Integrations & API Layer
Most teams juggle multiple tools, and things break in the gaps: missed emails, outdated CRM entries, double bookings, or lost tasks. Midra connects your CRM, inboxes, and calendars into one seamless system. Every update becomes a single source of truth, creating predictable workflows and eliminating manual copy-paste work.
“Your tools finally talk to each other—without duct tape.”
Sync contact and lead data automatically
Calendar bookings update CRM records instantly
Emails and conversations can trigger workflow actions
Deduplication rules prevent messy databases
Role-based routing for multi-team organizations
Full audit visibility for all synced actions
Works with Google, Microsoft, and major CRMs
Powered by secure, configurable Midra custom workflows
HubSpot, Pipedrive, Zoho, Salesforce, Monday, Notion CRMs, and custom-built systems.
Yes. New bookings, reschedules, cancellations, and no-shows can all sync back to the pipeline.
Yes—new conversations, replies, and tagged emails can start workflow actions.
We apply validation rules, deduping logic, and cleanup flows to fix schema issues.
Absolutely. Each team, location, or service can have its own routing logic.
No. Your workflows are independent—tools can be swapped without rebuilding everything.
Let's talk about how can CRM, Email & Calendar Integrations can help your business.
Documents shouldn’t slow your team down. Midra integrates your storage systems, document generators, and e-signature tools into a unified flow. Files are created, sent, signed, and organized automatically—following your structure and access rules.
“Documents move themselves to the right place—signed, sorted, and synced.”
Automatic folder creation based on client, case, or service
Route documents to the right team instantly
Direct integration with e-sign platforms
Store completed files in structured locations
Enforce naming conventions and access rules
Generate internal or client-ready documents
Maintain clean audit trails
Powered by secure, configurable Midra custom workflows
Google Drive, OneDrive, Dropbox, SharePoint, S3-compatible storage, and internal file servers.
Yes—based on client IDs, cases, dates, services, or custom rules.
DocuSign, SignRequest, Dropbox Sign, Adobe Sign, and others.
Yes. Each department can have its own routing logic.
Yes. Old versions can be archived or flagged while new ones replace them.
Every signed result can be routed, tagged, and stored instantly.
Let's talk about how can Storage, Documents & E-Sign Integrations can help your business.
Every industry has its own software: clinic platforms, legal case tools, real-estate CRMs, wealth management systems, HR suites, and more. Many lack modern APIs or reliable automation. Midra bridges the gap with custom integration layers that connect your industry systems to your CRM, portal, and workflows.
“If your system can’t integrate—Midra makes it integrate.”
Connect to niche, legacy, or industry-specific platforms
Build Custom API bridges for systems without modern endpoints
Trigger workflows based on events inside external platforms
Sync client data, cases, appointments, or financial information
Multi-location or multi-brand routing
Reduce manual data entry and operational delays
Avoid costly software migrations
Powered by secure, configurable Midra custom workflow layers
Clinic systems, legal case tools, insurance/wealth platforms, property CRMs, ERP modules, and custom-built tools.
We build a custom middleware layer or use alternate sync methods that maintain security and reliability.
Yes. Any trackable data point can be synced to your CRM or workflow engine.
Yes. All integrations follow strict permissioning and logging rules.
Extremely—by team, location, service, department, or custom logic.
No. Midra integrates with your existing tools so you avoid migrations.
