Integrations

Keep your tools, give the client one door

Most of what happens after a request comes in is the same every time. Someone picks it up, the status moves, and the client hears "got it" along with the form you always end up sending. Zendo runs those steps on its own, set once for each request type, and when a client goes quiet, the nudge is a single click instead of another email to write.

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App embeds

Put the client's tools in their sidebar

Ask a client where last month's report is and you'll get a pause, then a search through email for a link someone sent three weeks ago. Add that report to their portal as a sidebar tab and the question goes away, because it now sits one click from the requests about it. Anything that offers an embed link works the same way: a shared Google Sheet, the folder of signed documents, a Loom walkthrough, the page for booking the next call.

Give each client their own tabs

Embedded apps live in Sidebar content templates, the same place where you decide which modules a client sees and in what order. Assign a template to one client or a client team, and Northwind's report never turns up in Lumen Bakery's portal. Tabs that everyone shares, like your onboarding guide or a booking page, go in a template used by many clients, so changing the link once changes it for all of them.

Sidebar customization

What teams put in the sidebar

Four tabs we see over and over, whatever the business. Pick one to see it in a client's portal.

The report where the client already logs in

Most retainers come down to a few numbers the client wants to see each month. Embed the Looker Studio report or the shared Google Sheet as a tab and the client checks it in the same place they send new requests, so the report gets opened instead of sitting unread in an inbox.

A shared folder instead of attachments

Engagement letters, signed proposals, last quarter's review: embed the shared Drive folder as a tab called Documents and every file is where the client expects it. Nobody has to dig out the PDF from March and send it again.

See automations

The welcome video they can rewatch

Record the "how we work" Loom once and embed it next to your onboarding guide. A new contact at Halden & Co can watch it on day one, and again on day thirty when they've forgotten how you like requests written.

A plain link when a tool won't embed

Some tools refuse to load inside another page, and some clients simply prefer their own login. Add those as external links in the same sidebar, so the portal still lists everything the client uses, even when a tab opens somewhere else.

Zapier

Let Zapier do the retyping

Somewhere in your business, someone copies things by hand: a won deal from the CRM into Zendo, a new request into ClickUp, a client's message into Slack so the account lead sees it. Zendo's Zapier app takes those jobs over. New requests and new messages go out to the apps your team already plans in, and new clients come the other way, created in Zendo the moment your CRM says yes.

CRM → Zendo

Won in the CRM, waiting in Zendo

When a deal closes in HubSpot or Pipedrive, Zapier creates the client in Zendo with the name and email from the deal. Your project manager opens Clients the next morning and the account is already there, so preparing the portal and opening the first requests starts straight away instead of with a form to retype.

Zendo → Project tool

Requests land on the board your team plans in

Plenty of teams plan in ClickUp, Asana or Trello and talk to clients in Zendo, and that's fine. A zap on new requests creates the task with the request's title and the client's name, so planning stays where it always was and the conversation stays in the portal.

Zendo → Slack

Client messages where the account lead reads them

When someone at Acme writes in the portal, a note with the first lines and a link lands in #acme-account. Tom sees it between meetings and answers the same afternoon, even on a day spent in calls and nowhere near Zendo.

Payments

Get paid into your own Stripe account

A portal that takes a percentage of every invoice turns a good month into a bigger bill. Zendo connects to your own Stripe account instead, so card payments for quotes, invoices and Front Desk purchases go straight to you, at Stripe's usual fee and nothing on top from Zendo. Clients who'd rather pay by wire transfer or PayPal see your instructions, and you mark the payment as received when it arrives.

Your Stripe, your payouts, your fees

Connect the Stripe account you already use and the money keeps landing in the account your accountant already knows. Next to it, add manual methods named the way your clients know them, for the ones who pay by bank transfer or Wise. The order of billing is yours too: a quote up front, one invoice at the end, or a deposit and the rest as separate invoices on the same order.

How quotes and invoices work

Pay your referrers without a spreadsheet

If partners or happy clients send work your way, connect Rewardful or Tapfiliate with your own account and its public key. When someone arrives through a referral link and buys in your portal, the sale goes to your affiliate provider, which works out the commission, so nobody reconciles referrals by hand at the end of the month.

See Flow Preview on the requests page

Your code

Decide who hears about what, and where

Your project manager wants to know the minute a client replies, and she can live without an email for every invoice that goes out. Your client wants to hear when their request moves, not every time your team leaves an internal note. So Zendo sets notifications per event and per channel, with one set of defaults for your team and another for your clients.

Your styles and scripts in the portal

Add custom CSS for the details the theme editor doesn't reach, and custom JS for the snippets your website already runs: analytics, a chat widget, a cookie banner. Both load on every page of the client portal, dark mode can be styled through its own class, and a script that throws an error is caught instead of breaking the portal for your clients.

Your forms on your own website

Add yourcompany.com to your embeddable domains and put a Zendo form on your own contact or new-project page in an iframe. A prospect fills it in without leaving your site, even without an account if you allow it, and the answers arrive in Zendo instead of a separate inbox.

Sign in with Google, or keep it to email

Clients can sign up and log in with their Google or Facebook account instead of inventing one more password. If a client's IT team wants email logins only, one switch hides the social buttons on your login page.

Your Questions Answered

Interations questions

Which apps can I embed in the client portal?

Anything that offers an embed link or iframe code: Google Sheets, Docs and Drive folders, Looker Studio reports, Loom videos, Calendly pages, Figma files, Notion pages or your own web app. A site that blocks embedding can still go in the sidebar as an external link that opens in a new tab.

Do clients need an account in the embedded tool?

That depends on the tool's own sharing settings, which the embed follows. A Google Sheet or Drive folder shared with "anyone with the link" opens straight away; a private one asks the client to sign in to that tool first.

Can I show an embedded app to only one client?

Yes. Embedded apps are part of Sidebar content templates, and each template is assigned to the clients or client teams you choose. Clients on other templates don't see the tab.

What can I connect through Zapier?

A new request or a new client message in Zendo can start a zap in any app Zapier supports, and Zapier can create clients in Zendo from your CRM, forms or spreadsheets. You connect the workspace from Settings › Integrations, and Zapier lists the available Zendo triggers and actions as you build each zap.

Does Zendo take a fee on payments?

No. Card payments go through your own Stripe account at Stripe's standard fee, and Zendo adds no transaction fee on top. Manual methods such as wire transfer or PayPal cost nothing in Zendo.

Can I put Zendo on my own website?

Yes, your forms. Add your domain to the embeddable domains and load a Zendo form in an iframe on your site, for example an intake form on your contact page. Separately, a custom domain puts the whole portal on an address like portal.yourcompany.com.

Can I add my own analytics or chat widget?

Yes. Custom JS lets you add the same snippets your website runs, such as Google Analytics, a chat widget or a cookie banner, and custom CSS covers any styling the theme editor doesn't. Each can hold up to 50,000 characters and loads on every client portal page.

One door, every tool behind it

Add the client's files to their sidebar, connect Zapier and your Stripe account, and send the invite when the portal is ready.

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