Custom Software Integration – for 3rd party software & apps

3rd party software integration | 3rd party API integration

Getting business operations software applications to work together (efficiently)

How we can help

Problems we solve

  • Manual labor reduction through software automation
  • Human error reduction
  • Data accessibility & visibility improvements
  • Elimination of disjoint/duplicate data across multiple systems (e.g. CRM data vs ERP data; ERP data vs order fulfillment data)

Customers want to know if we can tap into or push this data or that data from one business system to another.

While the answer depends on the specific systems, the lion’s share of modern SaaS applications have an open API, which means we can essentially do anything the API allows!

Brian OwensPresident

Capabilities

  • Tapping into accounting data to gather expense, budget and GL information for operational or business intelligence applications
  • Pushing orders, invoices, customer records and product information into ERP
  • Leveraging database connectivity (ODBC) when an API isn’t available
  • Tapping into ERP data to identify new orders, inventory levels, budget information, product and expense costs, etc. for operational or business intelligence applications
  • Pushing orders, invoices, customer records and product information into ERP
  • Leveraging database connectivity (ODBC) when an API isn’t available
  • Embedding video conferencing functionality into web applications
  • Integration of telecommunications platform with CRM
  • Enabling SMS messaging for web applications
  • Embedding payment gateway forms into web application to accept Credit Card and E-Check payments
  • Configuring web apps with links to payment gateways
  • Leveraging payment gateway APIs to develop custom checkout UIs
  • Transferring data between CRM and custom operations software
  • Transferring data between CRM and ERP using CRM API and webhooks
  • Leveraging database connectivity (ODBC) when an API isn’t available
  • Updating CRM deal records to reflect correct status through the sales process including when orders are entered into ERP
  • Collecting web rating data into business intelligence applications
  • Initiating and tracking mass mailings based on business metrics/logic
  • Enabling SMS messaging based on prospect / customer status or events
  • Embedding E-Signature into web apps
  • Initiating and tracking E-Signatures via email in web applications

Some common platforms we’ve integrated with

  • Accounting – Sage 100, Quickbooks
  • Payment processing – authorize.net, Chargebee
  • ERP – Sage 100
  • CRM – HubSpot
  • Communications – Twillio, RingCentral
  • HR- Workday
  • EHR ( Electronic Health Record) – Foothold
  • Regulatory Compliance – WERCS DTE
  • Mapping – Google Maps
  • Esignature – Docusign
  • Analytics – Google Analytics
  • Practice Management Software – Sycle

Custom Software Integration Case Studies

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