What Integrations Are For
Integrations are used to bring work context into Trivexis. Depending on your Organisation and rollout, that context may include customer records, activity, calendars, communication, or billing state.How To Think About Connected Data
Trivexis is designed to augment your existing systems, not make your team blindly replace them. When a connected system remains the source of truth, Trivexis uses that data to prepare better work while keeping important decisions under human control.Common Setup Questions
| Question | Where to start |
|---|---|
| Which systems can connect? | Ask your Trivexis contact or check available settings in the Portal. |
| Why is context missing? | Confirm the integration is connected and has permission to read the relevant data. |
| Who can configure integrations? | Usually a principal, admin, or authorised team member. |
| Can Trix change external systems? | Only where that capability is enabled and guarded by review/confirmation. |
Available integrations depend on rollout status and your Organisation’s plan.