CRM and inquiry connections
Route an incoming inquiry to the correct account or sales process. Define required fields, duplicate handling and the information staff need to follow up.
Integration services
Move the right information between the right tools.
The connection should follow your records and business rules. These are areas a focused scope can cover.
Orders, stock and accounting
Connect the agreed order or inventory updates. Identify which system owns each figure, how cancellations are handled and how differences are reconciled.
APIs and event notifications
Connect a vendor API or receive its event notifications, often called webhooks. Check permission requirements, available test environments, timing limits and the meaning of each response.
Unreliable existing integrations
Trace a missed or incorrect update through the current connection. Separate a rejected request from a delayed job or a record saved in the wrong place before choosing the repair.
Data mapping and conversion
Translate field names, dates, identifiers and allowed values between applications. Keep a documented rule for missing or conflicting information.
Failure review and recovery
Provide an agreed way to see failures and safely retry work. A repeated delivery should not create another invoice, order or customer unintentionally.
Which handoff is costing your team time?
Describe one connection, including the systems involved and the record that should arrive. The first scope can focus on that task.