Integrations

Connect With Your Existing Tools

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

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.

Core Records

Daily Sync
  • Associations
  • Units
  • Contacts
  • Employees

Operations

Real-Time API
  • Account balances
  • Compliance status
  • Work orders
  • Architectural requests

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

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

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

SSO via M365 credentials — your team logs in with the accounts they already use. No additional passwords or user management for IT admins. SmartAssist is the only solution in this market with M365 integration.

  • Live today: Single sign-on with M365 credentials
  • Coming H1 2026: Direct Outlook email access
  • Coming H1 2026: AI-drafted responses in draft folders
  • Coming H1 2026: 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.

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

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
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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