Rippling +

Ravetree

Automate Ravetree access provisioning from Rippling so agency delivery and account teams get project, resource, and CRM access on day one.

What the Rippling +

Ravetree

 Integration Does

  • Automated account provisioning: New delivery and account hires get Ravetree accounts created automatically based on their Rippling role and department.
  • Project and team access mapping: Ravetree's project and team structure maps to Rippling department data.
  • Automated deprovisioning: Employee offboarding in Rippling triggers automatic suspension of Ravetree access.
  • SSO integration: Rippling can serve as the identity source for Ravetree login.

What Mid-Market Teams Get Wrong

  • Not mapping project and team access to Rippling departments: Without this mapping, new delivery hires need manual project assignment inside Ravetree after every hire.
  • Skipping SSO configuration: Agencies juggling many client tools benefit from consolidated login; a separate Ravetree credential adds unnecessary overhead.
  • Manual deprovisioning: Departed staff with active Ravetree accounts retain access to client project and billing data until manually removed.
  • Not scoping CRM and billing access separately from project access: Ravetree's CRM and financial views are sensitive; access should be role-based, not broadly available to all team members.

How thePeopleStack Configures This

We configure provisioning rules so new delivery and account hires get Ravetree access automatically, with project and team access mapped to their Rippling role and department.

We configure SSO and validate provisioning and deprovisioning before go-live.

USA & Canadian Operations Note

Ravetree is used by US mid-market agencies and professional services firms wanting an integrated project management, resource planning, and CRM platform purpose-built for client work.

Canadian and cross-border operations: Canadian delivery and account staff provisioned through Rippling get the same automated Ravetree access, with thePeopleStack confirming team and project assignments stay accurate across entities.

FAQs

How does Rippling provision new users into Ravetree?

New delivery and account hires get a Ravetree account created automatically based on their Rippling role and department, with project and team access mapped to their assignment.

Can project and team access be mapped to Rippling departments?

Yes — Ravetree's project and team structure can be mapped to Rippling department data, routing new hires into the correct project workspace automatically.

Is deprovisioning automatic when an employee leaves?

Yes — offboarding an employee in Rippling triggers automatic suspension of their Ravetree account, protecting client project and billing data.

Does this integration support single sign-on?

Rippling can serve as the identity provider for Ravetree login, consolidating credentials across the agency tool stack.

How long does configuration take?

A standard setup typically takes 2–3 hours.

Ready to Connect Rippling with

Ravetree

We implement and configure Rippling integrations for mid-market teams across North America. Most integration setups are completed within a single implementation engagement.

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