Data is the starting point
Your records aren't a paid add-on — they are where every document begins.
CRM-native, not CRM-integrated
Other tools treat your data as an optional connector. AppliFlo treats it as the starting point — the document is filled before a human touches it.
Your data, in the document
Fill the repeated fields
Names, dates, amounts, and line items drop in automatically across the document.
Bring your own source
Connect the Globaly platform or upload a CSV today — more connectors are on the way.
Connectors: shipped and on the roadmap
Auto-fill works today from CSV uploads and the Globaly platform. We are building first-class connectors for the systems teams ask for most.
- Shipped: CSV import and the Globaly platform.
- On the roadmap: Salesforce, HubSpot, and Google Sheets.
See the integrations page for the current, honestly-labeled connector list.