Integrations & Data Syncs

Connect the tools you already use. Reduce double entry, keep systems in sync, and get real-time visibility-without a fragile tangle of one-offs.

  • CRM ⇄ ERP / Accounting
  • Forms & websites ⇄ internal apps
  • Docs & PDFs → structured data
  • Inventory & pricing updates
  • Approvals, alerts, and handoffs
  • Data warehouses & reporting

Start with one high-ROI connection. Expand confidently.

One source of truth

Systems agree; fewer “which record is real?” moments.

Fewer manual steps

No more re-typing; handoffs happen automatically.

Live status & alerts

See sync health; get notified when something needs a human.

PATTERNS

Right tool for the job-not dogma

Event-driven (webhooks)

React in near real-time when data changes. Ideal for approvals, notifications, and status syncs.

  • • Idempotent handlers
  • • Retries & dead-letter queues
  • • Backoff & circuit breakers

Scheduled syncs (ETL/ELT)

Batch jobs for large or rate-limited systems. Great for nightly inventory, pricing, or reports.

  • • Incremental loads
  • • Change data capture
  • • Deduping & reconciliation

iPaaS or custom bridge

Use platforms where they fit; drop to a lightweight service when flexibility or cost demands it.

  • • Keep ownership of your data
  • • Avoid vendor lock-in
  • • Monitor and tune over time

Reliability & Observability

Design for failure so operations don’t stall when APIs get fussy.

  • • Retries, backoff, and dead-letter queues
  • • Exactly-once/at-least-once semantics where appropriate
  • • Structured logs, metrics, and simple dashboards
  • • Alerting when human intervention is needed

Security & Access

Keep credentials safe and data scoped to least privilege.

  • • OAuth/API keys rotation and secrets management
  • • Scoped service accounts & audit trails
  • • PII handling & redaction in logs
  • • IP allowlists and rate-limit protection

EXAMPLES

A few common bridges

Lead → CRM → Project

Website form to CRM with dedupe; closed-won spins up a project with tasks and owners.

Orders & Inventory

Sync orders from e-commerce to ERP; push inventory and pricing back nightly.

Docs to Data

Parse PDFs/emails into structured records with review queues for exceptions.

Accounting Hand-offs

Invoice creation, reminders, and payouts with clean export to accounting.

Field Service

Work orders to mobile; status and photos flow back to the office in real time.

Warehouse & Logistics

Scans → inventory updates; exceptions trigger alerts and reconciliation tasks.

FAQ

Common questions

Can you work with our existing stack (CRM/ERP/accounting)?

Yes. We connect to vendor APIs/webhooks or build a light bridge service when needed.

How do you keep data consistent between systems?

We use stable IDs, reconciliation jobs, and guardrails like idempotency keys to avoid duplicates.

What if an API is unreliable or rate-limited?

We add queues, backoff, and batching. For strict limits, we use scheduled syncs with incremental updates.

Do we need an iPaaS tool?

Sometimes-they’re great for quick wins. When flexibility or cost is an issue, we’ll build a simple, owned bridge.

Ready to stop re-typing and start syncing?

We’ll connect the tools you already use, add visibility, and make handoffs automatic-so your team moves faster.