Integrations - CareNote Documentation

Zoom Meetings: Recorded Calls That File Themselves

Connect your church's Zoom account once, and every cloud-recorded care call files itself on the person's record as a Phone Call, with a summary, the full transcript and the recording link. Learn the setup, filing rules, calls that need review, and scheduling a Zoom from a profile.

Importing from Planning Center Online

If your church runs on Planning Center Online, CareNote can bring your people straight in. Connect once, import your active people, turn on People Sync, and see what each CareNote Plus sync adds.

Connecting Church Community Builder to CareNote

Bring your Church Community Builder congregation into CareNote in two steps. This guide covers authorizing the connection, running Start Import and Sync to CareNote, what a second run does and does not update, multi-campus churches, and disconnecting or reconnecting.

Connecting ChurchSuite to CareNote

Bring your ChurchSuite Address Book into CareNote. Create an API user in ChurchSuite, paste in your Client Identifier and Client Secret, and let a nightly sync keep profiles and households current.

Connecting Subsplash to CareNote

Bring your congregation from Subsplash into CareNote. Save your credentials, click Import People, and optionally turn on webhooks to keep profiles current. Includes how to disconnect and what a Subsplash delete does in CareNote.

CareNote + ParishSoft: A New Integration for Catholic Parishes

A priest asked if CareNote could integrate with ParishSoft. It couldn't—not yet. We offered to build it if his parish subscribed for a year. He said yes. Now every Catholic parish using ParishSoft can import their families and parishioners into CareNote with just a few clicks.

Harnessing Custom Integration: Planning Center Online Forms Meet CareNote

Discover how CareNote's custom integration transforms pastoral care management. This feature, initiated by user demand, allows seamless integration with Planning Center Online, enhancing functionality and offering new capabilities to churches.

Enhancing Pastoral Care: CareNote's Integration with Planning Center Online

Discover how CareNote's integration with Planning Center Online streamlines pastoral care by syncing congregant data, enhancing care management, and providing direct PCO profile access for improved service delivery. Simplify your care tasks with this robust integration!

Integrating Breeze Church Management with CareNote: A Step-by-Step Guide

Learn to seamlessly integrate Breeze Church Management with CareNote for efficient congregant data import in our easy step-by-step guide. CareNote helps you remember, be informed, and deliver care.

Streamlining Your Pastoral Care: Importing Data from Planning Center Online to CareNote

Seamlessly sync CareNote with Planning Center: Real-time updates, secure OAuth, and no double data entry for effortless pastoral care management. CareNote helps you remember, be informed, and deliver care.