Email, documents and records
Moving agreed information from messages or files into a CRM, register or company database after assessing the available connection methods.
Services / System integrations
System integrations
built around information flow.
We connect the applications your team works in. We establish where data originates, where it should go and when it can be updated to reduce manual copying between tools.
When it helps
One case can pass through several tools.
Integration is useful when a team repeatedly enters the same information, compares different versions of a record or manually coordinates the order of actions.
Updates between applications
Sharing status and data changes with a defined source of information, synchronisation direction and rules for handling conflicts.
Approval points
Preparing a change in one tool and applying it in another after the conditions are met or a team member approves it.
Solution scope
Connections with clear operating rules.
Data and access map
Fields, information sources, record identifiers and the permissions required for each system.
Agreed connections
Integrations using available APIs, webhooks or file exchange, selected after assessing the tools' documentation and limitations.
Error and retry handling
Rules for responding to unavailable applications, conflicting data and a case being processed again.
How we work
How we connect systems.
Assess available access
We review applications, documentation, permissions and restrictions. We confirm which data can be read and which actions can be performed.
Agree information flows
We map fields and identifiers, establish the source of each item of information and define where updates require human review.
Verify the complete flow
We test information transfer, failures and retries. We check the outcome in the destination system with the people who will use the integration.
A real implementation
greenlights
Information connected to each order.
Orders and CMR documents are read, matched and recorded in the appropriate destinations. The implementation connects external sources to the company database and the systems used in the workflow.
Read the case studyQuestions & answers
Before implementation.
Can you connect our existing applications?
We confirm feasibility after reviewing the applications, their documentation and access rules. Available APIs, permissions, limits and data formats determine the scope.
What if a tool has no API?
We assess other supported methods of exchanging information, such as file imports and exports. Any restrictions are reflected in the design and proposed scope.
Can information flow in both directions?
A two-way connection can be designed when both applications provide appropriate access. It requires agreed information sources, identifiers and conflict-handling rules.
What happens if a record is processed again?
We establish identifiers and update rules so that repeated events are handled consistently with the workflow. Retry and duplicate scenarios are checked during testing.
Let’s talk
Which tools should work together?
Tell us which applications you use and which information your team copies manually. We will assess the available connection methods.
Describe your workflowoffice@eclipsesystems.com.pl