Integrations
Rubi can be integrated with a wide range of external services to streamline internal processes and reduce administration processes
Integrating with Rubi
Rubi is fully integrated with Outlook via the Rubi Outlook Plugin.
- Log Sent or Received Emails
- View Member/Customer Information
- Link Emails to Existing Events/Training Courses
- Add Appointments to Outlook Calendar
Rubi can be integrated with your website to:
- Process Member & Customer Registrations Online
- Advertise Events & Training Courses
- Provide Access to Member/Customer Directories
- Accept Payments & Process Bookings
- Generate Automated Emails for Purchases
- Allow Contacts to Update Personal Information
The RDPP can be added to your website, email signatures, e-marketing campaigns and other locations. Once accessed, your contacts can:
- Provide Consent to Policies
- View Personal Details
- Update Personal Details
- Amend Marketing Preferences
- Request Right to Erasure
Rubi can be integrated with your Sage accounting product. Once linked, you can:
- Process Items to Invoice from Rubi to Sage
- Update Balances from Sage to Rubi
- Automatically Save Invoices in Rubi
- Email Invoices as PDF Attachments
- Process Receipts & Credits
- Automate Transactional Updates
Rubi can be integrated with your Xero accounting product. Once linked, you can:
- Process Items to Invoice from Rubi to Sage
- Update Balances from Sage to Rubi
- Automatically Save Invoices in Rubi
- Email Invoices as PDF Attachments
- Process Receipts & Credits
- Automate Transactional Updates
Rubi can be integrated with your QuickBooks accounting product. Once linked, you can:
- Process Items to Invoice from Rubi to Sage
- Update Balances from Sage to Rubi
- Automatically Save Invoices in Rubi
- Email Invoices as PDF Attachments
- Process Receipts & Credits
- Automate Transactional Updates
Rubi can be integrated with your existing MailChimp Account(s). Once linked, you can:
- Send Bulk Emails to Contacts
- Log Interactions in Bulk
- View MailChimp Audiences
- Update MailChimp Audiences
- Bulk Update Contact Interests & Subscriptions
Rubi can be integrated with your existing eCERT account. Once linked, you can:
- Bulk Download Export Docs from eCERT to Rubi
- Receive Automatic Updates
- Process Items for Invoicing
Rubi can be integrated with your existing Zoom account(s). Once linked, you can:
- Create Zoom Meetings in Rubi
- Allocate specific hosts for meetings
- Set unique passwords
- Create Zoom agendas
- Enable/Disable waiting rooms
- Email attendees via Zoom
