Truss + Tendersight — pure automation
Connect Truss to Tendersight and let your AI assistants automatically process your activities. Shockingly simple client requests. Truss is the easiest way for CPAs, EAs and Accountants to securely request and organize client documents.
What you can do
Powerful automation capabilities out of the box.
Secure connection
Your Truss credentials are encrypted end-to-end. We use OAuth where available and never store your passwords. Revoke access anytime.
Batch processing
Import historical activities from Truss in bulk. Backfill your AI assistants with past data to improve response quality from day one.
Custom field mapping
Map Truss fields to Tendersight attributes. Define exactly how your activities are structured when they arrive in your workspace.
Activity log
Track every import from Truss with a detailed audit trail. See exactly what activities were synced, when, and by which trigger.
How it works
Get started in three simple steps.
One-click setup
Connect your Truss account in seconds. We handle the authentication — you just approve access.
Pick your data
Select the Truss activities you want flowing into Tendersight. Set up field mappings and import rules.
Automate everything
Sit back as activities from Truss are processed, analyzed, and turned into actionable intelligence by your AI assistants.
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