Draftworx Cloud: Integration actions

Using your connected softwares in Draftworx Cloud.

Updated at August 6th, 2026

This article will help guide you through the actions that you can do to once you have connected your chosen integrated software to Draftworx Cloud. To setup your integrations please see the Integrations Setup article.

Importing Client Setup data when creating a client file

 
 

Importing Client Setup data into existing client files

 
 

Refreshing Client Setup data

 
 

Disconnecting a client file from your integration

 
 

Temporarily disabling the practice integration

 
 

Removing integration from practice

 
 

 

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