What integrations help with
Properties and reservations
Bring listings, bookings, guests, owners, and stay details into Trellis.
Messages
Read and reply to supported guest, owner, and vendor conversations from Inbox.
Tasks and field work
Keep cleaning, maintenance, inspection, comments, photos, and assignments aligned.
Finance and spend
Give the AI Agent access to approved finance details, such as card spend or property-level reports.
Before you connect
- Make sure you are an admin in Trellis.
- Make sure you have permission to connect the outside account.
- Keep passwords, secrets, and connection keys out of tickets, chat messages, and screenshots.
- Decide which system should be the source of truth for each kind of data.
Connect an integration
How to check it worked
- The integration shows a connected status.
- The first properties, reservations, tasks, reviews, transactions, or messages appear in Trellis.
- New updates appear after the connected tool changes.
- Messages or updates sent from Trellis appear in the connected tool when the integration supports sending back.
Common problems
The connection test fails
The connection test fails
Check that the connection details were copied correctly, the outside account is active, and your account has permission to connect it.
Data is missing after connecting
Data is missing after connecting
Run a manual sync if the integration offers one. Also check whether the missing record is active in the connected tool.
Replies are not sending
Replies are not sending
Confirm that the original channel supports replies through the integration and that the connection is still active.
A teammate cannot manage integrations
A teammate cannot manage integrations
Check their role in Settings > Permissions. Integration setup is usually limited to admins.