Integrations
Phone, email, calendar, payments, lead sources and your website forms.
16 guides
- What MoveBoard connects toEvery outside service MoveBoard works with — card payments, texting, phone, email, calendar, your website, lead providers, maps — where each is set up and who sets it up. 3 min read
- Card payments (Authorize.net)How MoveBoard charges cards through your Authorize.net account — the keys, what's kept, refunds and voids, and how to check it's working. 2 min read
- Texting and phone numbersYour business texting number, the carrier registration it needs, what texting costs and where each part is set. 2 min read
- RingCentral phoneConnect your RingCentral line so calls ring in MoveBoard, each person signs in to their own extension, and every call is filed on the customer's order. 2 min read
- Google and Microsoft mailConnect a Google or Microsoft mailbox by signing in — what MoveBoard can then do with it, and what to do when it asks you to connect again. 2 min read
- Google CalendarPut your moves, storage jobs and estimates on Google Calendar — the company's calendars, shared with each person who picks them. 2 min read
- Install the quote form on your websitePut MoveBoard's quote forms on your website with one line of code and a tag, test that it worked, and what to do on WordPress, Wix, Squarespace or Webflow. 2 min read
- Lead providers (Angi and others)How leads you buy from Angi and other providers arrive in MoveBoard, how they're named, and what happens to duplicates. 3 min read
- Send leads by APIFor your web developer or a lead seller — sending leads into MoveBoard from another system, what a lead needs, and how duplicates and limits work. 3 min read
- Leads from emailsMoveBoard doesn't read lead emails. Leads come in when a provider posts them — through the lead API or a provider connection like Angi. How to get an emailing provider connected. 1 min read
- Addresses and GoogleHow MoveBoard finds addresses, works out miles and drive times with Google, handles Canadian postal codes, and when to add your own Google key. 2 min read
- Zillow on an addressOpen a customer's address on Zillow from the order to see the house — its size, photos and stairs — before you quote. 1 min read
- The card for your balanceThe card that tops up your prepaid balance for texting and the AI receptionist — adding it, auto-recharge, and what happens after three declines. 2 min read
- AI connections (MCP)What letting an AI assistant like Claude work with your MoveBoard data will mean, and where it stands today. 1 min read
- QuickBooksWhat the QuickBooks page holds today — your keys and when payments should be posted — and what to do until sending to QuickBooks is available. 1 min read
- Zapier and othersConnections that aren't offered yet — Zapier, reading lead emails, and other services — and what to do in the meantime. 1 min read
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.