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Integrations

Integrations in the sidebar is where Quanty meets the tools your data already lives in: mailboxes, Google Sheets, KSeF, WhatsApp, SMS, the AI Secretary, telematics and the Polish public registries. "See and manage all integrations." Each card says whether it is connected, and its button takes you to the page where you set it up.

Before you start

  • Anyone in the organization can open the page. Connecting a mailbox, Google Sheets or files needs a member or admin; viewers see "Only members and admins can connect mailboxes."
  • KSeF, WhatsApp, the AI Secretary and SMS need the Gold plan or higher, and their setup is done by an admin. On a lower plan their cards carry the plan's name, with Upgrade to Gold for admins and Ask an admin to upgrade for everyone else.
  • Telematics is part of the TMS add-on (see Telematics (GPS)).

The page

The page has two parts:

  • Connected: "Integrations already working in this workspace." Each connected integration with Manage, and under it Connected mailboxes (see Mailboxes).
  • Browse integrations: "Discover new ways to bring your data into Quanty." The catalog, with Search integrations, Filter and the categories on the left.

Filter shows All integrations, Connected, Ready to connect, Built in, Needs an upgrade or Coming soon. The categories are Essentials, Email, Communication, Voice, Files & storage, Spreadsheets, Finance & invoicing, Fleet & telematics and Data & enrichment.

What a card says

StatusWhat it means
Connected (or "Connected · 2")Working in your organization, with the number of connections.
Needs attentionConnected, but something needs a look (for example a mailbox to reconnect); the button says Review.
Built inWorks without setup: No setup needed.
Not available yetThe integration is not switched on for your organization.
Coming soonNot available.
Plan name, for example GoldNeeds a higher plan.

The buttons are Connect, Set up and Manage.

The catalog

IntegrationWhat it is forNeedsPage
Gmail"Start automations from incoming mail and send from your Gmail address."A member or adminMailboxes
Other email (IMAP/SMTP)"Any other mailbox, connected with its server settings."A member or adminMailboxes
Quanty inbox address"A unique Quanty address you forward emails to."A member or adminMailboxes
WhatsApp"Customer messages land in a table, automations reply."Gold, set up with QuantyWhatsApp
SMS"Send text messages from automations when something happens."GoldSMS
AI Secretary"A voice assistant answers your phone and writes each call into a table."Gold, an adminAI Secretary
Google Sheets"Import rows from Google Sheets or export a table to it, on a schedule or with one click."A member or adminGoogle Sheets
KSeF (e-invoices)"Purchase and sales invoices from KSeF as rows in a table."Gold, an adminKSeF e-invoices
Telematics (GPS)"Your trucks live on a map, and a Vehicles table that keeps itself current."TMS add-onTelematics (GPS)
Polish public registries"Company data from GUS REGON, KRS and CEIDG, available to chat and AI columns."Nothing: Built inColumns and AI

The catalog also lists Outlook and SharePoint & OneDrive, which say Not available yet, and a few cards marked Coming soon; neither kind can be connected. With the TMS add-on, a TMS Demo card sets up the TMS sample data (see TMS settings).

Google Sheets syncs one way at a time

Each sync moves rows in one direction: an import from Google into Quanty, or an export from Quanty to Google. Make two syncs for both directions.

SMS

The SMS card opens the SMS page: "Quanty can send short text messages for you: from an automation, or when the AI Secretary has taken a call."

  • SMS is one-way: messages go out from the sender name QUANTY, and replies are not received. "If you need a conversation, use WhatsApp."
  • Status shows the Sender name, Sent this month, the Limit per hour, your plan and the credits per SMS.
  • Send a test SMS sends one message to a number you type. Only an administrator of the organization can send a test, and only admins see the log of recent messages.
  • Limits: 30 SMS an hour and 1 000 a month per organization; a long text is cut to three SMS parts. Each SMS part costs credits (about 42 credits to a Polish number).
  • On a plan below Gold: "SMS is in the Gold plan" with See the Gold plan.

You send SMS from an automation (Send an SMS, see Actions) or from the AI Secretary's notifications (see Secretary settings).

Polish public registries

The registries card is Built in: "Company data from GUS REGON, KRS and CEIDG, available to chat and AI columns." There is nothing to connect; ask the chat about a company by its NIP, or use the company data in an AI column.

Good to know

  • One page per integration. Each card's Manage or Set up opens that integration's own page (KSeF, WhatsApp, Google Sheets, AI Secretary, SMS, Telematics). Mailboxes are managed right on the Integrations page.
  • Agents. The agent settings show a list of data connections; none can be switched on, so agents work with what is in Quanty (see Agents).
  • Quanty's own API. Other systems read TMS data and send vehicle positions through the API Reference.