How NoteGate connects to your CRM
1
Your CRM submits a note
Via REST API call or CSV upload from your care management platform.
2
Field mapping runs automatically
NoteGate translates your CRM's field names into its canonical schema — no manual mapping required for supported platforms.
3
Validation and scoring
The note is scored against participant-specific rules, NDIS/aged care/DVA standards, and copy-paste detection.
4
Result returned via webhook
Pass/fail, score, and correction guidance delivered back to your platform in real time.
Supported platforms
11 integrations. One quality gate.

Every integration uses NoteGate's automatic field mapping layer — your CRM's field names are translated to NoteGate's canonical schema on every call. Tenant-specific overrides available for non-standard instances.

VisualCare
REST API

Australia's most widely deployed care management platform. NoteGate connects via the VisualCare public REST API — pulling client notes, appointments, and staff records automatically. Auto-detected from payload structure.

NDIS
Aged Care
DVA
ShiftCare
REST API + CSV

Purpose-built for Australian NDIS and aged care providers. NoteGate supports both the ShiftCare REST API and the Event Details Report CSV export — whichever fits your workflow. Auto-detected from carer_id and note_content fields.

NDIS
Aged Care
Lumary
Salesforce API + CSV

Enterprise NDIS provider management built on Salesforce. NoteGate handles Lumary's Salesforce object schema — including __c custom fields — via both Salesforce API and Case Notes CSV report exports.

NDIS
SupportAbility
REST API + CSV

Australian-built NDIS client management with myplace portal compatibility. NoteGate supports the SupportAbility API and its myplace-compatible flat file CSV exports, including journal entry and case note formats.

NDIS
FlowLogic
REST API + CSV

ISO 27001 certified NDIS and aged care platform by Datanova. Uses "POWS" (Person We Support) terminology and progress note workflows. NoteGate maps both participant_id and pows_id fields automatically.

NDIS
Aged Care
Brevity
REST API

NDIS Digital Partner purpose-built for Australian disability providers. Brevity's built-in goal-linked case notes and approval workflows align directly with NoteGate's validation dimensions — goal alignment is auto-detected.

NDIS
AlayaCare
REST API

International platform with a strong Australian edition covering NDIS, Home Care Package, CHSP, and DVA. NoteGate maps AlayaCare's visit note, clinical note, and funding program fields — including multi-sector deployments.

NDIS
Aged Care
DVA
The Lookout Way
REST API

NDIS-focused provider management with integrated shift note workflows. Uses "Participant" and "Shift Note" terminology consistent with NoteGate's canonical schema — minimal configuration required.

NDIS
Sandwai
REST API

Australian NDIS participant management and progress note platform. NoteGate maps Sandwai's session-based shift structure and progress_note field automatically. Auto-detected from participant_name and session_id.

NDIS
iinsight
REST API

ISO 27001 and HIPAA certified allied health and NDIS case management platform. NoteGate maps iinsight's practitioner, case note, and session note fields — including funding_body for NDIS, DVA, and HCP deployments.

NDIS
Aged Care
DVA
Custom / Other
Any connection

Using a homegrown system, a regional CRM, or a platform not listed here? NoteGate's custom field mapping lets you define your own field translations once via the admin API. Any system that can make an HTTP call or produce a CSV can integrate.

NDIS
Aged Care
DVA

Custom field mapping for non-standard instances

Every CRM deployment is slightly different. If your VisualCare, ShiftCare, or Lumary instance uses custom field names, use POST /v1/admin/mappings to define tenant-specific overrides. Your overrides take precedence over the built-in map on every validation call. Contact api@notegate.com.au for integration setup assistance.

Connect your CRM. Validate every note.

Start with a 14-day free trial on the Solo plan, or contact us to discuss an integration for your organisation's existing platform.