Velocibid

Integrations Overview

Connect Slack, HubSpot, Salesforce, SharePoint, Google Drive, Notion, Teams, Jira, and DocuSign.

Velocibid integrates with 9 tools to streamline your proposal workflow — from CRM syncing and notifications to task management and e-signatures. All integrations are configured under Settings → Integrations.

Slack

Real-time notifications for comments and approvals.

HubSpot

Sync deals as projects in your pipeline.

Salesforce

BYOK CRM integration for deal syncing.

SharePoint

Import files from Office 365.

Google Drive

Directly pick Docs, Sheets, and PDFs.

Notion

Import pages from your workspace.

Microsoft Teams

Rich adaptive card notifications.

Jira

Create tasks from question assignments.

DocuSign

Send proposals for e-signature.

Google Drive Configuration

To enable the "Import from Drive" feature, you need to configure a Google Cloud Project. This requires two specific keys: a Client ID and an API Key.

Step 1: Get Your Keys

  1. Go to the Google Cloud Console.
  2. Create a new Project (e.g., "Velocibid Integration").
  3. Enable two APIs: Google Drive API and Google Picker API.
  4. Create Credentials:
    • OAuth Client ID (Application Type: Web Application).
    • API Key (Restrict this to the APIs above for security).

Troubleshooting Common Issues

Error: "The API developer key is invalid"

This means you forgot to enable the Google Picker API. Enabling "Drive API" is not enough. Go to "Enabled APIs & Services", search for "Google Picker API", and enable it.

Error 400: redirect_uri_mismatch

This means Google blocks your website URL. Go to your Client ID settings and add your URL (e.g., http://localhost:3000 or https://your-domain.com) to Authorized JavaScript origins.

Notion Integration

Import pages directly from your workspace.

Setup Instructions

  1. Go to Notion Integrations.
  2. Create a new "Internal Integration".
  3. Copy the Internal Integration Token (starts with secret_).
  4. Paste it in Velocibid Settings.
  5. Important: In your Notion workspace, go to the page you want to share, click "..." > "Connections" > Add your new integration.

Microsoft Teams

Receive rich adaptive card notifications in your Teams channel for project updates, approvals, deadlines, and AI analysis results.

Setup Instructions

  1. In Teams, go to the channel you want notifications in.
  2. Click "..." > "Connectors" > "Incoming Webhook".
  3. Name it "Velocibid" and click Create.
  4. Copy the Webhook URL and paste it in Velocibid Settings.
  5. Configure which events trigger notifications using the toggles.

Supported Notification Events

  • Project Created — when a new project is created
  • Project Status Changed — when a project moves between stages
  • Approval Requested — when an answer is submitted for approval (includes "Review in Velocibid" button)
  • Approval Completed — when an approval workflow completes successfully
  • Approval Rejected — when an approval is rejected
  • Deadline Approaching — 48 hours before a project deadline
  • AI Analysis Completed — when compliance audit or win probability finishes

Jira Integration

Connect your Atlassian Jira Cloud instance to create issues directly from question assignments. When you assign a question to an SME, Velocibid can create a corresponding Jira task with the question details, due date, and a link back to the project.

Setup Instructions

  1. Go to Settings → Integrations → Jira and click Connect Jira.
  2. Authorize Velocibid with your Atlassian account.
  3. Select a default Jira project from the dropdown (this can be changed later).
  4. In any project, assigned questions will show a linked Jira issue badge.

Features

  • Issue Creation — questions assigned to team members can generate Jira issues with full context
  • Link Tracking — a Jira issue badge appears on linked questions with a direct link to the issue
  • Status Sync — Jira webhooks update the sync timestamp when issues transition
  • Project Mapping — set a default Jira project per organization

DocuSign Integration

Send completed proposals for e-signature directly from Velocibid. After exporting your project as PDF, you can send it through DocuSign and track the signing status right in your project dashboard.

Setup Instructions

  1. Go to Settings → Integrations → DocuSign and click Connect DocuSign.
  2. Authorize Velocibid with your DocuSign account.
  3. Once connected, open any project and select Actions → Send for Signature.
  4. Enter the signer's name and email. The document will be sent immediately.
  5. Signing status updates automatically via webhooks (sent, delivered, signed, completed).

How Signing Works

  • Export first — generate your proposal as PDF using the Export action
  • Send for Signature — the PDF is uploaded to DocuSign as an envelope
  • Track status — signature status badge appears in the Actions dropdown
  • Auto-update — DocuSign Connect webhook updates your project when the document is signed