Access and manage investor and deal documents stored in Box directly from Ashta.

Let LPs, prospects, and partners book meetings that automatically sync to Ashta timelines.

View positions, balances, and custodial account data from Schwab within Ashta.

Use Claude to generate summaries and insights powered by your Ashta data.

Share documents securely through DocSend and see engagement activity inside Ashta.

Send and track subscription documents through DocuSign as part of Ashta onboarding.

Keep fund materials and investor files in Dropbox available from within Ashta.

Capture transcripts and call summaries and attach them automatically to Ashta records.

Sync Gmail, Drive, and Calendar activity with investor and deal records in Ashta.

Keep investor profiles and pipeline data in sync between HubSpot and Ashta.

Manage sensitive identifiers through Keeper while keeping workflows organized in Ashta.

Send LP communications through Mailchimp and track engagement inside Ashta.

Connect capital raising, investor onboarding, and subscriptions via North Capital in Ashta.

Automatically log calls and SMS threads from Quo into investor activity histories in Ashta.

Deliver automated notices and reports through SendGrid with status visible in Ashta.

Receive Ashta workflow updates and alerts directly in Slack channels.

Build automated AI call flows in Synthflow and trigger them from key actions inside Ashta.

Send SMS alerts and investor updates using Twilio as part of Ashta workflows.

Run identity checks with Veriff and record verification status within Ashta.

Sync journal entries and balances with Xero to keep accounting aligned with Ashta.

Connect Ashta with thousands of apps using Zapier automations and triggers.

Sync investor and CRM data between Zoho applications and Ashta.