Integrations

Connect With Your Existing Tools

Deep PMS integrations with daily data sync and real-time API access — not just surface-level connectors.

Keep source systems connected and distinctCommunity records and live operational data flow into SmartAssist. Microsoft 365 supplies a separate sign-in path. These are illustrative connections, not live sync statuses.The right context, from the right placeYour PMSCore records · daily syncOperations · live lookupSmartAssistCommunity contextSource-linked answersMicrosoft 365Separate sign-in path
Data Sync

Daily Sync + Real-Time API Access

SmartAssist pulls core records nightly and queries live operational data on demand — your AI always has the latest information.

Daily source records keep the community directory connectedCommunity management systemDaily record syncAssociationsUnitsContactsEmployees

Core Records

Daily Sync
  • Associations
  • Units
  • Contacts
  • Employees
Look up current operational data when it is neededAsk a questionLive API lookupOperational contextBalances · work orders · compliance

Operations

Real-Time API
  • Account balances
  • Compliance status
  • Work orders
  • Architectural requests
Source folders and documents connect to a searchable libraryPMS librarySource foldersKnowledgeLinked recordsDocuments retain their source context

Documents

Daily Sync
  • Document library folders
  • Governing documents
Real-Time API
  • Document metadata

One-Time Setup

Enter your PMS API credentials once during onboarding — SmartAssist handles the rest automatically. No recurring manual configuration or data exports needed.

Platform Integrations

Connect SmartAssist with your existing management tools.

Vantaca provides core records and operational contextVantacaDaily syncCore recordsLive lookupOperations

Vantaca

Full integration with daily sync for associations, units, contacts, and employees — plus real-time API access for balances, compliance, work orders, and architectural requests.

  • Daily sync: associations, units, contacts, employees
  • Real-time API: balances, compliance, work orders
  • Document library folder access
  • One-time API credential configuration
  • Automatic data reconciliation
FrontSteps Caliber connects source data to SmartAssistFrontSteps / CaliberCore recordsLive operationsDocument librarySmartAssist

FrontSteps / Caliber

Full integration with the same daily sync and real-time API capabilities as Vantaca — associations, units, contacts, employees, and live operational data.

  • Daily sync: associations, units, contacts, employees
  • Real-time API: balances, compliance, work orders
  • Document library folder access
  • One-time API credential configuration
  • Automatic data reconciliation
Microsoft 365 sign-in with a clear availability boundaryMicrosoft 365Sign in with your work accountEmail & document connectionsConfirm additional availability

Microsoft 365

SSO via M365 credentials — your team logs in with the accounts they already use. No additional passwords or user management for IT admins.

  • Live today: Single sign-on with M365 credentials
  • Confirm availability: Direct Outlook email access
  • Confirm availability: AI-drafted responses in draft folders
  • Confirm availability: Document integration across modules

Easy Sign-In

Your team logs in with the credentials they already use. SmartAssist detects each customer's identity provider automatically — no manual configuration needed.

A work identity provider authenticates access to SmartAssistWork identitySmartAssistOne sign-in, assigned accessYour existing organization credentials

Microsoft 365 Sign-In

Your team logs in with their existing M365 credentials. SmartAssist uses intelligent routing to detect each customer's identity provider automatically during login — no manual configuration needed per user.

Primary authentication path for community management companiesIntelligent per-customer provider routingNo manual SSO configuration per userEnterprise-grade security via Microsoft identity platform
Identity routing sends a team member to their configured providerEnter your work emailConfigured identity providerYour team workspace

Google Workspace

Available

Full Google Workspace SSO support is built in and available for customers who use Google instead of Microsoft. Intelligent routing handles the provider detection seamlessly.

Google Workspace SSOAutomatic provider detectionSame seamless login experience as M365

Integration Partner

SmartAssist is a proud partner of FRONTSTEPS, working together to bring document-grounded AI assistants to community managers across the country.

FRONTSTEPS Official Partner
Take the next step

Need a Custom Integration?

SmartAssist supports any PMS with an API. Contact us about integrating your specific tech stack.

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No Setup FeesMonth-to-Month14-Day Trial with Your Data