Define the source of truth
Every connection needs clear rules for where data belongs, who owns it, and which system is allowed to update it. We map the information flow before building the integration.
Choose a supported connection
We evaluate APIs, webhooks, native integrations, and supported exports against the workflow. Feasibility depends on the access and capabilities exposed by each platform.
Design for the exceptions
A useful integration handles more than the successful path. Scope may include validation, duplicate prevention, retry behavior, error alerts, and reconciliation, depending on the systems and business requirements.
Make the connection maintainable
We document the fields, triggers, permissions, and operating responsibilities. Testing confirms that the intended workflow works and that your team knows how to recognize and respond to failures.
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