Integration Inventory template
Every automation, sync, and integration between systems.
Download Integration Inventory as Excel or CSV, free.
One form unlocks every template and paper on the site.
Worked example
6 filled rows showing the level of detail that makes this inventory useful — from one fictional mid-market B2B SaaS company, so the examples across the library describe a single coherent operation. The download keeps these on a separate sheet, so the one you fill in starts empty.
| Integration | Method | Trigger | Failure Handling | Monitored? | Owner |
|---|---|---|---|---|---|
| HubSpot → NetSuite (accounts) | Workato | Deal closed-won | Alert + manual | Yes - dashboarded | R. Okafor |
| Stripe → HubSpot (subscriptions) | Custom API | Stripe webhook | Auto-retry | Yes - dashboarded | Engineering |
| Zendesk ↔ HubSpot (tickets) | Native | Ticket create or update | Auto-retry | Yes - manual checks | S. Idris |
| Outreach → HubSpot (activity) | Native | Sequence step completed | Silent failure | No | unassigned |
| Webinar platform → HubSpot | Zapier | Registration | None | No | J. Bell |
| Finance model refresh | CSV Import | Monthly, by hand | None | No | Finance |
What's in it — 6 columns
The full schema is below, so you can see exactly what you're getting before you download it — or rebuild it by hand if you'd rather.
| Column | Input | Allowed values / hint |
|---|---|---|
| Integration | Text | e.g. HubSpot → Salesforce sync |
| Method | Choose one | Native · Zapier · Make · Tray · Custom API · Webhook · CSV Import · Other |
| Trigger | Text | What starts it? |
| Failure Handling | Choose one | Auto-retry · Alert + manual · Silent failure · None |
| Monitored? | Choose one | Yes - dashboarded · Yes - manual checks · No |
| Owner | Text | Who maintains this? |
LEARN HOW TO FILL IT IN
This schema comes from Integration Mapping in RevOps Audit, where the same table is an interactive tool that saves your work and exports into the full audit workbook.
See the course