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Documentation Index

Fetch the complete documentation index at: https://developers.novala.ai/llms.txt

Use this file to discover all available pages before exploring further.

Novala integrates with the external platforms your team already uses. Connections are authorized via OAuth, meaning Novala never stores your credentials — only the access tokens needed to sync data. You can connect multiple services, configure what data flows between them, and monitor sync activity, all from the Integrations settings. Go to Settings → Integrations. The Integrations section has two sub-pages:
  • Connections — manage OAuth connections to third-party providers
  • Flows — configure AI-generated sync flows between Novala and connected systems
If your account was configured with a direct Acumatica integration before the OAuth connections system was available, you may see a separate section for that connection in your Integrations settings.

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Connect a third-party service

1

Open Integration Connections

Navigate to Settings → Integrations → Connections.
2

Click Connect

Click the Connect button in the top right.
3

Select a provider

Choose the service you want to connect from the provider list.
4

Name the connection

Give the connection a name (for example, “Production Acumatica” or “Main Salesforce Org”). This name helps you identify the connection if you add multiple accounts from the same provider.
5

Authorize

Click Authorize. You’ll be redirected to the provider’s login page to grant Novala access. Once you approve, you’re returned to Novala and the connection appears as Active.
Credentials are encrypted at rest. OAuth tokens refresh automatically — you won’t need to re-authorize unless you revoke access from the provider’s side.

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Available integrations

Sync financial data, work orders, and customer records between Novala and your Acumatica ERP instance.What it enables:
  • Push completed work orders and service records to Acumatica
  • Sync customer and vendor records
  • Export invoices and purchase orders
How to connect: Select Acumatica as the provider, enter a connection name and your Acumatica instance URL, then authorize.
Sync leads, contacts, and deals with your Salesforce org.What it enables:
  • Two-way sync of leads and contacts
  • Push deal and pipeline data to Salesforce
  • Activate pre-built sync templates for common data flows
How to connect: A dedicated Salesforce card appears at the top of the Connections page when Salesforce is available on your account. Click Connect Salesforce and authorize.Once connected, any available sync templates appear under the Salesforce card. Click Activate on a template to create a corresponding sync flow in your account.
Sync financial records with QuickBooks Online.What it enables:
  • Export invoices and payments to QuickBooks
  • Sync customers and vendors
How to connect: Select QuickBooks from the provider list and authorize with your Intuit account.
Connect Novala to Microsoft services.What it enables:
  • Calendar and scheduling sync
  • Email communication tracking
How to connect: Select Microsoft 365 from the provider list and authorize with your Microsoft account.

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Sync flows

Integration flows are AI-generated automations that move data between Novala and a connected system when specific events happen. Navigate to Settings → Integrations → Flows to manage your flows.

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Create a flow

1

Click Create Flow

On the Flows page, click Create Flow.
2

Describe what you want to sync

In the text box, describe the integration in plain English. For example: “When a service is completed, sync the work order details to Acumatica.” Novala’s AI generates the flow configuration from your description.
3

Select a connection (optional)

If you have multiple active connections, you can specify which one the flow should use.
4

Generate and review

Click Generate. Novala creates the flow in draft status. Before it runs in production, you can sandbox-test it.
5

Sandbox and activate

Click the sandbox icon (shield) to run the flow against test data. If the sandbox passes, click Activate (play icon) to set the flow live.

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Flow statuses

StatusMeaning
DraftCreated but not yet tested
Sandbox pendingWaiting for a sandbox run
Sandbox passedReady to activate
Sandbox failedErrors found during testing — review and re-run
ActiveRunning and executing on real events
PausedTemporarily suspended

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Monitor sync activity

For OAuth-based flows, execution history is visible on the Flows page in the Executions and Last Run columns. Each execution record shows its status, run time, and any errors encountered. If you have a direct Acumatica connection, a Recent Sync Events table is available in your Acumatica connection settings. Each row shows the event type, entity type, status, timestamp, and any error messages. Failed or skipped events have a Retry button to re-queue them.

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API keys

API keys let external systems and scripts access the Novala API programmatically without going through OAuth. Navigate to Settings → API Keys to manage your keys.

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Create a key pair

1

Click Create Key Pair

On the API Keys page, click Create Key Pair.
2

Name the key pair

Enter a descriptive name (for example, “Acumatica Integration” or “Data Export Script”).
3

Copy your keys

Novala generates two keys:
  • Publishable key — safe for client-side use; read-only access
  • Secret key — for server-side use only; full access
Copy both keys now. The secret key is shown only once and cannot be retrieved after you close this dialog.
Treat your secret key like a password. Never commit it to source control or share it publicly. If a key is compromised, revoke it immediately from Settings → API Keys.

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Rotate a key

Click the rotate icon next to any active key to generate a replacement. The old key remains valid for 24 hours after rotation, giving you time to update any integrations using it.

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Revoke a key

Click the trash icon and confirm to immediately invalidate a key. Any integrations using that key will stop working at once. For details on authenticating API requests, see API authentication.