M-Files integrations: connect M-Files to the systems you already use
SoftAdvice builds and manages the integrations between M-Files and your ERP, CRM, e-signature and Microsoft tools. No silos, no duplicate data, but one connected information system.
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Illustrative example
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In short
M-Files integrations connect M-Files to the business applications an organisation already uses: ERP and CRM systems such as Exact Online, Salesforce and HubSpot, e-signature platforms such as Penneo, DocuSign and Adobe Acrobat Sign, document generation with dox42, and Microsoft 365, Teams and SharePoint. Documents and data stay linked to the right client, project or file without manual archiving. SoftAdvice builds, monitors and maintains these integrations, including custom ones on the M-Files REST API.
ERP and CRM: documents linked to the right client and project
Relations, projects, deals and invoices live in your business systems. The integration keeps the matching documents in M-Files in sync, so nobody archives by hand.
Exact Online
Relations, projects and invoices synchronised between Exact Online and M-Files. Documents are linked directly to the right Exact entity, without manual archiving.
LiveRead moreSalesforce
Link M-Files files to Salesforce accounts, opportunities and contacts. Contracts and quotes are synchronised automatically.
LiveRead moreHubSpot
Connect HubSpot deals to M-Files project files. Documents created in HubSpot are classified and stored automatically.
LiveRead moreCustom integration
Is your system not listed? We build a custom integration on the M-Files REST API or our connector toolkit.
Read moreGenerate, sign and file documents without leaving M-Files
Documents are built from live M-Files metadata, sent for signature from the file, and the signed version comes back to the right place automatically.
dox42
Generate contracts, reports and other business documents from M-Files. dox42 fills your Word or PDF templates with live metadata, so nobody copies data by hand.
LiveRead morePenneo
Documents in M-Files are sent for signing via Penneo. After signing, the signed document is placed back in M-Files automatically.
LiveRead moreDocuSign
Sign contracts, NDAs and quotes with DocuSign, fully integrated into your existing M-Files workflows.
LiveRead moreAdobe Acrobat Sign
The SoftAdvice connector returns signed documents automatically to the right M-Files files.
LiveRead moreNitro Sign
Sign at every eIDAS level, with itsme, eID or iDIN, straight from M-Files.
LiveRead moreDioss Sign
The Belgian solution (formerly Quill), with itsme and eID for qualified signatures.
LiveRead moreHix
Dutch platform for accountancy offices, with advanced and qualified signing.
LiveRead moreValidSign
European platform with iDIN, DigiD and qualified certificates, hosted in the EU.
LiveRead moreWork in Microsoft, store in M-Files
Your team keeps working in the Microsoft tools it knows. M-Files adds the metadata, versions and permissions behind them.
Microsoft 365
Work from Word, Excel and Outlook while documents are saved in M-Files automatically. No duplicate storage, no manual uploads.
LiveRead moreMicrosoft Teams
M-Files documents available from Teams channels. Attachments in chats are classified and stored in the right vault automatically.
LiveRead moreSharePoint
Synchronisation between SharePoint libraries and M-Files. Use M-Files search on your existing SharePoint content.
LiveRead moreYour system not listed? We build the integration
We develop custom integrations on the M-Files REST API, webhooks and event handlers, from a simple file sync to complex bi-directional workflows.
An integration is never a one-off delivery. SoftAdvice also manages, monitors and maintains it, so it keeps working when either system changes. See our integration services for how we approach it.
- REST API and webhook integrations on demand
- Bi-directional synchronisation with external systems
- Event-driven architecture with real-time triggers
- Management, monitoring and maintenance included
Frequently asked questions
Which systems can M-Files integrate with?
Integrations are available for Exact Online, Salesforce, HubSpot, Penneo, DocuSign, Adobe Acrobat Sign, Nitro Sign, Dioss Sign, Hix, ValidSign, dox42, Microsoft 365, Teams and SharePoint. Other systems can be connected with a custom integration.
Can you build a custom integration?
Yes. We build custom integrations on the M-Files REST API, webhooks and event handlers, from a simple file sync to bi-directional workflows with real-time triggers.
Who maintains the integrations?
SoftAdvice. Management, monitoring and maintenance are part of every integration we build.
Do we have to change how our team works?
No. People keep working in the applications they already use, such as Outlook, Teams, Exact Online or their CRM. The integration takes care of filing and linking documents in M-Files.
How long does an integration take?
That depends on the system and on how much data has to flow in each direction. In an integration call we look at your systems and give you a realistic plan.
Ready to connect your systems?
Discover how SoftAdvice, the only M-Files Solution Partner in the BeNeLux, integrates your M-Files environment with the tools your organisation already uses.