SprintSuite

You need Greentree branches available in Sprintsuite (staff details, defaults, and other Greentree-aware screens).

Go to Settings → Integrations → Greentree → Branches.

Review the branch list when sync completes.

Optionally set a default branch if your company uses one for Greentree-aware purchase documents (only relevant when that company feature is enabled for you).

1. Go to Settings → Integrations → Greentree → Branches.
2. Click Sync from Greentree.
3. Review the branch list when sync completes.
4. Optionally set a default branch if your company uses one for Greentree-aware purchase documents (only relevant when that company feature is enabled for you).

Branches appear with Greentree codes/names.

Default branch (if set) shows clearly on the tab.

- Branches appear with Greentree codes/names.
- Default branch (if set) shows clearly on the tab.

Empty “never synced” state → run Sync while connected.

Connection lost mid-sync → Credentials → reconnect → Sync again.

- Empty “never synced” state → run Sync while connected.
- Connection lost mid-sync → Credentials → reconnect → Sync again.

Sync Branches

🚀 Changelog

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Sync Branches

When you need this

Before you start

Steps

What success looks like

If it fails