Integrations and automation to connect your processes
Integrations and automation
An enquiry arrives through the website, someone copies the data into the CRM and another person alerts the team. We develop integrations and automations to connect these steps. We define what should happen, which information moves between systems and how to monitor the process when something needs attention.
Example application
Illustrative example. A sales enquiry form could feed a CRM and create a task for the responsible team.
Stage
- Workflow rule
- Validate required fields
- When attention is needed
- Required information is missing
- Workflow rule
- Look for the contact before creating another
- When attention is needed
- Matches are ambiguous
- Workflow rule
- Assign according to enquiry type
- When attention is needed
- No owner is defined
The design covers the usual path and situations requiring a decision. A failed enquiry should remain identifiable, with enough information to handle it without blindly repeating the process.
Who this service is for
For businesses using several platforms that still depend on manual tasks to keep them aligned. This might be a sales team copying contacts, an operation updating orders in several places or a platform needing to communicate with external tools. It also makes sense when an integration already exists but it is difficult to know whether it is working correctly.
What we will address
When each system stores a different version of information, the team spends time confirming what is right. Requests can stall, changes arrive late and failures go unnoticed. We organise the data’s journey and each system’s responsibilities so the process has clear rules and can be monitored.
What we do
- Map the process. We identify the initial event, subsequent stages, exceptions and who needs to intervene.
- Assess possible connections. We check APIs, webhooks, connectors, permissions and limits of the platforms involved.
- Define data rules. We establish fields, identifiers, transformations and the system of record for each piece of information.
- Develop the workflow. We connect the agreed operations, including checks to reduce duplicates and handle predictable failures.
- Prepare monitoring. We define logs, alerts and human intervention points appropriate to the process’s importance.
Scope is defined by process and connection. Some automations can use existing tools; others need custom development.
What you receive
- A process map with systems, actions and responsibilities.
- The integrations included in the project, configured and verified against the agreed scenarios.
- A documented mapping of fields and rules between systems.
- Records or monitoring mechanisms to identify situations needing attention.
- Usage and maintenance instructions, with external dependencies identified.
How we work
- Follow the current process. We gather examples, repeated tasks and points where the team loses information or time.
- Confirm feasibility. We check access, documentation and limitations before finalising the connections and rules to develop.
- Build and verify. We test the normal journey and situations such as incomplete data, repeated requests or unavailable services.
- Put it into use. We support the start of operations and provide the information needed to run the workflow.
Frequently asked questions
Can you integrate any platform?
Integration depends on the access and features each system makes available. We begin by checking those conditions. When a limitation exists, we explain which parts of the process can be automated and which alternatives are worth evaluating.
Will we have to replace our existing tools?
Often, the work improves connections between existing tools. Replacement enters the scope only when it resolves a relevant limitation and the decision considers migration effort and the team’s adjustment.
What happens when an integration fails?
We define how to detect the failure, what information is recorded and who should be notified. Depending on the process, there may be automatic retries or a review stage. The response is designed around the type of error and the operation’s impact.
Are there tool and maintenance costs?
There may be subscriptions, usage limits and hosting or operating costs. We identify dependencies when defining the project. Subsequent support is agreed separately, considering how often things change and the importance of the connections.
Let’s talk about your project
Tell us which process you want to simplify, which tools are involved and where your team currently needs to intervene. An example of the full journey helps us understand where to start.
Connect my systems