Your teams copy files from one tool to another, and nobody has the same version?

Automated integration with your existing tools: CRM, ERP, DMS, APIs.

Trustia plugs into your CRM, your ERP and your document spaces. Each step of a file updates your tools, without re-keying, and your teams work where they are used to.

Connect your tools Choose your tools

Trustia Salesforce

REST APISFTP

Connectors in production

Salesforce · SAP · SharePoint

And Google Drive, Microsoft Dynamics, HubSpot, OneDrive, your REST APIs and webhooks, your SFTP exchanges.

OpportunityMARTIN Maëlys · Renovation premium

Prospecting
Quote signed
File submitted
Compliant
Paid

Premium amount€4,200.00

File status (Trustia)Compliant

Missing documentsNone

File2026-0412

Synced by Trustia · just now

Reproduction

01Your CRM

The problemYour sales staff ask where a file stands, and wait for the answer.

The file, in the customer record.

Salesforce, Microsoft Dynamics or HubSpot: the file’s status, the missing documents and the premium amount show up in the record, at every step.

Salesforce, Dynamics, HubSpot
Status updated at every step
No re-keying

Manage Purchase Orders

Purchase Order4500012873

Created by Trustia

SupplierMARTIN Maëlys

Net Value4,200.00 EUR

ReferenceFile 2026-0412

Item	Description	Quantity	Net Value
10	Renovation premium · file 2026-0412	1	4,200.00 EUR

Reproduction

02Your ERP

The problemPremiums and payments are keyed in by hand in the accounts.

The amounts, in your ERP.

When a file is compliant, the premium line, the order or the accounting entry is created in SAP, with the file reference: accounting can trace every euro.

SAP
File reference on every line
Created on compliance

SharePoint

CFCustomer files

Documents 2026 2026-0412 · MARTIN Maëlys

NameModified ByFile Size
Tax-notice-2025.pdfTrustia · just now212 KB
ID-document-front.jpgTrustia · just now1.4 MB
Bank-details.pdfTrustia · just now48 KB
Signed-quote.pdfTrustia · just now96 KB
Invoice-F-2026-1042.pdfTrustia · just now88 KB

Also: OneDrive Google Drive

Reproduction

03Your document spaces

The problemA file’s documents, scattered between mailboxes and shared drives.

The documents, where your teams look for them.

SharePoint, OneDrive or Google Drive: each file has its folder, and every document received and checked is placed there, named the same way.

SharePoint and OneDrive
Google Drive
One folder per file

          POST https://your-systems.com/webhooks/trustia
          {
          "event": "file.compliant",
          "file": "2026-0412",
          "premium": 4200.00,
          "documents": 5,
          "date": "2026-10-20T14:02:17+02:00"
          }
          ← 200 OK
          sftp> put export_2026-10-20.csv
          1,284 rows uploaded

Reproduction

Reproduction · example call

04Your own systems

The problemYour in-house tool talks to nobody.

An API, webhooks, and SFTP.

A REST API to read and create files, webhooks to be notified at every step, SFTP file exchanges for systems that have no API.

REST API
Webhooks at every step
Files over SFTP

Category
Model
Individual or company
Tax notice
Tax shares
Income
Estimated premium

Reproduction · example page; amount calculated for a Renault 5 and a household of 2 tax shares

05In your journeys

The problemA simulator or a form hosted elsewhere, and your customers leave your site just as they are choosing.

Right inside your journeys.

Simulators, forms, document collection, file tracking: our modules fit into your websites, configurators and apps, as an iframe or through the API, under your brand. Your customers never leave your world; the rules and checks remain ours.

Simulators, forms, documents, tracking
As an iframe or through the API
Under your brand

Your turn

Choose your tools.

Tick your company’s tools, then start a sync: an example file becomes compliant, and each of your tools receives what concerns it.

The names and logos mentioned are trademarks of their respective owners. Their mention indicates technical compatibility and implies no partnership.

How it works

01You choose your toolsCRM, ERP, documents, API.
02We connect themWith your IT teams.
03Each step updates themStatus, amounts, documents.
04Your teams stay where they areIn their usual tools.

Your questions

What we are asked most.

Which connectors are available?

Salesforce, SAP, SharePoint, OneDrive, Google Drive, Microsoft Dynamics and HubSpot are in production, as well as a REST API, webhooks and SFTP file exchanges.

Our tool is not on the list: is it possible?

Yes: the REST API, webhooks and SFTP cover tools that have no dedicated connector, including your in-house tools.

Who sets up the connection?

Our teams, with yours: together we define what each tool receives and at which step, then we test it on real files before going live.

Does data flow both ways?

Yes, as you need: a file can start in your CRM and send its status back there, or go from Trustia to your tools.

With the other blocks

One block among fourteen.

Which tools do you want to connect?

New projectA bespoke tool, a study of your volumes or a call for tenders?Contact the sales team Already a clientA question about a file, your access or an invoice?9 am – 8 pm, 7 days a weekContact customer service