Help Guide for Integrations

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Logging into Osmosis with Your Gmail or Google Apps for Domains Account

When you log into Osmosis, we provide an option to log in with Google. As long as you created your Osmosis account with a Gmail or Google Apps for domains account, this will allow you to log in without typing a password. 

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Using Zapier with Osmosis

Zapier allows you to connect Osmosis to hundreds of other applications, triggering events within Osmosis when business events happen, or triggering events in your other applications when events happen in Osmosis. Osmosis allows you to automatically create new clients, create and send questionnaires as the action of a trigger.

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Using Trello with Osmosis

From the integrations page, select ‘Connect your Trello account’. Select `Connect your Trello Account’. Select ‘Get your authorize key from Trello first’. Select ‘Allow’. Copy the API key Trello provides. Paste it back into Osmosis. Osmosis is now configured, and will sync your projects.

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Using Basecamp with Osmosis

From the integrations page, select ‘Connect your Basecamp account’. Select ‘Connect to your Basecamp Account.’ Select ‘Yes, I’ll allow access.’ Once this is complete, Osmosis will sync projects from Osmosis to Basecamp.

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Using Xero with Osmosis

From the integrations page, select ‘Start the synchronization’ under Xero. This will take you to Xero to authorize Osmosis. Select ‘Authorize’, and Xero will return you to Osmosis. Osmosis will now create invoices when your proposals are signed.

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Using Freshbooks with Osmosis

To enable integration with Freshbooks, go to the Osmosis settings page. Click integrations, and you will be taken to the integrations page. Click ‘Connect your FreshBooks account.’ You will be prompted for your Freshbooks URL, e.g. https://osmosis.freshbooks.com/ . You will be directed to FreshBooks to grant Osmosis access.

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