Workflow Automation & Business Systems
Automate the re-keying, chasing and copying that eats your team's week, with clear rules, a queue for the exceptions and a log of every step.
10 services
Describe the problem in plain words. We'll point you to the right starting point, even when that isn't us.
Consulting from $1,900 · Development from $2,500
Compare all servicesSoftware Development · Service 04
Connect your CRM, ERP, accounting, store and payment systems so data moves on its own, mapped in writing, retried safely and monitored.
What this service is
Your business runs on several systems that each hold part of the picture. When they don't talk to each other, your people become the integration: exporting, re-keying and reconciling by hand.
Systems integration gets separate applications sharing data reliably: orders flowing from your store into your ERP, won deals in your CRM becoming invoices in accounting, new hires in your HR platform getting accounts everywhere else. It sounds simple until the details arrive. Fields mean different things in each system, records change in two places at once, APIs enforce rate limits, and the other end occasionally goes down.
We handle those details explicitly. Every field mapping is agreed in writing before we build. Every connection retries safely, so a timeout doesn't turn into a duplicate order or a double charge. Every sync is monitored, and reconciliation reports show the systems agree. When you need an API of your own, for partners, customers or a mobile app, we design it, document it with OpenAPI and run it like a product.
Problems we solve
Integration problems tend to stay hidden until month-end. These are the usual warning signs.
What you get
Not every engagement includes every item. Your proposal lists exactly what's in scope, and what isn't.
Every system involved, the data each one owns, how it's accessed today and where it needs to go, drawn as one diagram you can keep current.
A written, field-by-field mapping between systems (formats, required values, transformations and defaults) agreed with your team before any code is written.
Services that move data through REST or GraphQL APIs, webhooks, file transfers or direct database access, on a schedule or in real time.
Retries with backoff, duplicate detection, a dead-letter queue for messages that keep failing, and respect for each vendor's rate limits.
OAuth, API keys and service accounts with the least access each connection needs, stored in a secrets manager and rotated on a schedule.
A dashboard showing each connection's health and volume, with alerts to email, Slack or Teams when something fails or slows down.
Scheduled checks that compare record counts and totals across systems and list every mismatch, so it can be fixed at the source.
For APIs you publish: resource design, versioning, authentication, rate limits, an OpenAPI specification and a developer guide with working examples.
Visual model
How the pieces typically fit together on this kind of engagement.
Common use cases
Practical patterns rather than industry labels. The shape of the problem matters more than the sector.
Orders, customers, stock levels and refunds flowing between Shopify or WooCommerce, your ERP and Xero or QuickBooks, with no exported files.
Won deals in Salesforce or HubSpot create customers, contracts and invoices in your finance system, with payment status flowing back to sales.
Stripe or PayPal payouts, fees and refunds matched against orders and invoices automatically, with anything unmatched listed for finance.
New hires in your HR platform get accounts and access in every system they need, and lose them on their last day.
Orders sent to your warehouse, 3PL or shipping platform, with tracking numbers and delivery status written back to the customer record.
A documented API that lets customers and partners connect their own systems to your product, with keys, scopes, rate limits and a sandbox.
Our approach
The parts of our method that matter most for api & integration.
Before we build, you sign off a mapping that says which system owns each field, how values translate and what happens when data is missing. Disagreements are cheapest to settle on paper.
APIs time out, rate limits kick in and vendors have outages. Every connection retries with backoff, queues what it can't deliver and never processes the same message twice.
When a sync stops or a record is rejected, the right person hears about it from an alert, not from a customer or the month-end numbers.
Reconciliation reports compare counts and totals on a schedule, so you have evidence the integration works, not just an absence of complaints.
Versioned, documented and backward compatible. Partners can build on it with confidence, and breaking changes come with notice and a migration path.
Project stages
Each stage has a defined output and a review point, so you always know where the work stands.
How our process worksAn inventory of every system involved, its API, limits and data quality, plus a data flow map and a fixed quote.
Field-by-field mappings, ownership rules and error-handling decisions, written up and signed off by your team.
Connectors built and tested against sandbox accounts, including timeouts, duplicates and malformed data.
Historical records loaded and reconciled, so both sides start from the same verified baseline.
Live traffic switched on in stages, with monitoring, alerts and reconciliation reports running from the first day.
Alert handling, vendor API changes and version upgrades, covered by a support plan that matches how critical each connection is.
Capabilities
Only the capabilities that matter for this service, and nothing we wouldn't actually recommend.
Delivery and engagement
Timelines depend on the quality and limits of each system's API, access to sandbox accounts, the volume of historical data to backfill, and how quickly vendors and your team respond. Every proposal includes a dated schedule.
Who it's for
We work with companies, organizations and individuals. The requirement matters more than the size of the buyer.
Related services
Automate the re-keying, chasing and copying that eats your team's week, with clear rules, a queue for the exceptions and a log of every step.
Independent architecture and code reviews, technical due diligence and design advice, so big technical decisions rest on evidence, not habit.
Make aging software safe to change again: an honest assessment, tests around what works, then upgrades or staged replacement with no big-bang cutover.
Service FAQ
Sometimes, yes. If a supported connector or a platform such as Zapier, Make or Workato covers your systems and volumes, use it, and we'll tell you so. Custom integration earns its cost when the mapping is complex, the data is sensitive, volumes are high, or a failure would mean lost orders or double charges.
The integration waits rather than losing data. Messages that can't be delivered are queued and retried with growing gaps between attempts. Anything that keeps failing moves to a review queue, and someone is alerted. Because every operation is idempotent, retries don't create duplicates.
The narrowest access each connection needs, ideally through a dedicated service account per system and never a person's own login. Credentials live in a secrets manager in your cloud account, every call is logged, and you can revoke access at any time.
Yes. We design resources and permissions around how customers will actually use them, publish an OpenAPI specification, and add authentication, rate limits, versioning and a sandbox. Clear documentation is part of the build, because developers won't adopt an API they can't understand.
A single connection between two systems with usable APIs: a written field mapping, one sync direction, retries with duplicate protection, and failure alerts. Two-way sync, more systems, large historical backfills, reconciliation reporting and public API work add to the scope. You'll get a fixed quote against a written scope before you commit.
Final pricing depends on the number of systems, the quality of their APIs, sync direction and frequency, historical data volumes and reporting needs. You'll receive a fixed quote against a written scope before any commitment.
Tell us what you're trying to achieve. We'll come back with a clear view of the scope, the approach and the cost, and if we're not the right fit, we'll say so quickly.