Automation, APIs & integrations
Automation, APIs & Integrations
Connect the systems your business already uses and automate the repetitive work between them.
Plan a connection between your tools
Start with repeated, rule-based work. The design should make missed updates visible, avoid duplicate records and let a person resolve exceptions. Decisions requiring judgement can remain with your team.
- What to bring
- Bring the tools involved, a sample data flow and an estimate of how often the work happens.
- What we agree first
- A connection plan covering data access, duplicate prevention, failure handling and validation.
Keep useful tools. Connect the work between them.
Start with one workflow that causes repeated work. We check what your existing tools can support before recommending an integration or a replacement.
Enquiry
Capture the customer’s request and contact details.
Assigned job
Give the work an owner, a due date and a visible status.
Invoice
Send approved job details to your accounting tool.
Report
Review workload and billing from connected records.
Where this fits
- Data is copied manually between systems.
- Follow-ups depend on individual memory.
- Payment status is not reflected automatically.
- Reports require several exports.
- A partner or app needs a secure API.
- Existing software has no suitable integration.
Benefits to work towards
- Time saved on repetitive tasks
- Fewer manual mistakes
- Faster customer response
- Better visibility across systems
Start with a repeated task
Good candidates include copying approved records between tools, assembling a recurring report or sending a confirmation when a known event occurs. Keep decisions that require judgement with a person, while automation gathers information and prepares the next action.
Estimate volume and time per task, then allow for exceptions, setup, monitoring and maintenance. Recovered staff time can improve capacity without producing an equivalent reduction in cash costs.
Make failures visible and recoverable
An integration must handle unavailable systems, missing records and repeated updates. Safe retries attempt a failed operation again. Duplicate checks prevent the same update creating another record. Reconciliation compares records to identify what was missed. Alerts give a responsible person a way to investigate and recover failed work.
Check access before confirming scope
We review the available APIs, permissions, rate limits and licence terms. We also agree which system owns each field, when updates happen and how success will be checked. Some tools need a different workflow or an approved export instead of a direct connection.
Connections and automation scope
Connect systems
- REST APIs and webhooks
- Third-party integrations
- CRM, ERP and accounting connections
- Payment-provider integrations
- POS and ecommerce integrations
- Data synchronisation
Move work forward
- Automated emails and notifications
- Document and invoice generation
- Background processing
- Workflow automation
- Practical AI-assisted workflows where genuinely useful
Typical use cases
A business wants its booking system to update accounting automatically.
A team needs a secure API for a partner integration.
Repetitive reporting should assemble itself from existing systems.
Technical confidence
Integration options depend on the APIs, permissions and data-access methods each system provides. We confirm these constraints before agreeing scope. AI-assisted steps are considered only when they suit the task, with human review where needed.
See our full technical capabilities →