AELESTRA INTEGRATIONS

Your tools. Better connected.

Explore AELESTRA integrations for customer management, marketing automation, scheduling, payments, AI and team operations. Bring the services your business already uses into more connected workflows.

Schedule a Demo
AELESTRA connected business integrations ecosystem
Connected Ecosystem

Connect the tools that power your business.

From customer conversations to payments, appointments, project work and AI, explore how your everyday tools can support connected business processes.

BROWSE BY CATEGORY

Explore the integration directory.

Search tools by name or workflow, or choose a category to narrow your options. Connection methods and supported actions may vary by provider, region and account configuration.

Availability and capabilities vary by provider, region and setup.

When it comes to business software, there’s no comparison. We’re AELESTRA

SMARTER BUSINESS OPERATIONS

Connected tools. Smarter workflows.

Discover how AELESTRA can help connect customer interactions, marketing activities, bookings, payments, and daily operations through coordinated automation workflows.

9 workflows Illustrative workflows. Available triggers and actions depend on connected services and account configuration.
Lead Management

Facebook Lead Ad to Instant Follow-Up

Capture new leads, initiate timely communication, and direct inquiries to the right team member.

EXAMPLE WORKFLOW Automated sequence
Capture Facebook lead form submitted
Organize Contact created in CRM
Respond SMS follow-up initiated
Assign Lead routed to sales
Lead Capture Speed to Lead
View workflow details

When a new lead submits a Facebook form, the workflow can create or update a CRM contact, start an eligible SMS follow-up, and assign the inquiry to a sales representative.

Workflow configuration
  • Trigger: Facebook lead form submission.
  • Action: Create or update the CRM contact.
  • Action: Send an SMS when consent and messaging rules permit.
  • Action: Assign the lead using team routing rules.
Reviews

Negative Review to Priority Escalation

Identify lower-rated reviews and route customer concerns to the appropriate decision-maker.

EXAMPLE WORKFLOW Automated sequence
Monitor New Google review received
Evaluate Rating is three stars or below
Prioritize High-priority task created
Escalate Owner notification sent
Reputation Management Customer Care
View workflow details

Route customer concerns to management using a configurable review-rating condition and internal notification process.

Workflow configuration
  • Trigger: A new Google review becomes available.
  • Condition: Rating is three stars or lower.
  • Action: Create a priority follow-up task.
  • Action: Notify the designated manager.
E-commerce

Shopify Order to Accounting Workflow

Coordinate online orders with accounting records and customer communications.

EXAMPLE WORKFLOW Automated sequence
Order Shopify order paid
Accounting QuickBooks invoice prepared
Communication Order confirmation sent
Online Commerce Accounting
View workflow details

Coordinate Shopify order events with supported accounting actions and a customer-facing confirmation workflow.

Workflow configuration
  • Trigger: Paid Shopify order.
  • Action: Prepare or synchronize the accounting record.
  • Action: Generate an invoice where supported.
  • Action: Send the appropriate customer communication.
Scheduling

Calendly Booking to Meeting & Reminders

Coordinate appointment scheduling, meeting information, and customer reminders.

EXAMPLE WORKFLOW Automated sequence
Book Calendly appointment created
Connect Google Meet link generated
Synchronize Calendar event updated
Remind Appointment reminder scheduled
Appointments Customer Reminders
View workflow details

Build a booking workflow that coordinates appointment details and reminders across supported calendar and communication services.

Workflow configuration
  • Trigger: New Calendly booking.
  • Action: Generate or retrieve meeting information.
  • Action: Update the relevant calendar event.
  • Action: Schedule a permitted reminder before the appointment.
Social Care

Instagram Message to Team Assignment

Organize social conversations and help your team respond through a coordinated inbox.

EXAMPLE WORKFLOW Automated sequence
Receive Instagram direct message received
Centralize Conversation appears in inbox
Route Conversation assigned to agent
Track Response deadline monitored
Unified Inbox Customer Support
View workflow details

Bring eligible Instagram conversations into the team inbox, apply routing rules, and configure internal response-time monitoring.

Workflow configuration
  • Trigger: Supported Instagram message received.
  • Action: Organize the conversation in the inbox.
  • Action: Assign a designated support representative.
  • Action: Apply a tag or configured follow-up deadline.
Payments

Payment Received to Pipeline Update

Connect successful payment events with opportunity management and customer follow-up.

EXAMPLE WORKFLOW Automated sequence
Payment Successful payment confirmed
Pipeline Opportunity moved to Won
Customer Experience Thank-you email sent
Sales Pipeline Revenue Operations
View workflow details

Coordinate confirmed payments with the sales pipeline and relevant transactional communication to the customer.

Workflow configuration
  • Trigger: Confirmed successful payment event.
  • Condition: Payment matches an eligible opportunity.
  • Action: Move the opportunity to the Won stage.
  • Action: Send an appropriate payment acknowledgment.
Accounting

New Customer to Accounting Sync

Reduce repetitive data entry by coordinating customer records with accounting processes.

EXAMPLE WORKFLOW Automated sequence
Customer New CRM contact created
Accounting Customer synchronized with Wave
Onboarding Welcome communication initiated
Accounting Sync Customer Onboarding
View workflow details

Keep customer information organized across CRM and accounting systems, then initiate the appropriate onboarding communication.

Workflow configuration
  • Trigger: A new eligible CRM contact is created.
  • Action: Synchronize supported contact fields with Wave.
  • Action: Prevent duplicate records using matching rules.
  • Action: Trigger the configured welcome workflow.
Messaging

WhatsApp Reply to CRM Task Update

Coordinate customer replies with task management and conversation records.

EXAMPLE WORKFLOW Automated sequence
Respond WhatsApp reply received
Update Matching follow-up task completed
Record Conversation activity logged
WhatsApp CRM Productivity
View workflow details

Use incoming customer replies to update eligible follow-up tasks and maintain a more complete interaction history.

Workflow configuration
  • Trigger: Supported WhatsApp reply received.
  • Condition: An eligible follow-up task exists.
  • Action: Update or complete the matched task.
  • Action: Preserve supported conversation activity in the CRM.
E-commerce

Shipping Label to Customer Tracking

Connect shipment creation with order records and delivery updates for your customers.

EXAMPLE WORKFLOW Automated sequence
Shipment Shippo label generated
Tracking Tracking details added to order
Notify Tracking update sent to customer
Shipping Customer Updates
View workflow details

Coordinate shipping information from supported fulfillment services with order records and customer notifications.

Workflow configuration
  • Trigger: Shippo shipping label created.
  • Action: Retrieve the available tracking information.
  • Action: Associate tracking details with the order.
  • Action: Send a transactional tracking update through a permitted channel.

Have a workflow in mind?

Every business operates differently. Explore how AELESTRA can help you connect the right tools and build automation workflows around your operational requirements.

Discuss Your Workflow
INTEGRATIONS FAQ

Questions about connecting your tools? Start here.

Find clear answers about connecting your applications, synchronizing customer data, and creating automated workflows with AELESTRA. Learn how our CRM platform, appointment management, and connected business tools can work together to support more efficient operations.

Frequently asked
8 questions

AELESTRA supports connections across business categories such as customer relationship management, marketing, communications, scheduling, payments, e-commerce, and productivity. Available connections and features vary by application and account configuration. You can explore the integration directory above to discover supported services and their available capabilities.

AELESTRA helps businesses bring their tools, customer information, and everyday processes into a more connected environment. Explore the available integrations above to discover how different applications can support your business workflows.