Admin

Connections

CRM, data rooms, finance, PMO, documents, and alert channels.

Connections Registry

CRM, data rooms, finance, PMO, alerts

Connector	Category	Status	Cadence	Scope
DealCloud pipeline export	CRM	Connected	Daily 06:00 UTC	Targets, stages, banker process dates, kill/revisit history
Datasite activity feed	Data room	Connected	Every 4 hours	Document additions, removals, folder moves, version diffs
SharePoint diligence archive	Documents	Export tier	Nightly	CIMs, QoE packs, IT diligence, counsel memos, board cases
NetSuite trial balance	Finance	Queued	Monthly close	GL detail, trial balance, working-capital peg support
Smartsheet integration tracker	PMO	Connected	Daily 07:00 UTC	Milestones, owners, dependencies, status changes
Resend transactional mail	Operator alerts	Needs owner	Exception threshold	Owner alerts, reviewer reminders, board-pack readiness notices