Systems & integrations
Your software isn’t the problem.
Most of the admin is people moving details between systems by hand. We automate that inside the software you already run.
API, database, or the custom system built for you years ago.
Can we work with your software?
Common ones
If your software isn’t listed, ask us.
What integration means
One accepted quote, from the email to the booked job.
Every automation company says it integrates. Here is what we mean by it.
01Reads
- InboxThe reply, and the quote number it refers to.
- Customer recordsThe matching customer, and whether there is more than one.
- Job systemThe quote, its total, and whether it is still current.
02Decides
- The quote is still current.
- The total has not changed since it was sent.
- The reply matches one customer record, not two.
- No new price, term or date was asked for.
03Writes back
- Job systemQuote marked accepted, job created against the customer record that already existed.
- CalendarThe job placed on the right day, against the right person.
- EmailConfirmation to the customer, from your address.
How we connect
Whatever you run, there is almost always a way in.
When there is a front door
- The software’s own API
- Most modern software publishes one. Some keep it behind your plan or a vendor approval, and we arrange that.
- Webhooks
- Your software tells us the moment something happens, so the work starts then instead of on a timer.
- A ready-made connection
- Where two systems already link up properly on their own, we use that rather than charge you to rebuild it.
When there isn’t one
- Straight into the database
- For systems where the records underneath are more reliable to work with than the screens on top of them.
- The system built just for you
- The custom software you already paid to have built. We work from the system itself, not from a manual.
- A translator we build and own
- When two systems cannot talk to each other, we build the piece in the middle rather than wait for two vendors to agree.
Either way, we check what your software allows before we promise a workflow.
Tell us what you’re running.
Bring the software your business runs on, including the one nobody can get data out of. We’ll tell you what a workflow can do inside it.