistant](https://fabric.so/features/ai-assistant) run your Shopify store, taking actions across orders, products, inventory, and customers. It also adds keyword search over your store in Fabric.
 
**What can the assistant do in Shopify?**
 
It can find customers, orders, products, variants, and transactions, create and update orders and draft orders, add line items, capture orders, mark paid, create fulfillments, issue gift cards, create, update, and publish products and variants, manage inventory, and create and update customers and companies. You ask in plain language rather than choosing from a fixed list.
 
**Does the assistant change my store on its own?**
 
No. It acts only when you ask, and for consequential actions, capturing or fulfilling orders, publishing products, updating inventory, it confirms with you first, unless you've deliberately told it not to for a specific task. Finding and reading change nothing.
 
**Can it fulfil and process orders?**
 
Yes. It can create fulfillments, capture orders, mark them paid, and add line items, with your confirmation on the consequential steps, so order processing can be handed off while you stay in control.
 
**Can I automate store operations?**
 
Yes. A [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, for example tagging customers after an order or flagging abandoned carts, while you keep approval over anything that captures, fulfils, or publishes.
 
**Can I search my Shopify from Fabric?**
 
Yes, by keyword, from Fabric's main search, so an order, product, or customer is findable by matching text alongside the rest of your library.
 
**Does it work well with the Stripe connection?**
 
Yes. Many stores handle payments through Stripe, so the two pair naturally: Shopify for store operations, the Stripe connection for payments, invoices, and subscriptions.
 
**Will it capture orders or publish products without asking?**
 
No. Nothing consequential happens without your confirmation, unless you've chosen to let a specific task run without it.
 
**Is my Shopify data secure?**
 
Everything in Fabric is encrypted in transit and at rest. The connection acts on your store with your authorisation, and you control what it does. The details are in the [privacy and security guide](https://fabric.so/features/private-and-secure) and Fabric's [privacy commitment](https://fabric.so/info/privacy).
 
**Does this work through MCP or the API?**
 
Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api); this connection is the built-in way to have Fabric's own assistant work with your Shopify.
 
**Does Fabric work with other tools alongside Shopify?**
 
Yes. Shopify is one of many [connections](https://fabric.so/features/connections). You can also connect [Notion](https://fabric.so/marketplace/connections/notion/S7HtdFtL), [Google Drive](https://fabric.so/marketplace/connections/google-drive/x52cHqan), and [Gmail](https://fabric.so/marketplace/connections/gmail/5zZcTVqZ), and automate across many apps with [Zapier](https://fabric.so/marketplace/connections/zapier/6PbgsvZS).

Manage Shopify with AI: handle orders, products, inventory, and customers and respond to store activity by asking Fabric's assistant. Try Fabric free.

Shopify

Create and send invoices, record expenses, and check payments in QuickBooks.

_Powered by Zapier._

### What is QuickBooks Online?

QuickBooks Online is Intuit's cloud accounting software for small businesses. It handles invoicing, bills, expenses, payments, customers, vendors and the books behind them. Most of the effort is in the small, frequent jobs: raising an invoice, recording an expense, chasing what is unpaid. This connection lets Fabric's assistant handle those jobs for you, in plain language.

### What Fabric's assistant can do with QuickBooks Online

Once QuickBooks Online is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can look things up and do routine bookkeeping from a simple request.

**Get answers from your books.** Find Invoice, Find Payment, Find Estimate, Find Sales Receipt, Find Purchase (Expense), Find Customer, Find Customer by Query, Find Vendor, Find Employee, Find Product, Find Products, Find Account and Find Class look things up, and Get Attachments retrieves the documents on a record. Ask whether a client has paid last month's invoice and you get the answer without opening QuickBooks.

**Invoice and get paid.** Create Invoice raises an invoice, Send Invoice emails it, and Update Invoice or Void Invoice correct one. Create Estimate and Send Estimate handle quotes, with Update Estimate for changes. Create Payment records money received, Create Sales Receipt and Send Sales Receipt cover payments taken on the spot, and Create Credit Memo and Create Refund Receipt handle credits and refunds.

**Record what you spend.** Create Expense and Update Purchase (Expense) log spending, Create Bill (Item Based) and Create Bill (Account Based) enter bills from suppliers, and Update Bill corrects one. Create Purchase Order, Create Vendor, Create Vendor Credit and Update Vendor manage the supplier side. Attach File(s) or Note keeps the receipt with the transaction.

**Keep records and the ledger tidy.** Create Customer, Update Customer, Create Product/Service and Update Product maintain your lists, with Find or Create actions for customers, vendors, employees, products and sales receipts to avoid duplicates. Create Deposit, Create Journal Entry, Create Employee and Create Time Activity cover the rest. API Request (Beta) reaches the QuickBooks API for anything else.

### You stay in control

The assistant works from your instructions. For anything with financial impact, such as voiding an invoice or posting a journal entry, it confirms with you before going ahead, unless you've told it not to for a particular task. Looking things up never changes your books.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a Friday list of overdue invoices. The connection also includes events, such as New Invoice, New Paid Invoice, New Expense and New Bill, which can start an automation when something is recorded.

### Search your books from Fabric

Connecting QuickBooks Online also adds keyword search over your records from Fabric's main search, so an invoice or customer is findable alongside the rest of your library.

### How people use it

**[Freelancers](https://fabric.so/for/freelancers)** ask the assistant to raise and send an invoice for a finished project, using the rates in their notes.

**Small business owners** forward a receipt and have it recorded as an expense with the image attached.

**[Consultants](https://fabric.so/for/consultants)** check which clients have unpaid invoices before a call, without logging in to QuickBooks.

**Bookkeepers** enter a batch of supplier bills and create the matching vendors in one request.

### Frequently asked questions

**What does the QuickBooks Online connection do?**

It lets Fabric's assistant find and create invoices, estimates, payments, sales receipts, expenses, bills, purchase orders, customers, vendors and products in QuickBooks Online, and it adds keyword search over your records in Fabric.

**Can I create and send a QuickBooks invoice with AI?**

Yes. Tell the assistant the customer, items and amounts, and Create Invoice raises it while Send Invoice emails it to the customer.

**Can it record expenses and receipts?**

Yes. Create Expense logs the spend and Attach File(s) or Note keeps the receipt with it.

**Can it tell me who has not paid?**

Yes. Find Invoice and Find Payment look up invoices and payments so the assistant can list what is still outstanding.

**Can it enter supplier bills?**

Yes. Create Bill (Item Based) and Create Bill (Account Based) enter bills, and Find or Create Vendor makes sure the supplier exists first.

**Does the assistant change my books on its own?**

No. It acts on your instructions, and it confirms before steps with financial impact, unless you've told it not to for a specific task.

**Can I automate invoice reminders?**

A [Fabric AI job](https://fabric.so/features/agents) can run on a schedule to find overdue invoices and send them again with Send Invoice.

**Is my QuickBooks data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your company with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does this work through MCP or the API?**

Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api). This connection is the built-in way for Fabric's own assistant to work with QuickBooks Online.

**Does Fabric work with other finance tools?**

Yes. You can also connect [Stripe](https://fabric.so/marketplace/connections/stripe/PrOBUKWc), [Shopify](https://fabric.so/marketplace/connections/shopify/pWnaEPsz) and [Google Sheets](https://fabric.so/marketplace/connections/google-sheets/vm2zoQgS), along with many other [connections](https://fabric.so/features/connections).

Manage QuickBooks Online with AI: create and send invoices, record expenses and bills, and check payments by asking Fabric's assistant. Try Fabric free.

QuickBooks Online

Create and send invoices, record payments, and find contacts in Xero.

_Powered by Zapier._

### What is Xero?

Xero is cloud accounting software for small and growing businesses. It covers sales invoices, quotes, bills, bank transactions, contacts, inventory, payroll and projects. The routine jobs, raising invoices, recording payments and keeping contacts current, add up quickly. This connection lets Fabric's assistant handle them for you, in plain language.

### What Fabric's assistant can do with Xero

Once Xero is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can look things up and do everyday accounting tasks from a simple request.

**Get answers from your accounts.** Find Invoice, Find Invoice by ID, Get Invoice History, Find Payment, Find Quote, Find Credit Note, Find Purchase Order, Find Contact, Find Item and Find Employee look things up. Ask what a customer owes or what happened on an invoice and you get the answer without opening Xero.

**Invoice and quote.** Create Sales Invoice raises an invoice, Send Sales Invoice by Email sends it, and Update Sales Invoice, Add Items to Existing Sales Invoice and Add Note to Invoice adjust it. Create Repeating Sales Invoice sets up a recurring one for retainers. Create New Quote Draft and Update Quote handle quotes before the work is agreed.

**Record money in and out.** Create Payment records a payment against an invoice or bill, Create Bill enters a supplier bill, and Create Bank Transaction and Create Bank Transfer record bank activity. Create Credit Note, Allocate Credit Note to Invoice and Delete Credit Note Allocation manage credits. Create Purchase Order and Update Purchase Order handle ordering, and Upload Attachment keeps the source document with the record.

**Keep contacts, stock and the rest up to date.** Create/Update Contact and Find or Create Contact maintain customers and suppliers without duplicates. Create Inventory Item, Find or Create Item and Add or Update Stock Items manage products. Create Employee, Update Employee, Create Project and Create Account cover the rest. API Request (Beta) reaches the Xero API for anything else.

### You stay in control

The assistant works from your instructions. For steps with financial impact, such as recording a payment or removing a credit note allocation, it confirms with you before going ahead, unless you've told it not to for a particular task. Looking things up never changes your accounts.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a weekly list of overdue invoices. The connection also includes events, such as New Sales Invoice, Overdue Sales Invoice, New Payment and New Bill, which can start an automation when something is recorded.

### Search your accounts from Fabric

Connecting Xero also adds keyword search over your records from Fabric's main search, so an invoice or contact is findable alongside the rest of your library.

### How people use it

**[Founders](https://fabric.so/for/founders)** ask for every unpaid invoice older than 30 days before a cash flow review.

**[Agency owners](https://fabric.so/for/agency-owners)** set up a repeating invoice for a new retainer client from the signed proposal in Fabric.

**Operations leads** enter supplier bills and attach the PDFs in one request.

**Small teams** send a quote draft to a prospect and turn it into an invoice when the work is agreed.

### Frequently asked questions

**What does the Xero connection do?**

It lets Fabric's assistant find and create sales invoices, quotes, bills, payments, credit notes, bank transactions, purchase orders, contacts and inventory items in Xero, and it adds keyword search over your records in Fabric.

**Can I create and send a Xero invoice with AI?**

Yes. Tell the assistant the contact, items and amounts. Create Sales Invoice raises it, and Send Sales Invoice by Email sends it.

**Can it set up repeating invoices?**

Yes. Create Repeating Sales Invoice creates a recurring invoice for retainers and subscriptions.

**Can it record a payment against an invoice?**

Yes. Create Payment records the payment, and Allocate Credit Note to Invoice applies any credit.

**Can it tell me what is overdue?**

Yes. Find Invoice looks up invoices so the assistant can list what is overdue and who owes it.

**Does the assistant change my accounts on its own?**

No. It acts on your instructions, and it confirms before steps with financial impact, unless you've told it not to for a specific task.

**Can I schedule a weekly accounts summary?**

Yes. A [Fabric AI job](https://fabric.so/features/agents) can run on a schedule and summarize overdue invoices, new bills or recent payments.

**Is my Xero data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your organization with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does this work through MCP or the API?**

Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api). This connection is the built-in way for Fabric's own assistant to work with Xero.

**Does Fabric work with other finance tools?**

Yes. You can also connect [Stripe](https://fabric.so/marketplace/connections/stripe/PrOBUKWc), [Shopify](https://fabric.so/marketplace/connections/shopify/pWnaEPsz) and [Google Sheets](https://fabric.so/marketplace/connections/google-sheets/vm2zoQgS), along with many other [connections](https://fabric.so/features/connections).

Manage Xero with AI: create and send invoices, set up repeating invoices, record payments, and find what is overdue with Fabric's assistant. Try Fabric free.

Xero

Manage merge requests and issues, create branches, and more.

_Powered by Zapier._

### What is GitLab?
 
GitLab is where many teams host code and run their development workflow, repositories, branches, commits, issues, merge requests, and the CI jobs that build and ship. Working across it is a constant stream of actions: opening and updating merge requests, filing issues, branching, commenting, reviewing. This connection lets Fabric's assistant handle much of that for you, in plain language.
 
### What Fabric's assistant can do with GitLab
 
Once your GitLab is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can act on your projects from plain-language requests.
 
**Find merge requests.** Find project, group, or all merge requests, so you can locate the work in flight without scanning projects.
 
**Manage issues and merge requests.** Create issues and merge requests, add notes to issues and merge requests, and update merge requests, the everyday triage and review work.
 
**Work with code.** Create branches and commits, so routine repo actions can be asked for rather than done by hand.
 
You describe what you want and the assistant maps it to the right GitLab action or trigger.
 
### You stay in control
 
The assistant acts only when you ask. For anything consequential, creating a commit or branch, opening or updating a merge request, it confirms with you before going ahead, unless you've told it not to for a particular task. Finding and reading never change anything in your projects.
 
When something should happen regularly, you can set up a [Fabric AI job](https://fabric.so/features/agents) that runs on a schedule, triaging new issues, commenting on merge requests, so the routine work runs itself while you keep approval over anything that changes code or merge requests.
 
### Search your GitLab from Fabric
 
Alongside the assistant, connecting GitLab adds keyword search over your GitLab content from Fabric's main search, so an issue or merge request is findable by matching text in the same place you search the rest of your library, rather than searching GitLab separately.
 
### How people use it
 
**Engineers** open and update merge requests, file issues, and create branches by asking, keeping the workflow moving without leaving their train of thought. It fits how Fabric works for [developers](https://fabric.so/for/developers).
 
**Maintainers** let repo activity, new issues, merge requests, review requests, trigger follow-on actions like commenting or notifying.
 
**Teams running CI** have job events trigger follow-up steps, so what happens in a pipeline can set something else in motion.
 
**People with recurring repo chores** set up a scheduled [AI job](https://fabric.so/features/agents) to handle triage and review notes, while keeping approval over anything that changes code.
 
### Frequently asked questions
 
**What does the GitLab connection do?**
 
It lets Fabric's [AI assistant](https://fabric.so/features/ai-assistant) work across your GitLab, taking actions like creating and updating merge requests, filing issues, and creating branches and commits. It also adds keyword search over your GitLab content in Fabric.
 
**What can the assistant do in GitLab?**
 
It can find project, group, and all merge requests, create issues and merge requests, add notes to issues and merge requests, update merge requests, and create branches and commits. You ask in plain language rather than choosing from a fixed list.
 
**Does the assistant change my projects on its own?**
 
No. It acts only when you ask, and for consequential actions, creating commits or branches, opening or updating merge requests, it confirms with you first, unless you've deliberately told it not to for a specific task. Finding and reading change nothing.
 
**Can I automate triage and review?**
 
Yes. A [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, for example triaging new issues or commenting on merge requests, while you keep approval over anything that changes code.
 
**Can I search my GitLab from Fabric?**
 
Yes, by keyword, from Fabric's main search, so an issue or merge request is findable by matching text alongside the rest of your library.
 
**How is this different from the GitHub connection?**
 
Both work with code hosting and the development workflow; this one is for GitLab, built around merge requests, issues, and CI jobs. If your code is on GitHub, the GitHub connection is the equivalent. Choose the one your repos are on.
 
**Is my GitLab data secure?**
 
Everything in Fabric is encrypted in transit and at rest. The connection acts on your GitLab with your authorisation, and you control what it does. The details are in the [privacy and security guide](https://fabric.so/features/private-and-secure) and Fabric's [privacy commitment](https://fabric.so/info/privacy).
 
**Does this work through MCP or the API?**
 
Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api); this connection is the built-in way to have Fabric's own assistant work with your GitLab.
 
**Does Fabric work with other tools alongside GitLab?**
 
Yes. GitLab is one of many [connections](https://fabric.so/features/connections). You can also connect [Notion](https://fabric.so/marketplace/connections/notion/S7HtdFtL), [Google Drive](https://fabric.so/marketplace/connections/google-drive/x52cHqan), and [Gmail](https://fabric.so/marketplace/connections/gmail/5zZcTVqZ), and automate across many apps with [Zapier](https://fabric.so/marketplace/connections/zapier/6PbgsvZS).

Manage GitLab with AI: handle merge requests and issues, create branches and commits, and respond to activity by asking Fabric's assistant. Try Fabric free.

GitLab

Check payments, find refunds, and create and send PayPal invoices.

_Powered by Zapier._

### What is PayPal?

PayPal is an online payments platform used to send and receive money, take card and PayPal payments, send invoices and run subscriptions. For freelancers and small businesses it is often where client payments land. Checking whether something was paid, finding a transaction or sending an invoice usually means logging in and searching. This connection lets Fabric's assistant do that for you, in plain language.

### What Fabric's assistant can do with PayPal

Once PayPal is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can look up activity and invoice clients from a simple request.

**Find payments and orders.** Search Captured Payment, Search Authorized Payment, Search Order and Search Refund look up transactions, so you can ask whether a client's payment came through or when a refund was issued without digging through your activity.

**Invoice clients.** Create Invoice drafts an invoice and Send Invoice sends it to the customer. Search Invoice finds existing invoices and their status, which makes it simple to see what is still unpaid. Create Payment creates a new payment in your account.

**Check subscriptions and products.** Search Billing Subscription, Search Plan and Search Product look up your recurring billing setup, so you can check a customer's subscription or what a plan costs.

### You stay in control

The assistant works from your instructions. For anything that moves money or sends an invoice, it confirms with you before going ahead, unless you've told it not to for a particular task. Searching never changes your account.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a weekly list of unpaid invoices. The connection also includes events, such as New Invoice and webhook triggers for payments, refunds, failed payments and subscriptions, which can start an automation when activity happens in PayPal.

### Search your PayPal activity from Fabric

Connecting PayPal also adds keyword search over your PayPal records from Fabric's main search, so a transaction or invoice is findable alongside the rest of your library.

### How people use it

**[Freelancers](https://fabric.so/for/freelancers)** create and send an invoice for finished work from the project notes in Fabric.

**[Solopreneurs](https://fabric.so/for/solopreneurs)** check whether a client has paid before following up.

**Small online sellers** look up an order and its refund status when a customer emails.

**Subscription businesses** check a customer's billing subscription and plan before a support reply.

### Frequently asked questions

**What does the PayPal connection do?**

It lets Fabric's assistant search payments, orders, refunds, invoices, subscriptions, plans and products in PayPal, create and send invoices, and create payments, and it adds keyword search over your PayPal records in Fabric.

**Can I send a PayPal invoice with AI?**

Yes. Give the assistant the client, items and amounts. Create Invoice drafts it and Send Invoice sends it.

**Can it check whether I have been paid?**

Yes. Search Captured Payment and Search Invoice find the payment or invoice and its status.

**Can it look up refunds?**

Yes. Search Refund finds refunds and their details.

**Can it check a customer's subscription?**

Yes. Search Billing Subscription and Search Plan look up subscriptions and the plans behind them.

**Does the assistant move money on its own?**

No. It acts on your instructions, and it confirms before anything that moves money or sends an invoice, unless you've told it not to for a specific task.

**Can I get a weekly list of unpaid invoices?**

Yes. A [Fabric AI job](https://fabric.so/features/agents) can run on a schedule and list invoices that are still unpaid.

**Is my PayPal data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does this work through MCP or the API?**

Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api). This connection is the built-in way for Fabric's own assistant to work with PayPal.

**Does Fabric work with other payment tools?**

Yes. You can also connect [Stripe](https://fabric.so/marketplace/connections/stripe/PrOBUKWc), [Shopify](https://fabric.so/marketplace/connections/shopify/pWnaEPsz) and [Gmail](https://fabric.so/marketplace/connections/gmail/nA96VxNL), along with many other [connections](https://fabric.so/features/connections).

Manage PayPal with AI: check payments, look up orders and refunds, and create and send invoices by asking Fabric's assistant. Try Fabric free.

PayPal

Check spend, issue cards, and manage users and limits in Brex.

_Powered by Zapier._

### What is Brex?

Brex is a spend management platform for companies, combining corporate cards, business accounts, expenses, bill pay and budgets. Finance and operations teams use it to control who can spend what. Much of the work is administrative: issuing cards for new hires, adjusting limits, answering questions about a charge. This connection lets Fabric's assistant handle those tasks for you, in plain language.

### What Fabric's assistant can do with Brex

Once Brex is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can answer spend questions and handle routine admin from a simple request.

**Answer questions about spend.** Get Card Transactions, Get Cash Transactions, List Expenses and List Cash Accounts pull activity, and Find a Card by ID, Find a User, Find User by Email, Find Vendor by Name, Find Department by Name and Find Location by Name fill in who and where. Ask what the team spent on software last month, or what a charge from a vendor was, and you get an answer without exporting a report.

**Set people up and manage access.** Create User adds a team member, Update User changes their details, Set User Limit adjusts their spending limit, and Disable User removes access when someone leaves. Create Card issues a card, and Email Card Details sends a card's details to the cardholder. These are the steps that usually sit in an [onboarding](https://fabric.so/use-cases/onboarding) or offboarding checklist.

**Keep vendors and structure tidy.** Create Vendor and Update Vendor by Name maintain vendors. Create Department, Create Location, Search or Create Department and Search or Create Location keep your company structure in step with reality.

**Move money and manage budgets.** Create Transfer starts a transfer from your Brex account. For Brex Empower customers, Get a Budget, Creates a Budget and Update a Budget manage budgets.

### You stay in control

The assistant works from your instructions. For anything that moves money, issues a card, changes a limit or disables a user, it confirms with you before going ahead, unless you've told it not to for a particular task. Looking up transactions never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a Monday summary of last week's card spend by department. The connection also includes events, such as Pending Card Transactions, Transfer Processed and Transfer Failed, which can start an automation when activity happens.

### Search your spend from Fabric

Connecting Brex also adds keyword search over your Brex records from Fabric's main search, so a vendor or transaction is findable alongside the rest of your library.

### How people use it

**Finance leads** ask for software spend by department before a budget review.

**[People ops teams](https://fabric.so/teams/people-ops)** add a new hire as a user, issue a card and set the limit from the onboarding checklist in Fabric.

**[Founders](https://fabric.so/for/founders)** check what a charge was and which card it came from without logging in.

**Operations managers** disable a departing employee and confirm their card activity in one request.

### Frequently asked questions

**What does the Brex connection do?**

It lets Fabric's assistant look up card and cash transactions, expenses, users, vendors, departments and locations in Brex, manage users, cards, limits and vendors, start transfers and manage budgets for Brex Empower customers. It also adds keyword search over your Brex records in Fabric.

**Can I check company spend with AI?**

Yes. Ask about a period, vendor or department and the assistant pulls the transactions and summarizes them.

**Can it issue a card for a new hire?**

Yes. Create User adds them, Create Card issues the card, and Set User Limit sets their limit, with a confirmation before each step.

**Can it offboard someone?**

Yes. Disable User removes their access, after you confirm.

**Can it manage budgets?**

For Brex Empower customers, yes. Get a Budget, Creates a Budget and Update a Budget work with budgets.

**Does the assistant move money on its own?**

No. It acts on your instructions, and it confirms before transfers, card changes or user changes, unless you've told it not to for a specific task.

**Can I get a weekly spend summary?**

Yes. A [Fabric AI job](https://fabric.so/features/agents) can run on a schedule and summarize spend by person, department or vendor.

**Is my Brex data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does this work through MCP or the API?**

Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api). This connection is the built-in way for Fabric's own assistant to work with Brex.

**Does Fabric work with other finance tools?**

Yes. You can also connect [Stripe](https://fabric.so/marketplace/connections/stripe/PrOBUKWc), [Google Sheets](https://fabric.so/marketplace/connections/google-sheets/vm2zoQgS) and [Slack](https://fabric.so/marketplace/connections/slack/89at81Ak).

Manage Brex with AI: check card spend, issue cards, set limits, and onboard or offboard users with Fabric's assistant, plus keyword search. Try Fabric free.

Brex

See who is out, handle time off, and update employee records in BambooHR.

_Powered by Zapier._

### What is BambooHR?

BambooHR is HR software for small and medium sized businesses. It holds employee records, time off, onboarding and offboarding, documents and time tracking. People teams spend a lot of their week on small updates and questions, such as who is out today, adding a new hire or filing a signed document. This connection lets Fabric's assistant handle those for you, in plain language.

### What Fabric's assistant can do with BambooHR

Once BambooHR is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can answer people questions and keep records current from a simple request.

**See who is out.** Get Summary of Who's Out shows who is away and when, so you can ask who is off this week before planning a meeting or a launch.

**Handle time off.** Respond to Time Off Request approves or denies a request, so a manager can act on it without opening BambooHR.

**Keep employee records current.** Find Employee looks someone up, Update Employee changes their details, such as a new title, manager or location, and Create Employee or Find or Create Employee adds a new hire. Upload Employee File files a signed offer, contract or certificate in their record.

**Track time.** Add Timesheet Clock Entries records clock in and clock out times for hourly staff. API Request (Beta) reaches the BambooHR API for anything else.

### You stay in control

The assistant works from your instructions. For changes to employee records or time off decisions, it confirms with you before going ahead, unless you've told it not to for a particular task. Looking people up never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a Monday summary of who is out this week. The connection also includes events, such as New Employee, New Employee Started, Updated Employee, Terminated Employee and New Time Off Request, which can start an automation when something changes.

### Search your people records from Fabric

Connecting BambooHR also adds keyword search over your BambooHR records from Fabric's main search, so an employee is findable alongside the rest of your library.

### How people use it

**[People ops teams](https://fabric.so/teams/people-ops)** add a new hire from the signed offer and upload the document to their record in one request.

**Managers** check who is out before scheduling a team meeting, and approve time off requests from Fabric.

**Operations leads** update titles and managers after a reorg from a list in their notes.

**Teams running [onboarding](https://fabric.so/solutions/onboarding) in Fabric** keep the HR record and the onboarding plan in step.

### Frequently asked questions

**What does the BambooHR connection do?**

It lets Fabric's assistant find, create and update employees, upload employee files, see who is out, respond to time off requests and add timesheet entries in BambooHR, and it adds keyword search over your records in Fabric.

**Can I see who is out of office with AI?**

Yes. Ask who is out today or this week and the assistant uses Get Summary of Who's Out.

**Can the assistant approve time off?**

Yes. Respond to Time Off Request approves or denies a request after you confirm.

**Can it add a new hire to BambooHR?**

Yes. Create Employee adds them, and Find or Create Employee checks they do not already exist.

**Can it upload documents to an employee record?**

Yes. Upload Employee File adds a file such as a contract or certificate.

**Can it record timesheet hours?**

Yes. Add Timesheet Clock Entries adds clock in and clock out entries.

**Does the assistant change records on its own?**

No. It acts on your instructions, and it confirms before changes to employee records or time off, unless you've told it not to for a specific task.

**Is my BambooHR data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does this work through MCP or the API?**

Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api). This connection is the built-in way for Fabric's own assistant to work with BambooHR.

**Does Fabric work with other team tools?**

Yes. You can also connect [Slack](https://fabric.so/marketplace/connections/slack/89at81Ak), [Microsoft Teams](https://fabric.so/marketplace/connections/microsoft-teams/egL082KM) and [Google Calendar](https://fabric.so/marketplace/connections/google-calendar/Mu9ZrBib).

Manage BambooHR with AI: see who is out, respond to time off requests, add new hires, and update employee records with Fabric's assistant. Try Fabric free.

BambooHR

Subscribe to an RSS feed and every new post is saved to Fabric.

### What is the RSS Feeds connection?
 
The RSS Feeds connection lets you follow a source and have everything it publishes saved into Fabric on its own. Add a feed, and each time it puts out a new post, Fabric captures it automatically as a bookmark, scrapes the full page text, and files it in your library. The reading you mean to keep up with stops depending on you remembering to save it. It just arrives.
 
Most of the things you follow, blogs, news sites, newsletters, publications, live behind tabs you keep open as reminders and forget. This connection turns any of them into a stream that collects itself in one searchable place.
 
### What you get
 
**Every new item, captured for you.** Once a feed is connected, Fabric watches it, and each new post is saved automatically. There's no clipping, no forwarding, no remembering, the manual save you'd otherwise do for every article you want to keep is simply handled.
 
**The full text, not just a link.** Fabric scrapes the page, so what's captured is the article itself, its full text, and not merely a headline and a URL. That means you can actually search and work with what the piece said, rather than just knowing it exists. (Content behind a paywall is the exception, since it can't be scraped.)
 
**A growing archive of what you follow.** Over time, the feeds you connect build into a body of everything the sources you care about have published since you started following them, all in one place instead of scattered across sites and inboxes.
 
### Searchable by meaning, alongside everything else
 
Captured items aren't a separate list off to one side. They land in your Fabric library and get the same treatment as everything else you save. Every article is [searchable by meaning](https://fabric.so/features/search), so you can find a piece by describing what it was about, months later, even if you never read it at the time and don't recall the title or which feed it came from.
 
They connect outward, too. A post captured from a feed sits alongside the notes, PDFs, and clippings you've saved on the same subject, because Fabric maps the relationships across your whole library. And the [AI assistant](https://fabric.so/features/ai-assistant) can work across your captured reading, telling you what's been published on a topic, pulling together what several pieces said, or surfacing the one relevant to what you're working on now. You can read captured items in Fabric's [reader](https://fabric.so/features/reader) as well.
 
### How people use it
 
**Researchers and analysts** follow the publications and blogs in their field and let Fabric collect every new piece, so their reading builds into a searchable archive rather than a pile of open tabs.
 
**Founders and operators** track competitors, industry news, and the writers they learn from, and find what was published when it becomes relevant, rather than trying to remember where they saw it.
 
**Content creators and marketers** follow the sources they draw ideas from, so inspiration and reference collect automatically and stay searchable when it's time to make something.
 
**Anyone with too many tabs** points their feeds at Fabric and lets the reading they mean to get to gather in one place, findable by meaning whenever they need it.
 
### Frequently asked questions
 
**What does the RSS Feeds connection do?**
 
It follows an RSS feed and automatically saves every new item it publishes into Fabric, scraping the full page text so the article is captured, not just its link. Everything saved is searchable by meaning alongside the rest of your library.
 
**What can I point it at?**
 
Any RSS feed. A great many sites, blogs, news outlets, and publications offer one, so you can follow most of the sources you read this way.
 
**Does it capture the full article or just a link?**
 
The full article. Fabric scrapes the page, so the piece's text comes in and is searchable, not merely a headline and URL. The exception is content behind a paywall, which can't be scraped.
 
**Do I have to save each post myself?**
 
No. That's the point of the connection. Once a feed is connected, new posts are captured automatically as they're published, with no clipping or forwarding on your part.
 
**Are captured items searchable by meaning?**
 
Yes. They get Fabric's full treatment, [semantic search](https://fabric.so/features/search), connections to your other material, and access by the [AI assistant](https://fabric.so/features/ai-assistant), the same as anything else you save.
 
**Can the AI assistant work with my captured reading?**
 
Yes. The [AI assistant](https://fabric.so/features/ai-assistant) can tell you what's been published on a topic across your feeds, summarise what several pieces said, or surface the one relevant to what you're doing.
 
**What happens to older posts when I add a feed?**
 
The connection captures new items as the feed publishes them going forward. It's built to keep you current with a source over time, collecting what comes next.
 
**Can I follow more than one feed?**
 
Yes. Connect as many feeds as you like, and Fabric captures across all of them into the same searchable library.
 
**Is my data private?**
 
Yes. Everything in Fabric is encrypted in transit and at rest and is visible only to you. The details are in the [privacy and security guide](https://fabric.so/features/private-and-secure) and Fabric's [privacy commitment](https://fabric.so/info/privacy).
 
**Does Fabric work with other sources too?**
 
Yes. RSS Feeds is one of many [connections](https://fabric.so/features/connections). You can also bring in content from [Google Drive](https://fabric.so/marketplace/connections/google-drive/x52cHqan), [Notion](https://fabric.so/marketplace/connections/notion/S7HtdFtL), and [Gmail](https://fabric.so/marketplace/connections/gmail/5zZcTVqZ), and search across all of it together.

Follow any RSS feed in Fabric and every new post is saved automatically, with full text, searchable by meaning alongside everything else. Try Fabric free.

Add leads, update opportunities, and start or stop workflows in LeadConnector.

_Powered by Zapier._

### What is LeadConnector?

LeadConnector is the CRM and marketing automation platform behind HighLevel, widely used by marketing agencies and service businesses to capture leads, run follow-up workflows and track opportunities through a pipeline. Most of the effort is in getting new leads into the system and into the right workflow quickly. This connection lets Fabric's assistant do that for you, in plain language.

### What Fabric's assistant can do with LeadConnector

Once LeadConnector is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can add and update leads and control their workflows from a simple request.

**Add and update contacts.** Add/Update Contact creates a contact or updates the existing one, so a lead from an email, a call or an event list goes straight into your CRM with the details you have.

**Track opportunities.** Add/Update Opportunity creates or updates an opportunity in your pipeline, such as moving it to a new stage or changing its value after a call.

**Start and stop follow-up.** Add Lead to Workflow enrolls a contact in one of your workflows, such as a nurture sequence or appointment reminders. Stop All Workflows for Lead stops every workflow for that contact, for example when they book or ask not to be contacted.

**Set the next step.** Add Task creates a task on a contact so someone follows up.

### You stay in control

The assistant works from your instructions, and it confirms with you before starting or stopping workflows, unless you've told it not to for a particular task.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as adding the week's event leads from a shared note. The connection also includes the event Pipeline Stage Changed, which can start an automation when an opportunity moves.

### How people use it

**[Agency owners](https://fabric.so/for/agency-owners)** add leads from a client's event list and enroll them in the client's nurture workflow.

**Service businesses** stop all workflows for a lead as soon as they book, so no one gets an extra reminder.

**Sales reps** update an opportunity after a call and add a follow-up task in one request.

**Teams running their [CRM](https://fabric.so/use-cases/crm) work alongside Fabric** keep notes in Fabric and push the outcome into LeadConnector.

### Frequently asked questions

**What does the LeadConnector connection do?**

It lets Fabric's assistant add and update contacts and opportunities, add contacts to workflows, stop all workflows for a contact, and add tasks in LeadConnector.

**Is LeadConnector the same as HighLevel?**

LeadConnector is the platform behind HighLevel, often called GoHighLevel. If you use HighLevel, this is the connection for it.

**Can I add a lead to a HighLevel workflow with AI?**

Yes. Add Lead to Workflow enrolls the contact in the workflow you name, after you confirm.

**Can it stop follow-up for a lead?**

Yes. Stop All Workflows for Lead stops every workflow for that contact.

**Can it update an opportunity?**

Yes. Add/Update Opportunity creates or updates it, including stage and value.

**Can the assistant look up contacts?**

There is no dedicated search action. Add/Update Contact matches an existing contact when it adds or updates one.

**Does the assistant change my CRM on its own?**

No. It acts on your instructions.

**Is my LeadConnector data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other sales tools?**

Yes. You can also connect [HubSpot](https://fabric.so/marketplace/connections/hubspot/CCRDZvGi), [Salesforce](https://fabric.so/marketplace/connections/salesforce/C4Zw7mRO), [Calendly](https://fabric.so/marketplace/connections/calendly/2NB0K5E0) and [Gmail](https://fabric.so/marketplace/connections/gmail/nA96VxNL).

Manage LeadConnector (HighLevel) with AI: add contacts, update opportunities, and start or stop workflows by asking Fabric's assistant. Try Fabric free.

LeadConnector

Find and update leads, contacts, and deals in Zoho CRM.

_Powered by Zapier._

### What is Zoho CRM?

Zoho CRM is a customer relationship management platform from Zoho, used by sales teams to manage leads, contacts, accounts and deals in modules they can customize. Keeping those records current after every call and email is where the time goes. This connection lets Fabric's assistant handle that for you, in plain language.

### What Fabric's assistant can do with Zoho CRM

Once Zoho CRM is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can read and update your CRM from a simple request.

**Find records.** Find Module Entry and Find Module Entries search any module, such as Leads, Contacts, Accounts or Deals. Ask which deals are in negotiation for a region and you get a list without building a view.

**Add and update records.** Create Module Entry adds a record to any module, Update Module Entry changes one, and Create/Update Module Entry checks for an existing record first. Update Related Module Entry updates records linked to another, such as the contacts under an account. If your [meeting notes](https://fabric.so/use-cases/meeting-notes) are in Fabric, the assistant can turn them into CRM updates.

**Move leads forward.** Convert Lead turns a qualified lead into a contact, account and deal. Add Tag labels records for segmenting, and Add Attachment adds a proposal or contract. API Request (Beta) reaches the Zoho CRM API for anything else.

### You stay in control

The assistant works from your instructions, and it confirms with you before changes you have not clearly requested, unless you've told it not to for a particular task. Finding records never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a weekly list of deals with no recent activity. The connection also includes events, such as New Lead, New Contact, New Module Entry and Updated Module Entry, which can start an automation.

### Search your CRM from Fabric

Connecting Zoho CRM also adds keyword search over your CRM records from Fabric's main search, so a contact or deal is findable alongside the rest of your library.

### How people use it

**Sales reps** update a deal and attach the proposal after a call in one request.

**Sales managers** ask for every deal that has not moved in two weeks before the pipeline review.

**SDRs** convert a qualified lead and tag it for the right campaign.

**[Sales teams](https://fabric.so/teams/sales)** keep account research in Fabric and push the outcome into Zoho. See also the [CRM use case](https://fabric.so/use-cases/crm).

### Frequently asked questions

**What does the Zoho CRM connection do?**

It lets Fabric's assistant find, create and update records in any Zoho CRM module, update related records, convert leads, add tags and attach files, and it adds keyword search over your CRM in Fabric.

**Can I update Zoho CRM with AI?**

Yes. Tell the assistant what changed and it updates the record with Update Module Entry.

**Does it work with custom modules?**

Yes. The module actions work with standard and custom modules.

**Can it convert leads?**

Yes. Convert Lead turns a lead into a contact, account and deal.

**Will it create duplicates?**

Create/Update Module Entry checks for an existing record before creating one.

**Can it attach files to records?**

Yes. Add Attachment adds a file to a record.

**Does the assistant change records on its own?**

No. It acts on your instructions.

**Is my Zoho CRM data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does this work through MCP or the API?**

Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api).

**Does Fabric work with other sales tools?**

Yes. You can also connect [HubSpot](https://fabric.so/marketplace/connections/hubspot/CCRDZvGi), [Salesforce](https://fabric.so/marketplace/connections/salesforce/C4Zw7mRO) and [Gmail](https://fabric.so/marketplace/connections/gmail/nA96VxNL).

Manage Zoho CRM with AI: find and update records, convert leads, add tags, and attach files by asking Fabric's assistant, plus keyword search. Try Fabric free.

Zoho CRM

Log calls, update stages, and manage action plans in Follow Up Boss.

_Powered by Zapier._

### What is Follow Up Boss?

Follow Up Boss is a CRM built for real estate agents and teams. It collects leads from listing sites and ads, assigns them to agents, and keeps follow-up on track with action plans, tasks and call logs. Agents lose time logging calls, updating stages and making sure no lead goes cold. This connection lets Fabric's assistant handle that for you, in plain language.

### What Fabric's assistant can do with Follow Up Boss

Once Follow Up Boss is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can work your database from a simple request.

**Log the work after every conversation.** Log Call records a call, Create Note adds what was said, and Create Task sets the next follow-up. Change Stage of a Contact moves a lead from new to active or under contract, and Add Tags to a Contact labels them, for example by neighborhood or price range.

**Find and update contacts.** Find a Contact looks someone up and Update Contact changes their details. Create Contact Without Triggering Action Plans adds a contact quietly, useful for past clients or referrals you do not want dropped into an automated sequence. Attach File to Contact keeps a document with the record.

**Control follow-up plans.** Apply an Action Plan to a Contact starts an automated follow-up plan, and Pause an Action Plan for a Contact pauses it when the lead responds.

**Manage the team and deals.** Reassign Agent moves a lead to another agent, Add Collaborators brings a teammate in, and Create Deal tracks a transaction. API Request (Beta) reaches the Follow Up Boss API for anything else.

### You stay in control

The assistant works from your instructions, and it confirms with you before starting action plans or reassigning leads, unless you've told it not to for a particular task. Looking contacts up never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a morning list of leads with no contact in a week. The connection also includes events, such as New Contact, Person Stage Updated, New Deal and New Inquiry or Website Event, which can start an automation.

### Search your contacts from Fabric

Connecting Follow Up Boss also adds keyword search over your contacts from Fabric's main search, so a client is findable alongside your notes on them.

### How people use it

**Agents** log a showing call, add notes and set the follow-up task in one request.

**Team leads** reassign leads from an agent who is away.

**Agents with a referral list** add past clients without triggering a new lead sequence.

**[Sales teams](https://fabric.so/teams/sales) in real estate** pause an action plan as soon as a lead replies.

### Frequently asked questions

**What does the Follow Up Boss connection do?**

It lets Fabric's assistant find and update contacts, log calls, add notes and tasks, change stages and tags, start or pause action plans, reassign agents, add collaborators, attach files and create deals, and it adds keyword search over your contacts in Fabric.

**Can I log a call in Follow Up Boss with AI?**

Yes. Tell the assistant how the call went and Log Call records it, with Create Note and Create Task for the details and next step.

**Can it change a lead's stage?**

Yes. Change Stage of a Contact moves the lead to the stage you name.

**Can it start or pause an action plan?**

Yes. Apply an Action Plan to a Contact starts one and Pause an Action Plan for a Contact pauses it, after you confirm.

**Can it add a contact without starting automations?**

Yes. Create Contact Without Triggering Action Plans adds them quietly.

**Can it reassign a lead?**

Yes. Reassign Agent moves the lead to another agent.

**Does the assistant change contacts on its own?**

No. It acts on your instructions.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other tools agents use?**

Yes. You can also connect [Gmail](https://fabric.so/marketplace/connections/gmail/nA96VxNL), [Google Calendar](https://fabric.so/marketplace/connections/google-calendar/Mu9ZrBib) and [Calendly](https://fabric.so/marketplace/connections/calendly/2NB0K5E0). For more on CRM work in Fabric, see the [CRM use case](https://fabric.so/use-cases/crm).

Manage Follow Up Boss with AI: log calls and notes, change lead stages, start or pause action plans, and reassign leads with Fabric's assistant. Try Fabric free.

Follow Up Boss

Find orders and customers, send invoices, and update inventory in Square.

_Powered by Zapier._

### What is Square?

Square is a payments and point of sale platform for in person and online businesses such as shops, cafes, salons and service providers. It handles payments, orders, invoices, customers, appointments and inventory. Much of the admin is looking things up and keeping customer and stock records right. This connection lets Fabric's assistant handle that for you, in plain language.

### What Fabric's assistant can do with Square

Once Square is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can work with your Square account from a simple request.

**Look things up.** Find Order, Find Order by ID, Find Customer, Find Customer by ID and Find Service find orders, customers and services, so you can check a customer's last order or what a service costs without opening the dashboard.

**Invoice and take orders.** Create Invoice drafts an invoice and Send Invoice sends it. Create Paid Order records an order that has already been paid, and Refund Payment issues a refund.

**Manage customers.** Create Customer and Update Customer keep records current, Set Customer Custom Attribute stores extra details, and Add Customer to Group and Remove Customer From Group manage segments such as VIPs or wholesale accounts.

**Book and stock.** Create Appointment books a client into Square Appointments, and Change Inventory adjusts stock levels. API Request (Beta) reaches the Square API for anything else.

### You stay in control

The assistant works from your instructions. For anything that moves money, such as a refund, or sends an invoice, it confirms with you before going ahead, unless you've told it not to for a particular task. Looking things up never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a weekly list of unpaid invoices. The connection also includes events, such as New Payment, New Order, New Invoice, New Customer and New Appointment, which can start an automation.

### Search your Square records from Fabric

Connecting Square also adds keyword search over your Square records from Fabric's main search, so a customer or order is findable alongside the rest of your library.

### How people use it

**Shop owners** check a customer's order history before answering a question.

**Service businesses** book an appointment and send the invoice in one request.

**Cafe and retail managers** adjust inventory after a delivery from a list in Fabric.

**[Founders](https://fabric.so/for/founders)** tag wholesale customers into a group for a special offer.

### Frequently asked questions

**What does the Square connection do?**

It lets Fabric's assistant find orders, customers and services, create and send invoices, record paid orders, issue refunds, manage customers and groups, book appointments and change inventory, and it adds keyword search over your Square records in Fabric.

**Can I send a Square invoice with AI?**

Yes. Create Invoice drafts it and Send Invoice sends it, after you confirm.

**Can it issue a refund?**

Yes. Refund Payment refunds a payment, with a confirmation first.

**Can it book appointments?**

Yes. Create Appointment books a client into Square Appointments.

**Can it update inventory?**

Yes. Change Inventory adjusts stock levels.

**Does the assistant move money on its own?**

No. It acts on your instructions, and it confirms before refunds and invoices.

**Is my Square data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does this work through MCP or the API?**

Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api).

**Does Fabric work with other commerce tools?**

Yes. You can also connect [Shopify](https://fabric.so/marketplace/connections/shopify/pWnaEPsz), [Stripe](https://fabric.so/marketplace/connections/stripe/PrOBUKWc) and [Google Sheets](https://fabric.so/marketplace/connections/google-sheets/vm2zoQgS).

Manage Square with AI: find orders and customers, send invoices, issue refunds, book appointments, and update stock with Fabric's assistant. Try Fabric free.

Square

Find orders, update prices and stock, and create coupons in WooCommerce.

_Powered by Zapier._

### What is WooCommerce?

WooCommerce is the ecommerce plugin for WordPress, used by stores of every size to sell products, subscriptions, bookings and memberships. Running the store means a constant flow of order lookups, stock and price changes, coupons and customer updates. This connection lets Fabric's assistant handle those for you, in plain language.

### What Fabric's assistant can do with WooCommerce

Once WooCommerce is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can work in your store from a simple request.

**Answer order and customer questions.** Find Order, Find Customer and Find Order Note look up orders and the people behind them, so when a customer emails about an order you can check its status without opening WordPress. Create Order Note and Find or Create Order Note keep a record on the order.

**Keep products right.** Find Product, Create Product and Update Product manage the catalog, and Update Product Price and Update Product Stock Quantity change prices and stock directly. Find or Create Product checks before adding a duplicate.

**Run promotions.** Create Coupon, Update Coupon, Find Coupon and Find or Create Coupon set up and change discount codes for a sale or a customer apology.

**Manage orders and customers.** Create Order and Update Order handle orders taken by phone or changed after purchase, and Create Customer, Update Customer and Find or Create Customer keep customer records current.

**Subscriptions and memberships.** For stores using WooCommerce Subscriptions and Memberships, the Find, Create and Update actions for subscriptions, subscription notes, membership plans and user memberships manage recurring customers and member access. API Request (Beta) reaches the WooCommerce API for anything else.

### You stay in control

The assistant works from your instructions, and it confirms with you before changing prices, stock, orders or subscriptions, unless you've told it not to for a particular task. Looking things up never changes your store.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a weekly low stock check. The connection also includes events for new and updated orders, customers, products, coupons, subscriptions, bookings and memberships, which can start an automation.

### Search your store from Fabric

Connecting WooCommerce also adds keyword search over your store records from Fabric's main search, so an order or product is findable alongside the rest of your library.

### How people use it

**Store owners** check an order's status and add a note while replying to a customer.

**Merchandisers** update prices and stock for a set of products from a list in Fabric.

**Marketers** create a coupon code for a weekend sale.

**[Ecommerce agencies](https://fabric.so/teams/agencies/web-design/ecommerce)** and [WordPress agencies](https://fabric.so/teams/agencies/web-design/wordpress) handle routine store changes for clients without logging in.

### Frequently asked questions

**What does the WooCommerce connection do?**

It lets Fabric's assistant find, create and update orders, order notes, customers, products, coupons, subscriptions and memberships, and change prices and stock, and it adds keyword search over your store in Fabric.

**Can I look up a WooCommerce order with AI?**

Yes. Give the assistant an order number or customer and Find Order finds it.

**Can it update prices and stock?**

Yes. Update Product Price and Update Product Stock Quantity change them, after you confirm.

**Can it create coupon codes?**

Yes. Create Coupon sets up a discount code with the rules you describe.

**Does it work with WooCommerce Subscriptions?**

Yes. The subscription actions work with stores using WooCommerce Subscriptions.

**Can it create orders?**

Yes. Create Order adds an order, for example one taken by phone.

**Does the assistant change my store on its own?**

No. It acts on your instructions.

**Is my store data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your store with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other ecommerce tools?**

Yes. You can also connect [Shopify](https://fabric.so/marketplace/connections/shopify/pWnaEPsz), [Stripe](https://fabric.so/marketplace/connections/stripe/PrOBUKWc) and [Google Sheets](https://fabric.so/marketplace/connections/google-sheets/vm2zoQgS).

Manage WooCommerce with AI: look up orders, update prices and stock, create coupons, and manage subscriptions with Fabric's assistant. Try Fabric free.

WooCommerce

Find, summarize, reply to, and update Zendesk tickets.

_Powered by Zapier._

### What is Zendesk?

Zendesk is customer service software where support teams handle tickets from email, chat, phone and the web, with users, organizations and groups behind them. Agents spend much of the day finding the right ticket, reading its history and updating it. This connection lets Fabric's assistant do that for you, in plain language.

### What Fabric's assistant can do with Zendesk

Once Zendesk is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can work your queue from a simple request.

**Find tickets and their history.** Find Tickets and Get tickets pull tickets, and Get comments for a ticket, Find Ticket Comments and Find Latest Comment show the conversation. Ask what a customer has raised this month and what the last reply said, and you get a summary instead of a scroll.

**Respond and update.** Add Comment to Ticket adds a public reply or an internal note, Update Ticket changes status, priority or assignee, and Add Tag(s) to Ticket and Remove Tag(s) from Ticket keep tagging right. Attach File to Ticket adds a document or screenshot.

**Open tickets from anywhere.** Create Ticket opens a ticket from an email, a call note or a message in Fabric, so every request is tracked in one place.

**Keep people and organizations current.** Find a User, Find an Agent, Find a Group and Find an Organization look people up. Create User, Update User, Find or Create User, Create Organization, Update Organization and Find or Create Organization manage records, and Delete User removes one. API Request (Beta) reaches the Zendesk API for anything else.

### You stay in control

The assistant works from your instructions. For public replies and anything that removes data, such as deleting a user, it confirms with you before going ahead, unless you've told it not to for a particular task. Reading tickets never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a morning summary of open urgent tickets. The connection also includes events, such as New Ticket, Updated Ticket, New Comment on Ticket and New Ticket in View, which can start an automation.

### Search your tickets from Fabric

Connecting Zendesk also adds keyword search over your Zendesk records from Fabric's main search, so a ticket is findable alongside your docs and notes.

### How people use it

**[Customer service teams](https://fabric.so/for/customer-service)** summarize a long ticket and draft the reply with the help article from Fabric.

**Support leads** ask for every urgent ticket that has not had a reply today.

**Account managers** check a customer's recent tickets before a call.

**Product teams** open a ticket from a bug report and tag it for triage.

### Frequently asked questions

**What does the Zendesk connection do?**

It lets Fabric's assistant find and read tickets and comments, create and update tickets, reply, tag, attach files, and manage users and organizations, and it adds keyword search over your Zendesk records in Fabric.

**Can I reply to a Zendesk ticket with AI?**

Yes. The assistant drafts the reply and Add Comment to Ticket posts it as a public reply or internal note, after you confirm.

**Can it summarize a ticket?**

Yes. It reads the comments and gives you the history in a few lines.

**Can it create tickets?**

Yes. Create Ticket opens a ticket with the details you give it.

**Can it change ticket status and priority?**

Yes. Update Ticket changes status, priority, assignee and other fields.

**Does the assistant reply to customers on its own?**

No. It acts on your instructions, and it confirms before public replies.

**Is my Zendesk data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does this work through MCP or the API?**

Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api).

**Does Fabric work with other support tools?**

Yes. You can also connect [Slack](https://fabric.so/marketplace/connections/slack/89at81Ak), [Linear](https://fabric.so/marketplace/connections/linear/4ypOE5pi) and [Gmail](https://fabric.so/marketplace/connections/gmail/nA96VxNL).

Manage Zendesk with AI: find and summarize tickets, reply, update status and tags, and create tickets by asking Fabric's assistant. Try Fabric free.

Zendesk

Add clients and turn requests into quotes and jobs in Jobber.

_Powered by Zapier._

### What is Jobber?

Jobber is field service management software for home service businesses such as landscapers, cleaners, plumbers and contractors. It handles client requests, quotes, jobs, scheduling and invoicing. Owners spend evenings entering new clients and turning calls into quotes and jobs. This connection lets Fabric's assistant do that for you, in plain language.

### What Fabric's assistant can do with Jobber

Once Jobber is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can work in your account from a simple request.

**Add clients.** Create Client adds a new client, Find Client looks one up, and Find or Create Client checks for an existing record first. Add Tags to Client labels them, for example by service area or type of work.

**Turn requests into work.** Create Request records a new service request, and Add Note to Request adds details from the call. Create Quote drafts a quote and Create Job books the work. A voicemail or a note from a site visit in Fabric can become a request, quote and job without typing it into Jobber.

### You stay in control

The assistant works from your instructions, and it confirms with you before creating quotes or jobs, unless you've told it not to for a particular task. Looking clients up never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as entering the week's new inquiries from a shared list. The connection also includes events, such as New Request Created, Quote Approved, New Job Created, Job Closed and New Invoice Created, which can start an automation.

### Search your clients from Fabric

Connecting Jobber also adds keyword search over your Jobber records from Fabric's main search.

### How people use it

**Business owners** turn a voicemail transcript into a client, request and quote in one request.

**Office managers** add new clients from a sign up sheet and tag them by area.

**Crew leads** add site notes to a request after a visit.

**[Founders](https://fabric.so/for/founders) of service businesses** book a job straight from an approved quote.

### Frequently asked questions

**What does the Jobber connection do?**

It lets Fabric's assistant find and create clients, tag them, create requests and add notes, and create quotes and jobs, and it adds keyword search over your Jobber records in Fabric.

**Can I create a Jobber quote with AI?**

Yes. Describe the work and Create Quote drafts it for the client, after you confirm.

**Can it book a job?**

Yes. Create Job adds the job to Jobber.

**Can it add new clients?**

Yes. Create Client adds them, and Find or Create Client avoids duplicates.

**Can it send invoices?**

No. Invoices are handled in Jobber. New Invoice is an event that can start an automation.

**Does the assistant change records on its own?**

No. It acts on your instructions.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other business tools?**

Yes. You can also connect [Google Calendar](https://fabric.so/marketplace/connections/google-calendar/Mu9ZrBib), [Gmail](https://fabric.so/marketplace/connections/gmail/nA96VxNL) and [Google Sheets](https://fabric.so/marketplace/connections/google-sheets/vm2zoQgS).

Manage Jobber with AI: add clients, create requests, quotes, and jobs, and add notes by asking Fabric's assistant, plus keyword search. Try Fabric free.

Jobber

Log calls, update opportunities, and run reports in Close.

_Powered by Zapier._

### What is Close?

Close is a sales CRM built for inside sales teams, with calling, email, SMS and WhatsApp built in alongside leads, contacts and opportunities. Reps live in it all day, and managers rely on its reports. The time sink is logging activity and pulling answers out of the pipeline. This connection lets Fabric's assistant handle both, in plain language.

### What Fabric's assistant can do with Close

Once Close is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can work your pipeline from a simple request.

**Find anything.** Find Lead, Find Contacts, Find Opportunities, Find Task, Find Note, Find Call, Find Meetings, Find User, Find Group and Find WhatsApp Messages search your account, and Find Number of Leads in Smart View counts what is in a view. Ask which opportunities are closing this month with no next step and you get a list.

**Log activity.** Create Note, Create Call, Create Email, Create SMS, Create WhatsApp Message and Create Task record what happened and what comes next, and Create Call Task schedules a call. Update Note, Update Call and Update Task correct them. Find or Create actions for leads, contacts, opportunities, notes and tasks avoid duplicates.

**Work leads and opportunities.** Create Lead, Update Lead, Add Address to Lead and Merge Two Leads keep leads clean. Create Opportunity and Update Opportunity move deals. Create Contact and Update Contact keep people current, and Delete Email Address From Contact removes a bad address.

**Run reports.** Run Opportunity Report, Run Opportunity Funnel Report, Run Activity Overview Report, Run Sent Email Report and Run Status Change Report pull the numbers a manager needs, and Export Activity Report to CSV and Create Export produce files.

**Automate at scale.** Subscribe Contact to Workflow and Update Workflow Subscription manage sequences. Create Bulk Email, Create Bulk Action and Create Bulk Workflow Subscription Action act on many leads at once. Create Lead Smart View and Update Lead Smart View save views. Custom activities and custom objects have their own create, find and update actions, and API Request (Beta) covers the rest.

### You stay in control

The assistant works from your instructions. For bulk actions, emails, merges and deletions, it confirms with you before going ahead, unless you've told it not to for a particular task. Finding records and running reports never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a Monday opportunity funnel report. The connection also includes many events, such as New Lead, New Opportunity, New Call, New Call Transcript and New Lead in Status, which can start an automation.

### Search your CRM from Fabric

Connecting Close also adds keyword search over your Close records from Fabric's main search.

### How people use it

**Sales reps** log a call note, update the opportunity and set the next task in one request.

**Sales managers** run the funnel report before the weekly meeting.

**SDR teams** enroll a list of leads in a workflow.

**[Sales teams](https://fabric.so/teams/sales)** merge duplicate leads from a cleanup list. See also the [CRM use case](https://fabric.so/use-cases/crm).

### Frequently asked questions

**What does the Close connection do?**

It lets Fabric's assistant find, create and update leads, contacts, opportunities, notes, calls, emails, SMS, WhatsApp messages and tasks, run reports, manage workflows and smart views, and take bulk actions, and it adds keyword search over your Close records in Fabric.

**Can I log a call in Close with AI?**

Yes. Tell the assistant about the call and Create Call and Create Note record it.

**Can it run Close reports?**

Yes. The opportunity, funnel, activity, sent email and status change reports can all be run on request.

**Can it enroll leads in a workflow?**

Yes. Subscribe Contact to Workflow enrolls them, after you confirm.

**Can it merge duplicate leads?**

Yes. Merge Two Leads combines them, after you confirm.

**Can it send bulk emails?**

Yes. Create Bulk Email sends to a set of leads, with a confirmation first.

**Does the assistant change records on its own?**

No. It acts on your instructions.

**Is my Close data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other sales tools?**

Yes. You can also connect [HubSpot](https://fabric.so/marketplace/connections/hubspot/CCRDZvGi), [Salesforce](https://fabric.so/marketplace/connections/salesforce/C4Zw7mRO) and [Gmail](https://fabric.so/marketplace/connections/gmail/nA96VxNL).

Manage Close CRM with AI: log calls and notes, update leads and opportunities, run reports, and manage workflows with Fabric's assistant. Try Fabric free.

Close

Manage members, post updates, and run events and courses in Circle.

_Powered by Zapier._

### What is Circle?

Circle is a community platform for creators and brands, combining discussion spaces, events, courses, chat and paid memberships. Running a community means a lot of member admin, posting and event setup. This connection lets Fabric's assistant handle that for you, in plain language.

### What Fabric's assistant can do with Circle

Once Circle is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can manage your community from a simple request.

**Manage members.** Invite Member brings someone in, Update Member changes their details, and Remove Member removes them. Tag Member and Untag Member label people, and Find Member, Has Member Tag, Is Member of Space and Is Member of Space Group check who someone is and where they belong. Create Contact adds a contact.

**Control access.** Add Member to Space, Add Member to Space Group and Add Member to Access Group give access, with matching Remove actions to take it away.

**Post and engage.** Create Post publishes a post, Create Comment replies, Send Direct Message messages a member, and Start a Group Chat opens a conversation. Draft a weekly update in Fabric and post it to the right space.

**Run events and courses.** Create Event and Update Event manage events, RSVP Member to Event and Remove Member From Event manage attendance. Create Course Section and Create Course Lesson build courses, and Mark Course Lesson as Completed records progress.

### You stay in control

The assistant works from your instructions, and it confirms with you before posting, messaging or removing members, unless you've told it not to for a particular task. Looking members up never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as posting a weekly roundup. The connection also includes events, such as New Member Added, New Post, New Event RSVP and Member Completed Course, which can start an automation.

### Search your community from Fabric

Connecting Circle also adds keyword search over your Circle records from Fabric's main search.

### How people use it

**Community managers** post the weekly roundup and tag new members for onboarding.

**[Content creators](https://fabric.so/for/content-creators)** create an event and invite the members who joined this month.

**Course creators** add a lesson outline written in Fabric to a course section.

**[Educators](https://fabric.so/for/educators)** give a cohort access to a space group.

### Frequently asked questions

**What does the Circle connection do?**

It lets Fabric's assistant manage members, tags, spaces and access groups, create posts, comments, direct messages and group chats, manage events and RSVPs, and build courses, and it adds keyword search over your Circle records in Fabric.

**Can I post to my Circle community with AI?**

Yes. Give the assistant the post and space, and Create Post publishes it after you confirm.

**Can it add members to a space?**

Yes. Add Member to Space and Add Member to Space Group give access.

**Can it create events?**

Yes. Create Event sets up an event, and RSVP Member to Event adds attendees.

**Can it build course lessons?**

Yes. Create Course Section and Create Course Lesson add content to a course.

**Does the assistant post on its own?**

No. It acts on your instructions.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your community with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other community tools?**

Yes. You can also connect [Discord](https://fabric.so/marketplace/connections/discord/JHy2WzM7), [Slack](https://fabric.so/marketplace/connections/slack/89at81Ak) and [Stripe](https://fabric.so/marketplace/connections/stripe/PrOBUKWc).

Manage your Circle community with AI: invite and tag members, manage access, post updates, create events, and build courses with Fabric's assistant. Try Fabric free.

Circle

Find conversations, reply, manage tickets, and tag contacts in Intercom.

_Powered by Zapier._

### What is Intercom?

Intercom is a customer service platform with live chat, a ticketing inbox, a help center and AI support. Teams use it to talk to users and leads in the product and by email. Agents spend a lot of time finding context, replying and keeping contacts and companies tagged correctly. This connection lets Fabric's assistant handle that for you, in plain language.

### What Fabric's assistant can do with Intercom

Once Intercom is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can work your inbox and contacts from a simple request.

**Find context.** Find User, Find Lead, Find Company, Find Conversation, Find Ticket and Retrieve a Conversation pull up who someone is and what they have said. Ask what a customer reported last week before a call and you get a summary.

**Reply and follow up.** Reply to Conversation answers in an existing conversation, Create Conversation starts one, and Send Message to Contact sends a message. Add Note adds an internal note.

**Handle tickets.** Create Ticket opens a ticket and Update Ticket changes its state or assignee.

**Keep records right.** Create User, Create/Update User, Create/Update Lead, Find or Create Lead, Create or Update Company and Find or Create Company manage contacts and companies. Add Tag to Contact, Remove Tag From Contact and Add/Remove Tag on Company segment them. Create Data Event records an event against a user.

**Write help content.** Create Article adds a help center article, for example from an answer you wrote in Fabric. Send Incoming Message logs a message as if it came from a user. API Request (Beta) reaches the Intercom API for anything else.

### You stay in control

The assistant works from your instructions, and it confirms with you before replying to customers or sending messages, unless you've told it not to for a particular task. Looking things up never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a daily summary of open tickets. The connection also includes events, such as New Conversation, New Closed Conversation, New Ticket, New AI Summary and Contact Replied, which can start an automation.

### Search your conversations from Fabric

Connecting Intercom also adds keyword search over your Intercom records from Fabric's main search.

### How people use it

**[Customer service teams](https://fabric.so/for/customer-service)** pull a customer's history and draft a reply with the answer from Fabric.

**Support leads** turn a common answer into a help center article.

**Account managers** check a company's recent conversations before a renewal call.

**Product teams** open tickets from bug reports and tag them for triage.

### Frequently asked questions

**What does the Intercom connection do?**

It lets Fabric's assistant find users, leads, companies, conversations and tickets, reply and send messages, add notes, create and update tickets, manage contacts, companies and tags, record data events and create help center articles, and it adds keyword search over your Intercom records in Fabric.

**Can I reply to an Intercom conversation with AI?**

Yes. The assistant drafts the reply and Reply to Conversation sends it, after you confirm.

**Can it create help center articles?**

Yes. Create Article adds an article from content you give it.

**Can it create tickets?**

Yes. Create Ticket opens a ticket, and Update Ticket changes it.

**Can it tag users and companies?**

Yes. The tag actions add and remove tags on contacts and companies.

**Does the assistant reply to customers on its own?**

No. It acts on your instructions.

**Is my Intercom data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your workspace with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does this work through MCP or the API?**

Fabric also exposes your library and connected tools to external AI through its [MCP server](https://fabric.so/features/mcp) and [API](https://fabric.so/features/api).

**Does Fabric work with other support tools?**

Yes. You can also connect [Slack](https://fabric.so/marketplace/connections/slack/89at81Ak), [Linear](https://fabric.so/marketplace/connections/linear/4ypOE5pi) and [HubSpot](https://fabric.so/marketplace/connections/hubspot/CCRDZvGi).

Manage Intercom with AI: find conversations and users, reply, create tickets, tag contacts, and write help articles with Fabric's assistant. Try Fabric free.

Intercom

Tag contacts, grant course access, and manage campaigns in systeme.io.

_Powered by Zapier._

### What is systeme.io?

systeme.io is an all in one marketing platform for online businesses, with sales funnels, email campaigns, online courses, a blog and affiliate programs. Creators and solopreneurs use it to run their whole business in one place. Keeping contacts tagged, in the right campaigns and enrolled in the right courses is the routine work. This connection lets Fabric's assistant handle it for you, in plain language.

### What Fabric's assistant can do with systeme.io

Once systeme.io is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can manage contacts from a simple request.

**Add and tag contacts.** Create or Update a Contact, Including Adding Tags adds someone or updates them with the tags you choose, and Remove Tag takes a tag off.

**Manage course access.** Create or Update a Contact and Grant Access to Course adds someone and enrolls them in a course, and Revoke Access to Course removes it.

**Manage email campaigns.** Subscribe to Campaign adds a contact to an email campaign, and Unsubscribe From Campaign takes them out.

### You stay in control

The assistant works from your instructions, and it confirms with you before granting or revoking access or changing campaigns, unless you've told it not to for a particular task.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as enrolling the week's new buyers from a list. The connection also includes events, such as New Sale, New Optin, New Webinar Registration and New Tag Added to Contact, which can start an automation.

### How people use it

**[Solopreneurs](https://fabric.so/for/solopreneurs)** give a course to buyers who paid outside systeme.io.

**[Content creators](https://fabric.so/for/content-creators)** tag webinar attendees and add them to a follow-up campaign.

**Coaches** revoke course access after a refund.

### Frequently asked questions

**What does the systeme.io connection do?**

It lets Fabric's assistant create or update contacts with tags, grant or revoke course access, remove tags, and subscribe or unsubscribe contacts from campaigns.

**Can I give someone a systeme.io course with AI?**

Yes. The assistant adds them and grants access with Create or Update a Contact and Grant Access to Course, after you confirm.

**Can it tag contacts?**

Yes. Contacts can be tagged when created or updated, and Remove Tag removes a tag.

**Can it add people to an email campaign?**

Yes. Subscribe to Campaign adds them.

**Can it build funnels or pages?**

No. Funnels and pages are built in systeme.io.

**Does the assistant change contacts on its own?**

No. It acts on your instructions.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other creator tools?**

Yes. You can also connect [Stripe](https://fabric.so/marketplace/connections/stripe/PrOBUKWc), [Calendly](https://fabric.so/marketplace/connections/calendly/2NB0K5E0) and [Gmail](https://fabric.so/marketplace/connections/gmail/nA96VxNL).

Manage systeme.io with AI: add and tag contacts, grant or revoke course access, and manage email campaigns with Fabric's assistant. Try Fabric free.

systeme.io

Find contacts and manage lists and tags in ClickFunnels Classic.

_Powered by Zapier._

### What is ClickFunnels Classic?

ClickFunnels is a sales funnel builder for online businesses, used to build landing pages, order forms and upsell flows. ClickFunnels Classic is the original version of the platform, which many existing customers still run. Keeping contacts tagged and on the right email lists is the routine work. This connection lets Fabric's assistant handle it for you, in plain language.

### What Fabric's assistant can do with ClickFunnels Classic

Once ClickFunnels Classic is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can manage contacts from a simple request.

**Find and add contacts.** Find Contact Profile looks someone up, Create Contact Profile and Find or Create Contact Profile add them, and Create Contact Optin records an opt-in.

**Manage lists and tags.** Add Email to List and Remove Email from List manage list membership, and Add Tag to Email and Remove Tag From Email label contacts. API Request (Beta) reaches the ClickFunnels API for anything else.

### You stay in control

The assistant works from your instructions, and it confirms with you before changing lists or tags for many contacts at once, unless you've told it not to for a particular task. Looking contacts up never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as adding the week's event leads to a list. The connection also includes the events New Successful Purchase, New Failed Purchase and New Contact Activity, which can start an automation.

### Search your contacts from Fabric

Connecting ClickFunnels Classic also adds keyword search over your contacts from Fabric's main search.

### How people use it

**Course sellers** add buyers from another checkout to a ClickFunnels list.

**[Marketers](https://fabric.so/for/marketers)** tag leads from a webinar for follow up.

**[Solopreneurs](https://fabric.so/for/solopreneurs)** look up a customer's profile before replying to a question.

### Frequently asked questions

**What does the ClickFunnels Classic connection do?**

It lets Fabric's assistant find and create contact profiles, record opt-ins, and add or remove contacts from lists and tags, and it adds keyword search over your contacts in Fabric.

**Is this for ClickFunnels 2.0?**

No. This connection is for ClickFunnels Classic accounts.

**Can I add contacts to a ClickFunnels list with AI?**

Yes. Add Email to List adds them to the list you name.

**Can it tag contacts?**

Yes. Add Tag to Email and Remove Tag From Email manage tags.

**Can it build funnels?**

No. Funnels are built in ClickFunnels.

**Does the assistant change contacts on its own?**

No. It acts on your instructions.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other marketing tools?**

Yes. You can also connect [Stripe](https://fabric.so/marketplace/connections/stripe/PrOBUKWc) and [Gmail](https://fabric.so/marketplace/connections/gmail/nA96VxNL).

Manage ClickFunnels Classic with AI: find and add contacts, record opt-ins, and manage lists and tags with Fabric's assistant. Try Fabric free.

ClickFunnels Classic

Onboard clients, assign programs, and message clients in Trainerize.

_Powered by Zapier._

### What is ABC Trainerize?

ABC Trainerize is a personal training and fitness coaching platform used by trainers, studios and gyms to deliver workout programs, nutrition plans and habit coaching through an app. Coaches spend a lot of time on admin: onboarding clients, assigning programs and keeping groups and tags in order. This connection lets Fabric's assistant handle that for you, in plain language.

### What Fabric's assistant can do with ABC Trainerize

Once Trainerize is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can manage clients from a simple request.

**Onboard clients.** Create / Update Client V2 adds or updates a client, Find Client looks one up, and Assign To assigns them to a trainer. Reactivate Client and Deactivate Client manage their status.

**Assign programs.** Copy Master Program to Client gives a client a program from your library, Add Next Training Phase moves them on, and Subscribe to Main Program, Subscribe to Addon Program and Unsubscribe From Programs manage program subscriptions.

**Organize and communicate.** Add Tag to Client, Remove Tag From Client, Add to Group and Remove From Groups keep clients organized. Send Message in Trainerize messages a client, and Attach Meal Plan PDF and Upload Attachment share files.

### You stay in control

The assistant works from your instructions, and it confirms with you before messaging clients or changing their programs or status, unless you've told it not to for a particular task.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as moving clients to their next phase every four weeks. The connection also includes events, such as New Client, Workout Completed, Habit Completed and Weight Goal Hit, which can start an automation.

### Search your clients from Fabric

Connecting Trainerize also adds keyword search over your Trainerize records from Fabric's main search.

### How people use it

**Personal trainers** onboard a new client and assign their first program in one request.

**Nutrition coaches** attach a meal plan written in Fabric as a PDF.

**Studio managers** move a group of clients into a new challenge group.

### Frequently asked questions

**What does the ABC Trainerize connection do?**

It lets Fabric's assistant find, create, update, reactivate and deactivate clients, assign trainers and programs, manage tags and groups, send messages and attach files, and it adds keyword search over your Trainerize records in Fabric.

**Can I add a client to Trainerize with AI?**

Yes. Give the assistant the details and Create / Update Client V2 adds them.

**Can it assign a program?**

Yes. Copy Master Program to Client gives the client a program from your library.

**Can it message clients?**

Yes. Send Message in Trainerize sends a message, after you confirm.

**Can it attach a meal plan?**

Yes. Attach Meal Plan PDF adds a meal plan file to the client.

**Does the assistant change clients on its own?**

No. It acts on your instructions.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other tools coaches use?**

Yes. You can also connect [Calendly](https://fabric.so/marketplace/connections/calendly/2NB0K5E0) and [Stripe](https://fabric.so/marketplace/connections/stripe/PrOBUKWc), along with many other [connections](https://fabric.so/features/connections).

Manage ABC Trainerize with AI: add clients, assign programs, manage groups and tags, and message clients with Fabric's assistant. Try Fabric free.

ABC Trainerize

Create invoices, record sales, and manage customers in Wave.

_Powered by Zapier._

### What is Wave?

Wave is accounting and invoicing software for small businesses and freelancers. It handles invoices, customers, products and services, and bookkeeping. The routine jobs, raising invoices and recording sales, add up. This connection lets Fabric's assistant handle them for you, in plain language.

### What Fabric's assistant can do with Wave

Once Wave is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can do everyday bookkeeping from a simple request.

**Invoice customers.** Create Invoice raises an invoice for a customer with the items and amounts you give it.

**Record sales.** Record Sale records a sale in your books, for example a payment taken in person.

**Keep customers and products current.** Find Customer, Find or Create Customer and Create Customer manage customers, and Create Product or Service and Find Sold Product or Service manage what you sell.

### You stay in control

The assistant works from your instructions, and it confirms with you before creating invoices or recording sales, unless you've told it not to for a particular task. Looking things up never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as raising a monthly retainer invoice. The connection also includes the events New Invoice and New Customer, which can start an automation.

### Search your records from Fabric

Connecting Wave also adds keyword search over your Wave records from Fabric's main search.

### How people use it

**[Freelancers](https://fabric.so/for/freelancers)** raise an invoice for finished work from project notes in Fabric.

**[Solopreneurs](https://fabric.so/for/solopreneurs)** record a cash sale after a market day.

**Small business owners** add a new customer and product before invoicing them.

### Frequently asked questions

**What does the Wave connection do?**

It lets Fabric's assistant create invoices, record sales, find and create customers, and create and find products or services in Wave, and it adds keyword search over your Wave records in Fabric.

**Can I create a Wave invoice with AI?**

Yes. Give the assistant the customer, items and amounts, and Create Invoice raises it after you confirm.

**Can it record a sale?**

Yes. Record Sale records it in your books.

**Can it send invoices?**

There is no dedicated send action. Invoices are sent from Wave.

**Will it create duplicate customers?**

Find or Create Customer checks for an existing customer first.

**Does the assistant change my books on its own?**

No. It acts on your instructions.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other finance tools?**

Yes. You can also connect [Stripe](https://fabric.so/marketplace/connections/stripe/PrOBUKWc) and [Google Sheets](https://fabric.so/marketplace/connections/google-sheets/vm2zoQgS).

Manage Wave with AI: create invoices, record sales, and add customers and products by asking Fabric's assistant. Try Fabric free.