Integrations

Rubi can be integrated with a wide range of external services to streamline internal processes and reduce administration processes

Integrating with Rubi

Rubi is fully integrated with Outlook via the Rubi Outlook Plugin.

  • Log Sent or Received Emails
  • View Member/Customer Information
  • Link Emails to Existing Events/Training Courses
  • Add Appointments to Outlook Calendar

Rubi can be integrated with your website to:

  • Process Member & Customer Registrations Online
  • Advertise Events & Training Courses
  • Provide Access to Member/Customer Directories
  • Accept Payments & Process Bookings
  • Generate Automated Emails for Purchases
  • Allow Contacts to Update Personal Information

The RDPP can be added to your website, email signatures, e-marketing campaigns and other locations. Once accessed, your contacts can:

  • Provide Consent to Policies
  • View Personal Details
  • Update Personal Details
  • Amend Marketing Preferences
  • Request Right to Erasure

Rubi can be integrated with your Sage accounting product.  Once linked, you can:

  • Process Items to Invoice from Rubi to Sage
  • Update Balances from Sage to Rubi
  • Automatically Save Invoices in Rubi
  • Email Invoices as PDF Attachments
  • Process Receipts & Credits
  • Process Receipts & Credits
  • Automate Transactional Updates

Rubi can be integrated with your Xero accounting product.  Once linked, you can:

  • Process Items to Invoice from Rubi to Sage
  • Update Balances from Sage to Rubi
  • Automatically Save Invoices in Rubi
  • Email Invoices as PDF Attachments
  • Process Receipts & Credits
  • Process Receipts & Credits
  • Automate Transactional Updates

Rubi can be integrated with your QuickBooks accounting product.  Once linked, you can:

  • Process Items to Invoice from Rubi to Sage
  • Update Balances from Sage to Rubi
  • Automatically Save Invoices in Rubi
  • Email Invoices as PDF Attachments
  • Process Receipts & Credits
  • Process Receipts & Credits
  • Automate Transactional Updates

Rubi can be integrated with your existing MailChimp Account(s).  Once linked, you can:

  • Send Bulk Emails to Contacts
  • Log Interactions in Bulk
  • View MailChimp Audiences
  • Update MailChimp Audiences
  • Bulk Update Contact Interests & Subscriptions

Rubi can be integrated with your existing eCERT account.  Once linked, you can:

  • Bulk Download Export Docs from eCERT to Rubi
  • Receive Automatic Updates
  • Process Items for Invoicing

**COMING SOON**

Rubi can be integrated with your existing Zoom account(s).  Once linked, you can:

  • Create Zoom Meetings in Rubi
  • Send Event/Training Course Attendees to Zoom
  • Manage Attendee Lists (cancellations etc)