Connected apps

What connects, and the read-only principle#

A firm admin connects other tools from Settings → Connected apps: a grid of apps, click one to connect it. The working principle is read-only: COREboards reads from the connected app to enrich your firm's picture and never changes your data there. (The one exception is Notion's optional to-do checkoff, which you enable explicitly in Notion, below.)

• Harvest: pull time, projects, and people from a separate timekeeping app into your firm-wide picture.
• HubSpot: feed your sales pipeline into the Staffing capacity forecast.
• Notion: show a project's Notion notes and tasks on its Overview.
• Calendars (Google, Microsoft 365, Apple): personal connections made from the timecard rather than here (below).
• Tiles marked Soon are on the roadmap. If one of them is the app your firm uses, tell us and we'll prioritize it.

Harvest: a second timekeeping app#

Run part of your firm on Harvest: a separate office, or a distinct business like an interiors studio? Connect it and its hours and project revenue flow into COREboards alongside your CORE work, giving you one firm-wide picture: a combined revenue forecast and utilization across both, instead of stitching spreadsheets together.

• To connect: click the Harvest tile, create a Personal Access Token at id.getharvest.com/developers, paste the token and your Account ID, then Test & Connect. The connection is verified live before anything saves.
• Sync now pulls the latest projects, people, and time entries; the tile shows when it last synced.
• Credentials are sent once on connect and never shown again. Disconnect removes the connection and its synced data.

HubSpot: pipeline into capacity#

Connect HubSpot and your deals flow into the Staffing board's Capacity lens as the work you're about to win: the “what if we win” view of whether the firm has room for what's in the pipeline.

• To connect: click the HubSpot tile and you're sent to HubSpot to approve read-only access to your deals, then brought back. COREboards never sees your HubSpot password.
• Sync now refreshes the deal list on demand; syncs also happen on their own.

Notion notes & tasks on a project#

Once your firm connects Notion, each project's Overview gains a Notion notes & tasks tile. A project editor links one Notion page to the project; that page's checkbox to-dos and readable notes then show on the tile and refresh on their own (when you return to the tab, and about once a minute). You can check a to-do off, or add one, right from the tile, and the Notion page updates to match.

• To link a page: open a project → Overview → the Notion notes & tasks tile → Link a Notion page → search and pick it, or paste the page's Notion link to link it instantly.

Sharing a page with COREboards

COREboards can only read Notion pages you've explicitly shared with it (that's Notion's security model, and it's a good thing: you control exactly what's visible).

• In Notion, open the page → ••• (top-right) → type connections in the “Search actions” box → Add connections → choose COREboards.
• Tip: share a parent page or teamspace once and every page inside it is covered, so new project pages appear automatically.
• A newly shared page can take a moment to appear in the picker's search. Paste its Notion link instead to link it right away.

Your calendar, feeding your timecard#

Calendar connections are personal, not firm-wide, and live where you use them: the calendar drawer beside your timecard in the Time Card panel. Connect a calendar and the week's events appear next to your hours, each with a suggested project, phase, and activity, ready to become real CORE time entries in a click.

• Google Calendar and Microsoft 365 connect through a small sign-in popup: approve read-only access to your calendar and you're done. Google note: while COREboards is still being verified by Google, its screen warns the app isn't verified and leaves the calendar box unticked — choose Advanced → “Go to COREboards” and be sure to tick “View events on all your calendars” before Continue, or your calendar won't actually connect.
• Apple Calendar (or any other calendar app) connects as a calendar feed: paste a webcal:// or https:// feed link. In Apple Calendar: right-click a calendar → Share Calendar → Public Calendar, then copy the link.
• Add calendar connects more: several accounts and feeds can sit side by side, each with its own show/hide toggle, so a personal calendar can stay out of the way.
• The event-to-project mapping is self-training: confirm where an event belongs once and the next similar event arrives pre-sorted.

The full how-to (calendar events as ghost entries, filters, dismissing an event, logging from the calendar view) lives in the Logging time chapter.