1
Pick a provider
Open the category and click Connect (“חיבור”) on the provider.
2
Fill in its card
Enter the credentials (or sign in, for OAuth providers) and save. Keys are stored encrypted.
3
Check it
Click Check (“בדיקה”) for a live health check. The status chip shows connected (“מחובר”), error (“שגיאה”) or not connected.
Defaults
You can connect more than one provider in a category. For payments, documents, email, WhatsApp, SMS and e-signatures, Lancer routes new work through the category’s default: the one an admin picked with Set as default (“הגדרה כברירת מחדל”), otherwise the first connected one. For documents, a connected invoicing provider (Morning, iCount, EZcount, SUMIT) wins over Tranzila automatically.Some providers show “מצב דמה” (demo mode) on a test environment: everything works end to end, but nothing reaches the real provider.
Payments
“סליקה ותשלומים”Tranzila
Tranzila is Lancer’s built-in payment terminal: payment links with card and Bit, standing orders (“הוראות קבע”) through My Billing, saved cards for recurring charges, and receipts and invoices issued by Tranzila.
Cardcom
Connect your Cardcom account to take card and Bit payments through Cardcom.
Grow (Meshulam)
Connect your Grow (Meshulam) account to take card and Bit payments through Grow (Meshulam).
PayPlus
Connect your PayPlus account to take card and Bit payments through PayPlus.
Hyp
Connect your Hyp account to take card and Bit payments through Hyp.
Documents and invoices
“מסמכים וחשבוניות”
Morning (Green Invoice)
Issue the organization’s receipts, tax invoices, tax invoice-receipts and credit notes from Morning (Green Invoice) instead of Tranzila, and import documents you already issued there.
iCount
Issue the organization’s receipts, tax invoices, tax invoice-receipts and credit notes from iCount instead of Tranzila, and import documents you already issued there.
EZcount
Issue the organization’s receipts, tax invoices, tax invoice-receipts and credit notes from EZcount instead of Tranzila, and import documents you already issued there.
SUMIT
Issue the organization’s receipts, tax invoices, tax invoice-receipts and credit notes from SUMIT instead of Tranzila, and import documents you already issued there.
Israel Tax Authority (Israel Invoice)
Allocation numbers (“מספרי הקצאה”) from the Israel Tax Authority for tax invoices above the threshold.
Calendar and meetings
“יומן ופגישות”
Google Workspace
Each team member connects their own Google account: meetings go to their Google Calendar with a Meet link, email threads with clients sync to the client card, and email written in Lancer is sent from their Gmail.
Microsoft 365 (Outlook)
Each team member connects their own Microsoft 365 account: meetings go to their Outlook calendar with a Teams link, Outlook threads with clients sync to the client card, and email written in Lancer is sent from their Outlook.
Business SMTP
Send Lancer’s email (notifications, invitations, documents) from your business’s own address through any SMTP server: Google Workspace, Microsoft 365, your host, or a transactional service.
WhatsApp and messaging
“וואטסאפ והודעות”
UChat (WhatsApp)
Business WhatsApp through UChat: Lancer sends messages, payment links and reminders through your UChat workspace, and incoming messages land in Lancer’s inbox.
WhatsApp Business Cloud API
Meta’s official WhatsApp connection, with no middleman: your business number, approved templates, files, and delivery and read status.
SMS
“SMS”019 SMS
Send SMS through 019 SMS from an approved sender: payment links, reminders and meeting confirmations for clients without WhatsApp, with delivery reports.
InforU
Send SMS through InforU from an approved sender: payment links, reminders and meeting confirmations for clients without WhatsApp, with delivery reports.
Twilio
Send SMS through Twilio from an approved sender: payment links, reminders and meeting confirmations for clients without WhatsApp, with delivery reports.
File storage
“אחסון קבצים”
Google Drive
A Google Drive folder for every client: browse and attach files from the client card, and let Lancer save sent quotes, issued documents and signed contracts automatically.
OneDrive
A OneDrive folder for every client: browse and attach files from the client card, and let Lancer save sent quotes, issued documents and signed contracts automatically.
Dropbox
A Dropbox folder for every client: browse and attach files from the client card, and let Lancer save sent quotes, issued documents and signed contracts automatically.
Digital signatures
“חתימה דיגיטלית”Comsign
Certified Israeli digital signatures on quotes and contracts, with status tracking and the signed document saved back to Lancer.
DocuSign
DocuSign signatures on quotes and contracts, with status tracking and the signed document saved back to Lancer.
Lead sources
“מקורות לידים”
Facebook / Instagram Lead Ads
Leads from Facebook and Instagram lead-ad forms flow straight into Lancer’s pipeline, with no n8n or Make in between.
Google Ads lead forms
Leads from Google Ads lead-form assets flow straight into Lancer’s pipeline through Google’s webhook delivery.
Webflow
Form submissions from your Webflow site come in as leads.
CRM import
“ייבוא ממערכת CRM”
monday.com
Move from monday.com to Lancer: import boards of clients, contacts, leads and projects with column mapping, a preview and duplicate detection.
Fireberry (Powerlink)
Move from Fireberry (Powerlink) to Lancer: import clients, contacts and opportunities with column mapping, a preview and duplicate detection.
Reference data
“נתוני ייחוס”Companies Registrar (data.gov.il)
Typing a company number (ח.פ.) in a client or lead form fills in the name, status and address from the Israeli Companies Registrar, and warns about inactive companies.
Hebcal (Hebrew calendar)
Jewish holidays and holiday eves for Lancer’s business calendar: reminders, recurring charges and SLA clocks don’t run on Shabbat, on holidays, or on holiday-eve afternoons.
Bank of Israel exchange rates
Daily representative rates for USD and EUR: payment requests and documents in foreign currency carry their shekel value, and VAT is computed in shekels.