Integrations and CRM

AcaTrove connects with external services to extend its capabilities and reduce manual data entry. The integrations page lets administrators configure connections to third-party tools, set up webhooks for event-driven automation, and monitor synchronization history. Admin role is required.

Accessing Integrations

Navigate to /admin/integrations from the admin sidebar.

Integrations list showing connected services and their status

Available Integrations

AcaTrove supports integrations with several categories of external services:

Reference Managers -- Sync with Zotero, Mendeley, or EndNote to import bibliographic data and keep your AcaTrove library in sync with your reference manager.

Identity Providers -- Connect ORCID for researcher identification. SAML and LDAP integrations are available for institutional single sign-on (Enterprise tier).

Cloud Storage -- Connect Google Drive, Dropbox, or OneDrive to import documents directly from your cloud storage.

Communication -- Integrate with Slack or Microsoft Teams to receive AcaTrove notifications in your team channels.

Calendar -- Sync AcaTrove calendar events with Google Calendar or Outlook.

Configuring an Integration

1. Click on the integration you want to configure from the integrations list.
2. Follow the setup wizard, which typically involves:
   • Authenticating with the external service (OAuth flow or API key entry).
   • Selecting which data to sync (e.g., which Zotero collections to import).
   • Setting the sync direction (one-way from external service to AcaTrove, one-way from AcaTrove, or bidirectional).
   • Choosing the sync frequency (real-time, hourly, daily, or manual).
3. Click Save and Connect.

Integration configuration with sync settings and authentication

Webhooks

Webhooks allow AcaTrove to notify external systems when specific events occur:

1. Click + Add Webhook in the webhooks section.
2. Enter the target URL where AcaTrove should send the webhook payload.
3. Select the events that trigger the webhook (e.g., new publication uploaded, project created, requisition approved).
4. Optionally set a secret token for payload verification.
5. Click Save.

AcaTrove sends a JSON payload to the target URL each time the selected event occurs. Use webhooks to trigger workflows in tools like Zapier, Make, or custom internal systems.

Sync History

The sync history tab shows a log of all synchronization events across your integrations:

• Timestamp of each sync.
• Number of records synced (created, updated, skipped).
• Any errors or conflicts encountered.
• Resolution status for conflicts.

Use this log to troubleshoot sync issues and verify that data is flowing correctly between systems.

Disabling an Integration

To temporarily stop an integration without removing its configuration, click Pause on the integration card. The connection settings are preserved but no data syncs until you resume. To permanently remove an integration, click Disconnect and confirm.

Tips

• Start with one-way sync from the external service to AcaTrove to verify data quality before enabling bidirectional sync.
• Monitor the sync history after initial setup to catch any data mapping issues early.
• Use webhooks to build custom automation workflows that fit your institution's specific needs.
• Review connected integrations quarterly to remove any that are no longer in use.