AccountKit

Send and receive SMS from AccountKit through your own Twilio account, capturing messages against the applicable client and client group.

Twilio (SMS) integration

Send phone messages, client file notes and supported AccountKit tool notifications to Microsoft Teams.

Microsoft Teams integration

Send phone messages, client file notes and supported tool notifications from AccountKit into Slack.

Slack integration

Connect Microsoft Teams to push AccountKit events and correspondence entries to a channel.

Setting up Microsoft Teams

Connect Slack to push AccountKit events and correspondence entries to a channel or person.

Setting up Slack

Send SMS updates, reminders and announcements to clients from AccountKit.

Setting up SMS

Microsoft Teams, Slack and Twilio updates from AccountKit.

Communication

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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