Does NoteGate integrate with my CRM?
Not yet. NoteGate works standalone today: workers submit notes directly in NoteGate, and no CRM connector is live. Connectors for ten platforms (VisualCare, ShiftCare, Lumary, SupportAbility, FlowLogic, Brevity, AlayaCare, The Lookout Way, Sandwai, iinsight) plus custom connections are in development.
Key takeaways
- No CRM integration is live. There are ten planned connectors, not more.
- The API, webhooks and migration pages describe launch-partner and planned capability and are not generally available.
- NoteGate never writes shift notes or incident reports; a connector would not change that.
Last reviewed 21 September 2026.
Standalone by design. Integrated where your CRM allows it.
NoteGate holds your evidence chain in its own record, independent of any CRM. That is deliberate, not a limitation: it is what lets the proof survive a platform change. CRM integrations are in development and delivered per platform through the launch partner program, so no CRM connection is available yet.
Your CRM would launch NoteGate’s workflow
In a planned connector, clicking Shift Note or Progress Report would open NoteGate with the participant, shift and worker identity already loaded. This is not live today.
Structured compliance fields
Scheme-aware observations appear based on the participant’s funding context (NDIS, aged care, or DVA). High-risk participant alerts, behaviour of concern flags, clinician measures, and medication observations surface before documentation begins.
Real-time compliance validation
The narrative is validated against the Aged Care Act 2024 Quality Standards, NDIS Practice Standards, participant-specific rules, copy-paste detection, and your organisation’s policies. Inline guidance prompts for any missing detail.
Submit to NoteGate’s audit trail - and optionally your CRM
The validated note saves to NoteGate’s audit trail as audit-ready evidence. When a CRM integration becomes available (none is yet), the note is also written into your CRM’s notes record via API.
Your CRM continues to handle participant management, rostering, billing, care plans, scheduling, and payroll. NoteGate adds quality gate to the shift note and progress report step only. Your participant data, billing records, and rosters never leave your CRM.
NoteGate handles quality gate: scheme-aware structured fields calibrated to NDIS, aged care, and DVA; real-time validation against the Aged Care Act 2024 and NDIS Practice Standards; participant-specific rules; copy-paste detection; and the audit trail for every accepted note. NoteGate monitors regulator sources weekly and prepares rule revisions when guidance changes, each one reviewed and signed off by a qualified person before it applies to your account.
At submission, the validated note saves to NoteGate’s audit trail. If a CRM is connected, it is simultaneously written into your CRM’s notes record via API. No CRM integration is available yet; each is in development through the launch partner program. For custom or air-gapped systems, contact api@notegate.com.au.
Every platform uses NoteGate’s automatic field-mapping layer; CRM-side wiring is delivered through the launch partner program. Each platform below carries its current connection status.
| CRM | Sectors | Planned connection | Status |
|---|---|---|---|
| VisualCare | NDIS · Aged Care · DVA | REST API (planned) | In development |
| ShiftCare | NDIS · Aged Care | REST API + CSV | In development |
| Lumary | NDIS | Salesforce API + CSV | In development |
| SupportAbility | NDIS | REST API + CSV | In development |
| FlowLogic | NDIS · Aged Care | REST API + CSV | In development |
| Brevity | NDIS | REST API | In development |
| AlayaCare | NDIS · Aged Care · DVA | REST API | In development |
| The Lookout Way | NDIS | REST API | In development |
| Sandwai | NDIS | REST API | In development |
| iinsight | NDIS · Aged Care · DVA | REST API | In development |
| Custom / Other | NDIS · Aged Care · DVA | Any connection | In development |
| Integration type | Target timeline |
|---|---|
| Sandbox API connection from your CRM | 30 minutes once your CRM has API access |
| Production API integration (your CRM calls NoteGate) | 5 to 15 business days |
| Launch partner: full inbound launch + outbound submission | 1 to 4 weeks per CRM |
| Custom field mapping for non-standard instance | 1 to 5 business days |
| Fixed-fee custom build | Scoped after discovery call |
Be the first paying customer on your CRM.
We are recruiting one paying customer on each of the ten CRMs in development to be the first end-to-end live integration. No connector is live today. Launch-partner references: API, webhooks and migration (none generally available). In exchange, you get a discounted build, priority engineering, and direct input into how the connector for your CRM is shaped.
What you get
Discounted first-year subscription. Co-published case study with your branding. Named integration engineer for the build and the first 90 days of production. First refusal on shaping product features for your CRM’s user community.
What we ask in return
Permission to publish the case study with your numbers. A reference call with three prospects in your CRM’s user community per quarter for the first year. That’s it.
Build time
1 to 4 weeks per CRM, per the published API surface of each platform. We provide sandbox, sample code, and a named integration engineer throughout. Target sandbox connection time is 30 minutes for an HTTP-capable system.
Are any CRM integrations available today?
No. No CRM integration is available yet; all are in development. The CRM-side wiring - the inbound launch and outbound submission - is what the launch partner program builds. We are honest about this because the alternative is a buyer discovering it during a pilot.
The first paying customer on each CRM gets a discounted build in exchange for being the published case study.
What happens to our existing notes? Can we bring them in?
With launch partners live, every new shift note and progress report is authored inside NoteGate’s compliant note-taking workflow from the first keystroke. For historical notes already in your CRM, see our migration guide for CSV import paths and vendor-assisted migration options.
What standards does NoteGate validate against?
NDIS Practice Standards, the Aged Care Quality Standards under the Aged Care Act 2024, and DVA reporting requirements where applicable. NoteGate also validates against your participant-specific rules, your organisation’s tone and detail policies, and copy-paste detection across notes. Compliance criteria are calibrated separately for each scheme.
Ready to add quality gate to your workflow?
Book a compliance walkthrough, or become a launch partner and get a discounted build plus a co-published case study.
Or book a compliance walkthrough · become a launch partner
Already running a CRM and want a sandbox connection? Email api@notegate.com.au.
Validated against the Aged Care Act 2024, NDIS Practice Standards, and DVA requirements. All data stored on AWS Sydney (ap-southeast-2). Data sovereignty →