Integrations and automations
Orders, payments and contacts that reach every tool that needs them without anyone re-typing them, and a named person told when a job fails.
If someone exports from one tool and pastes into another every week, that is a job for software. We start by deciding which system is the source for each record, because a sync without that rule copies errors as fast as it copies data. Then we replace the manual steps with webhooks and scheduled jobs that connect Shopify, Stripe, HubSpot and other APIs directly.
For COOs, operations managers and finance leads at companies running on Shopify, Stripe, HubSpot and other SaaS tools that don’t pass data to each other.
You need this when
- 01
Orders, payments and contacts are re-typed from one tool into another every week.
- 02
An automation breaks, and nobody notices until a customer does.
- 03
The CRM says a customer is active, and Stripe says they cancelled last month.
What’s included.
Systems map
Every tool, the data it holds, the source for each record, and where data moves by hand today.
API connectors
Direct connections to Shopify, Stripe, HubSpot and other APIs, with the rate limits and access scopes of each written down.
Webhooks and scheduled jobs
Events such as a new order or a failed payment update other systems straight away; the rest runs on a schedule.
Sync rules
Which fields move, in which direction, and what happens when two systems disagree.
Alerts and run log
Every job records what it did; failures retry, then alert a named person by email or Slack.
Automated reports
Daily or weekly reports assembled from source data and sent on a schedule, in place of manual exports.
How it runs.
Runs as a Sprint of 1–4 weeks or as part of a Build, depending on how many systems are involved and how well their APIs are documented.
- 01 · Map the flows
We list every manual transfer between tools and rank them by time spent and risk of error.
- 02 · Set the rules
For each record, which system is the source, which fields move and in which direction.
- 03 · Build and test
Connectors run against sandbox accounts where the vendor offers them, then against a copy of real data.
- 04 · Go live and monitor
Jobs switch on one at a time, with alerts and a run log from the first day.
Deliverables
- Systems and data-flow map
- Sync rules: fields, direction and source of truth
- Integration connectors
- Webhooks and scheduled jobs
- Alerts and run log
- Automated reports
- Runbook: what each job does and how to fix it when it fails
Works with
What buyers ask.
We already use Zapier. Why change?
Keep it where it works. We replace the automations that fail without telling anyone, cost too much per run or need logic they can’t hold, and leave the rest alone.
What happens when one of the APIs changes?
The alert and run log show it the first time a job fails. The runbook says what each job does, so whoever maintains it can find and fix the failing step.
Can you connect a tool that has no API?
Sometimes, through scheduled file exports or parsed emails. It’s less reliable, so we say so in the scope and add checks that flag missing or late data.
Pairs well with
Login, permissions and an audit log for tools shared by staff and contractors.
Let’s build your pipeline.
Tell us what you sell, who buys it and roughly what a customer is worth to you. We reply with questions, then a written proposal.