Start a conversation Move information and permitted actions between the applications your teams use. We work through the records, rules and exceptions that make an integration dependable in practice.
Relevant client work
Email and document content becomes a prepared Salesforce/Litify intake. The team reviews and corrects the record before deciding what happens next.
Explore the Legal intake workMicrosoft 365 to Salesforce/Litify. Deployed for client testing.
As BÜNDA adds locations, its website has to help people find a nearby studio and reach that studio's classes. Xivic improved the location finder and delivered booking pages for new studios and presale events.
Explore the BÜNDA work
Brand integrations and scheduling features extended Driven Dash, with metric-source documentation for the teams using its reports.
Explore the Driven Brands workConnect source and destination records, establish field mappings and define ownership when systems disagree.
Give assistants access to approved information and bounded actions. Define permissions, user review and the behavior of each connected tool.
Plan how data moves, how the result is checked and what happens to incomplete, duplicated or unmatched records.
Agree which application owns each record, how fields match and what should happen when values disagree. Include the identifiers needed to detect a repeated request or reconcile the result.
Identify approved access, permitted actions and the point where a person must approve a change. For an assistant, define the exact tools and actions available to each user.
Decide what happens when a destination is unavailable or a record is incomplete. Make failed transfers visible and give the operating team a defined correction and retry path.
A documented mapping and ownership model, the agreed working connection, representative test results and operating instructions. The scope also identifies deployment, monitoring and support responsibilities. Your application owners approve access, resolve conflicting business rules and accept the records or actions produced by the integration.
Start with one handoff and a small set of representative records. Verify that they reach the right destination, preserve the required values and expose exceptions before expanding the connection.
Bring the source and destination systems, a representative record and the task that depends on it. We will assess the available interfaces and define the first connection.