dashboard
{
"integrations_dashboard": {
"title": "Integrations Dashboard",
"description": "Central hub for managing all external service connections. Connect with 25+ providers across 8 integration categories.",
"help_articles": [
"13-Integrations-Setup"
],
"key_benefits": [
"Automate workflows and eliminate manual data entry",
"Keep data synchronized across all business systems",
"Provide seamless experience for clients and staff",
"Scale operations without additional administrative burden"
],
"sections": {
"overview": {
"title": "About Integrations",
"content": "Connect your notarial platform with email providers, CRMs, accounting software, messaging platforms, and more. Each integration follows a 'thin API, blackbox' architecture pattern for clean, maintainable connections.",
"quick_stats": {
"categories": "8",
"providers": "25+",
"setup_time": "2-30 minutes"
}
},
"navigation": {
"title": "Using the Dashboard",
"content": "Click on any tab to explore providers in that category. Each provider card shows key features, pricing information, and setup complexity. The status indicator shows whether an integration is active, inactive, or has errors."
},
"tabs": {
"title": "Integration Categories",
"items": {
"email": {
"title": "Email Integrations",
"description": "Connect Gmail, Outlook, or custom SMTP for professional email delivery through your preferred provider",
"key_features": [
"Send through your own email account",
"Track delivery and read receipts",
"Use existing email templates",
"Maintain sender reputation"
],
"providers": ["Gmail", "Outlook", "Custom SMTP"],
"setup_time": "2-5 minutes"
},
"messaging": {
"title": "Messaging Integrations",
"description": "Set up SMS, WhatsApp Business, and other messaging channels for instant client communication",
"key_features": [
"Immediate message delivery",
"Rich media and interactive elements",
"High open and response rates",
"Professional business communication"
],
"providers": ["Twilio SMS", "WhatsApp Business", "MMS", "Slack"],
"setup_time": "5-15 minutes"
},
"calendar": {
"title": "Calendar Integrations",
"description": "Synchronize appointments and events with Google Calendar, Outlook, or CalDAV providers",
"key_features": [
"Two-way calendar synchronization",
"Prevent double bookings",
"Mobile calendar access",
"Team calendar sharing"
],
"providers": ["Google Calendar", "Outlook Calendar", "CalDAV"],
"setup_time": "3-5 minutes"
},
"crm": {
"title": "CRM Integrations",
"description": "Connect with Salesforce, HubSpot, or Zoho for complete customer relationship management",
"key_features": [
"Unified customer database",
"Complete interaction history",
"Sales pipeline tracking",
"Better customer service"
],
"providers": ["Salesforce", "HubSpot", "Zoho CRM"],
"setup_time": "10-20 minutes"
},
"accounting": {
"title": "Accounting Integrations",
"description": "Link with QuickBooks, Xero, or other accounting software for automated financial management",
"key_features": [
"Eliminate manual data entry",
"Real-time financial data",
"Tax compliance support",
"Comprehensive reporting"
],
"providers": ["QuickBooks", "Xero", "FreshBooks", "Sage", "Wave"],
"setup_time": "10-30 minutes"
},
"payments": {
"title": "Payment Integrations",
"description": "Configure Stripe, PayPal, or other payment processors for secure online payments",
"key_features": [
"Multiple payment methods",
"Instant payment notifications",
"Recurring billing support",
"PCI compliance"
],
"providers": ["Stripe", "PayPal", "Square", "Authorize.net"],
"setup_time": "5-10 minutes"
},
"echeck": {
"title": "E-Check Integrations",
"description": "Set up electronic check processing for bank transfers and ACH payments",
"key_features": [
"Lower transaction fees",
"Direct bank deposits",
"Automated processing",
"Bank verification"
],
"providers": ["Plaid", "Stripe ACH", "Dwolla"],
"setup_time": "5-15 minutes"
},
"api_keys": {
"title": "API Keys",
"description": "Generate and manage API keys to provide secure access to your clients or third-party applications",
"key_features": [
"Granular access control",
"Usage tracking and analytics",
"Permission management",
"Secure authentication"
],
"providers": ["Custom API Access"],
"setup_time": "2-3 minutes"
}
}
},
"quick_actions": {
"title": "Quick Actions",
"actions": [
{
"action": "View Status",
"description": "Check which integrations are active, inactive, or have errors"
},
{
"action": "Run Sync",
"description": "Manually trigger synchronization for any integration"
},
{
"action": "View Logs",
"description": "Access detailed logs for troubleshooting"
},
{
"action": "Get Help",
"description": "Open help documentation and support resources"
}
]
},
"getting_help": {
"title": "Need Help?",
"resources": [
"Read the complete Integrations Setup Guide",
"Watch video tutorials for each provider",
"Submit support tickets for technical issues",
"Join the community forum for user discussions"
]
}
}
}
}