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Oris Work

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Getting Started

  • Quick Start Guide
  • Finding Your Way Around
  • Inviting & Managing Team Members
  • Your First-Day Checklist
  • Roles and Permissions
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  • Switching Between Organisations
  • Sessions and Staying Signed In

Clients & Contacts

  • Adding a Client
  • Importing Clients from a CSV
  • Merging Duplicate Records
  • Client Groups
  • Client Services Card and Turning a Service On
  • Do Not Chase: Pausing Automated Reminders

CRM

  • Contacts & Companies
  • Deals & Sales Pipeline
  • Lead Management
  • Workflow Blueprints: gating deal stages
  • Deal Automation: rules that act on deals

Invoicing & Money

  • Invoicing
  • Payments & Receipts
  • Setting Invoice Due Dates
  • Estimates and Proposals
  • Payment Links
  • Overdue Reminders and Dunning
  • Recurring Invoices and Retainers
  • Vendor Bills
  • E-way Bills
  • GST Basics in Oris Work
  • Cash Alerts: Emails When Cash Needs Attention

Practice Management

  • Client Engagements
  • Client Portal
  • Weekly Owner Digest Email
  • Tasks: Create, Assign and Track Work
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  • Time Budgets Report
  • Notices and the Notice Reply Service
  • Compliance Calendar
  • Document Requests
  • Sign-off Pipeline: Partner, Client, Filed

Communication

  • WhatsApp inbox setup
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  • Threads, mentions and reactions in chat
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Reputation

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Growth

  • Lead routing and the first-response SLA
  • Segments
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AI

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Projects

  • Project Management

Modules

  • Payroll with PeopleOS
  • Books Module (ThynkBooks)
  • Tax Module (ThynkTax)
  • Audit Module (ThynkAudit)
  • Filings Module (ThynkFile)

Integrations & API

  • Accounting Connectors
  • REST API Overview
  • Integrations Health: Know When a Connection Stops Working

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Docs/Integrations & API/Integrations Health: Know When a Connection Stops Working

Integrations Health: Know When a Connection Stops Working

See whether PeopleOS, ThynkBooks, ThynkFile, ThynkTax, ThynkAudit and ThynkReach are really answering, get a bell alert when a working connection breaks, and review background deliveries that failed.


What it is

Settings, Integrations health (admins only) lists every connected product with one of three states: Live (it answered correctly), Not set up (nothing is connected, which is not an error) or Not responding (it is connected but the last check failed, with the reason in plain words). A dashboard card that shows "not connected" because the connection is broken is no longer silent: the card, the background jobs and an hourly check all report here.

What each row shows

  • State and reason: for example "PeopleOS key lacks access" or "ThynkBooks returned an error (HTTP 503)".
  • Last answered and last failed: when it last worked and when it last did not.
  • Failed checks in a row: how many hourly checks have failed one after another. Loading a dashboard never adds to this count, so a busy page cannot raise a false alarm.
  • Probe now: runs the same quick read the dashboard card uses and records the answer straight away. You can probe a few times a minute.

Alerts

If a connection that has worked before fails 3 hourly checks in a row, every admin gets one notification in the bell. You are not alerted again for the same outage. When it answers again you get one "recovered" note. A connection that has never worked does not raise an outage alert (it shows as Not responding on this page). By default alerts are in the bell only; tick "Also email admins about outages" on this page to receive an email as well.

The event outbox

Below the connections, the page shows the outbox: business events such as invoice sent, invoice paid, estimate accepted and payment recorded are saved together with the change that caused them, then delivered in the background to automations, webhooks and your ThynkBooks books. If a delivery fails it is retried after 1 minute, 5 minutes, 30 minutes, 2 hours and 12 hours; after 8 failed attempts the event is marked dead and listed with its last error. Press Retry to queue a dead event again: only the deliveries that failed are repeated.

Background delivery is switched on per event

Each of the four event types above still works the way it always has until your administrator turns its background delivery on (the "Delivery in the background" column shows On or Off). The switch is a server setting, not a button on this page, so nothing changes by accident.

Related guides

Cash Alerts: Emails When Cash Needs Attention

Opt in to emails that fire when cash is projected to run short, a large payment arrives, a large invoice goes overdue, a promise to pay is broken, or payroll cannot be covered.