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46 changes: 46 additions & 0 deletions .changeset/integrations-connectors-measured.md
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---
'hotcrm': patch
---

Docs: restate the Integrations guide against what the app actually exposes.

The page listed ten connector families as **Built-in** — Slack, Teams, DocuSign,
Stripe, Twilio, Aircall / RingCentral / Five9, Intercom / Zendesk Chat, Gmail /
Outlook, Snowflake / BigQuery / Redshift, Zapier / Make / n8n — each with a
`Setup → Integrations → X` path to configure it at. Measured against the source:
`src/` carries no connector metadata of any kind, no platform package ships a
connector for any of those vendors, and there is no `Setup → Integrations` menu,
so every one of those paths sent the reader looking for a screen that does not
exist. The table is kept as design intent, marked *(not shipped yet)*, pointed at
the roadmap (whose own line already reads "More connectors"), and given a third
column naming the closest thing that does ship for each row.

The rest of the page was measured the same way:

- **Webhooks** are the one real capability here, and the page was wrong in the
other direction: `@objectstack/plugin-webhooks` genuinely ships an outbound
webhook service, but HotCRM never enables it — `webhooks` is absent from
`requires` in `objectstack.config.ts` and is not one of the always-loaded
capabilities, and the app declares no webhook. Now stated as a deployment
decision rather than a menu path, with the retry / payload / delivery-log
specifics handed back to the platform's own docs.
- **GraphQL** is removed: it is not in the product plan and the platform dropped
the `/graphql` route from its service table. The invented `POST /api/v1/leads`
example is gone too — objects are `crm_lead` and the route shape follows the
runtime version.
- **Event bus** (Kafka / EventBridge / Pub-Sub), the **secrets store**
(Vault / AWS Secrets Manager / GCP Secret Manager, 90-day OAuth rotation) and
the native **`*.connector.ts` plugin** shape have no counterpart in the
platform's capability list; each is marked *(not shipped yet)* with the real
adjacent mechanism named (record-change flows, `secret` fields encrypted into
`sys_secret` fail-closed, hooks / flows / action bodies).
- A **What ships today** section was added: the HTTP data API, CSV / XLSX export
from the account / contact / lead / opportunity list views, spreadsheet import,
outbound Send Email, and the `notify` node's in-app notification.

The Guides index rows for **Email & calendar** and **Integrations** were restated
to match their corrected pages — the email row still advertised "Connect Gmail /
Outlook, two-way sync, email tracking", which the page itself now marks as not
shipped.

zh-Hans and zh-Hant pages updated with the same content.
4 changes: 2 additions & 2 deletions content/docs/guides/index.mdx
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Expand Up @@ -11,10 +11,10 @@ The pages in this section apply **across the whole product** — they're not spe
| --- | --- |
| [**Search & navigation**](/docs/guides/search-and-navigation) | Global search, keyboard shortcuts, saved views, list filters |
| [**Files & comments**](/docs/guides/files-and-comments) | Attaching documents to a record, who can download them, and the record discussion feed |
| [**Email & calendar**](/docs/guides/email-and-calendar) | Connect Gmail / Outlook, two-way sync, email tracking |
| [**Email & calendar**](/docs/guides/email-and-calendar) | Send Email from a contact, calls and meetings as real records — and which inbox / calendar connectors are still on the roadmap |
| [**Mobile**](/docs/guides/mobile) | Using HotCRM on phone and tablet |
| [**Import your own data**](/docs/guides/importing-your-data) | Load accounts, contacts and leads from a spreadsheet — dry-run, then undo |
| [**Import & export**](/docs/guides/import-and-export) | Importing from CSV, migrating from Salesforce / HubSpot, exporting data |
| [**Integrations**](/docs/guides/integrations) | Slack, Teams, DocuSign, Stripe, telephony, and how to build your own |
| [**Integrations**](/docs/guides/integrations) | The data API, exports and outbound email that exist today — and which packaged connectors are still design intent |

These are the "first week of use" pages — bookmark them.
4 changes: 2 additions & 2 deletions content/docs/guides/index.zh-Hans.mdx
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Expand Up @@ -11,10 +11,10 @@ description: 适用于销售、服务、营销和收入各领域的跨领域操
| --- | --- |
| [**搜索与导航**](/zh-Hans/docs/guides/search-and-navigation) | 全局搜索、键盘快捷键、已保存视图、列表筛选 |
| [**文件与评论**](/zh-Hans/docs/guides/files-and-comments) | 把文档附加到记录上、谁能下载它们,以及记录讨论流 |
| [**邮件与日历**](/zh-Hans/docs/guides/email-and-calendar) | 连接 Gmail / Outlook、双向同步、邮件追踪 |
| [**邮件与日历**](/zh-Hans/docs/guides/email-and-calendar) | 从联系人发送邮件、把通话与会议写成真实记录——以及哪些收件箱 / 日历连接器仍在路线图上 |
| [**移动端**](/zh-Hans/docs/guides/mobile) | 在手机和平板上使用 HotCRM |
| [**导入你自己的数据**](/zh-Hans/docs/guides/importing-your-data) | 从电子表格加载客户、联系人和潜在客户 —— 先试运行,再撤销 |
| [**导入与导出**](/zh-Hans/docs/guides/import-and-export) | 从 CSV 导入、从 Salesforce / HubSpot 迁移、导出数据 |
| [**集成**](/zh-Hans/docs/guides/integrations) | Slack、Teams、DocuSign、Stripe、电话系统,以及如何构建自己的集成 |
| [**集成**](/zh-Hans/docs/guides/integrations) | 今天真实存在的数据 API、导出与对外邮件——以及哪些成套连接器仍是设计意图 |

这些是"使用第一周"的页面 —— 把它们加入书签。
4 changes: 2 additions & 2 deletions content/docs/guides/index.zh-Hant.mdx
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Expand Up @@ -11,10 +11,10 @@ description: 適用於銷售、服務、行銷和收入各領域的跨領域操
| --- | --- |
| [**搜尋與導覽**](/zh-Hant/docs/guides/search-and-navigation) | 全域搜尋、鍵盤快速鍵、已儲存檢視、清單篩選 |
| [**檔案與評論**](/zh-Hant/docs/guides/files-and-comments) | 把文件附加到記錄上、誰能下載它們,以及記錄討論流 |
| [**郵件與行事曆**](/zh-Hant/docs/guides/email-and-calendar) | 連接 Gmail / Outlook、雙向同步、郵件追蹤 |
| [**郵件與行事曆**](/zh-Hant/docs/guides/email-and-calendar) | 從聯絡人傳送郵件、把通話與會議寫成真實記錄——以及哪些收件匣 / 行事曆連接器仍在路線圖上 |
| [**行動版**](/zh-Hant/docs/guides/mobile) | 在手機和平板上使用 HotCRM |
| [**匯入你自己的資料**](/zh-Hant/docs/guides/importing-your-data) | 從試算表載入客戶、聯絡人與潛在客戶 —— 先試算,再復原 |
| [**匯入與匯出**](/zh-Hant/docs/guides/import-and-export) | 從 CSV 匯入、從 Salesforce / HubSpot 遷移、匯出資料 |
| [**整合**](/zh-Hant/docs/guides/integrations) | Slack、Teams、DocuSign、Stripe、電話系統,以及如何建構自己的整合 |
| [**整合**](/zh-Hant/docs/guides/integrations) | 今天真實存在的資料 API、匯出與對外郵件——以及哪些成套連接器仍是設計意圖 |

這些是「使用第一週」的頁面 —— 把它們加入書籤。
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