INTEGRATIONS

Integrations Built for Mission-
Critical Work

Connect Egnyte with the specialized applications that drive your business, from AutoCad to Adobe Creative Suite to financial modeling tools.

Egnyte third-party app integrations ecosystem
industry specific applications

Industry-Specific Applications

Deep integrations for AEC, financial services, life sciences, and media services 
Application-aware workflows that understand complex file structures 
Certified Desktop Apps

Certified Desktop Apps

Seamless connection with Microsoft 365, Google Workspace, Salesforce and enterprise systems 
Unified governance across all your content repositories 

See Integrations in Action

Carson Group Centralizes Content Management for Stronger Collaboration and Governance

Challenge:

To keep up with new client and partner onboarding, Carson Group needs to be able to share documents efficiently and control access consistently. But without one unified file management platform, collaboration was limited and inflexible.

Solution:

After cycling through several platforms that didn’t hit the mark, Carson Group found Egnyte and, using the native integration and open API, connected it with the company’s CRM, Salesforce. “The Egnyte integration adds an Egnyte tab right on that household.

Result:

100%

Secure file sharing

for sensitive financial documents directly within Salesforce.

Taylor Geist

Taylor Geist

Business Systems Manager

Read Customer Story
Egnyte Carson Group customer success story

Robins & Morton Sees Huge Productivity Gains Through the Integration of Egnyte and Procore

Challenge:

Managing 160 projects across 16 states, Director of Corporate and Operational Technology, David Pratt, is always looking to reduce inefficiencies for the architects, sub-contractors, and client representatives working on projects.

Solution:

By using Egnyte’s native platform integration with Procore, project teams now have a single source of content truth, to access, share and collaborate on key project documents, simplifying the experience for users and IT administration alike.

Result:

360°

Visualization

and faster decision-making through BIM caves and VR models.

DavidPratt

David Pratt

Director of Corporate and Operational Technology

Read Customer Story
Egnyte Procore customer success story

CPPI Breaks Down Data Silos and Boosts Efficiency With Egnyte and Autodesk Forma

Challenge:

Like many growing construction firms, CPPI faced significant challenges with traditional on-premises file servers and disconnected systems. Brad Buckles, VP of Technology and Innovation, noted that their initial move to the cloud was driven by the need to address disaster recovery and find better tools for collaboration.

Solution:

The search for a comprehensive solution led CPPI to Egnyte, a partnership that began in 2014. After evaluating different solutions, CPPI selected Egnyte and has been a customer ever since. Moving their data to Egnyte's cloud addressed many of their initial problems.

Result:

100%

Reduction

in manual saving, moving, or emailing of documents.

Brad Buckles

Brad Buckles

VP of Technology and Innovation

Read Customer Story
Egnyte CPPI customer success story

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Frequently Asked Questions

Have more questions? Contact Sales to get the answer you’re looking for.

What types of integrations does Egnyte support, and which industries are covered?

Egnyte integrations fall into two categories: certified desktop apps including Microsoft 365, Google Workspace, Salesforce, and DocuSign for cross-industry productivity and governance; and industry-specific applications with application-aware workflows built for AEC, financial services, life sciences, and media and entertainment. All integrations keep files managed and governed within Egnyte rather than creating separate content silos in each tool.

How does Egnyte maintain security and governance when connected to third-party apps?

Egnyte extends its governance framework like permissions, access controls, audit trails, and retention policies into every connected application. Files stay managed within Egnyte regardless of which tool opens or edits them, so compliance coverage doesn't break at the integration boundary. Unified governance across all connected content repositories is a core design principle, not an add-on.

How does Egnyte work with Microsoft 365, Google Workspace, and Salesforce?

With Microsoft 365, teams access and co-edit Word, PowerPoint, and Excel files via Egnyte's web, desktop, and mobile apps. Google Workspace integration enables real-time co-editing of Docs, Sheets, and Slides directly from Egnyte. Salesforce users can access, edit, and share Egnyte content without leaving their Salesforce interface keeping client files connected to CRM records and advisor workflows in one place.

How does Egnyte integrate with AEC tools like Autodesk, Procore, and Bluebeam?

Egnyte connects natively with Autodesk Forma to build custom workflows across BIM 360, PlanGrid, and Pype; enables two-way sync between Procore's Documents folder and Egnyte for seamless project collaboration; and lets teams sync, store, and collaborate on Bluebeam PDFs and markups directly within Egnyte's platform. Raken daily reports, photos, and subcontractor docs also store automatically to designated Egnyte project folders.

What's the difference between Egnyte's certified desktop app integrations and its industry-specific integrations?

Certified desktop app integrations like Microsoft 365, Google Workspace, Salesforce, and similar enterprise systems are deeply tested, cross-industry connections with unified governance across all content repositories. Industry-specific integrations go further, offering application-aware workflows that understand complex file structures and domain-specific processes: BIM and CAD handling for AEC, lab notebook connections for life sciences, CRM workflow support for financial services.

Can developers or technology partners build integrations with Egnyte?

Yes. Egnyte provides a developer platform with API access, documentation, and technical resources for building custom integrations. Technology vendors can also apply to become an Egnyte tech partner for access to deeper integration support and placement in the Egnyte integration marketplace is a path suited for ISVs building a native, listed connection.

What options are available if a tool our team uses isn't listed in Egnyte's integration marketplace?

There are two paths: submit a request through the Egnyte marketplace integration additions are evaluated based on user demand or use Egnyte's open API and developer platform to build a custom connection. For Egnyte-supported integrations, setup guides are available on the Egnyte Helpdesk; for third-party integrations, installation instructions are available within each marketplace listing.