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Connecting Services

Vortalis supports services across 9 industry verticals:

Vortalis supports services across 9 industry verticals:

  • Productivity: Gmail, Google Calendar, Google Drive, Outlook, Teams
  • Messaging: Slack
  • CRM: Salesforce
  • Development: GitHub, Jira
  • Payments: Stripe
  • Financial: Bloomberg, SWIFT ISO 20022, FIX Protocol, Genesis
  • Healthcare: FHIR, GP Connect, NHS Spine, IM1
  • Legal: Clio, iManage, NetDocuments, Relativity
  • Custom: build your own adapter for any REST API

To connect a service, go to Services, click "Connect Service", select the service type, and provide the required credentials (API keys, OAuth tokens, etc.). Once connected, the service becomes available for agent access through policies.

Connecting Services | Vortalis docs | Vortalis