Inform Direct portfolio companies, matched to Elevale by Companies House number, with filing deadlines. Requires [Professional+].
At a glance
Connection type: API key
Status: Available
Plan: Professional+
Data points: 12 metrics available in the KPI catalog
Metrics you can track
Connected KPIs can sync the following categories from Inform Direct. See Data points for the complete catalog with descriptions.
Operational: Companies on track, Deadlines within 30 days, Overdue filings, Portfolio companies, Linked companies (+7 more)
Documentation in this folder
Quick start
Open Workspace Settings → Integrations and connect Inform Direct.
Complete authentication (OAuth popup, PAT paste, or API key) and select the account, property, repo, or location when prompted.
On KPIs & Dashboards, create a KPI, choose Connected, and pick your Inform Direct connection.
Select a data point from the catalog (see the Data points article in this folder for the full list).
Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.
Learn more
Full setup walkthrough: Setup & usage
Permissions and scopes: Access & permissions
Example dashboards and KPIs: Use cases
Where the data appears
On a company in CRM, the Inform Direct panel shows whether that company number is on the portfolio and links out to Inform Direct.
Connected KPIs count the portfolio, linked companies, and Companies House accounts or confirmation statements that are due or overdue.