System Integration Automation
Automated data flows between the business's systems — CRM, ERP, e-commerce, marketing, support and accounting tools — so data entered in one system is automatically reflected in all others. Eliminates manual re-entry, reduces errors and ensures every team works from current data.
Cross-system data synchronisation
Real-time and scheduled data synchronisation between business systems — keeping customer records, product data, orders, stock levels and financial transactions consistent across CRM, ERP, e-commerce and other platforms without manual data entry or export-import.
- System mapping: define which fields sync between which systems
- Real-time sync via webhook on record creation or update
- Scheduled sync for systems without webhook capability
- Field transformation: map and convert data formats between systems
- Selective sync: sync only records matching defined criteria
- Sync status monitoring: success, error and pending queue
- Error alert: notify admin when sync fails
- Sync log: full history of every record transferred
Trigger-based automation between tools
Event-triggered automation chains that react to changes in one system and perform actions in others — a new deal won in the CRM triggers invoice creation in accounting, project creation in the PM tool and a welcome email in the marketing platform.
- Trigger event definition: record created, updated, status changed
- Action definition: create record, update field, send notification
- Multi-step automation chain from single trigger
- Delay step: wait for configurable period before next action
- Conditional action: perform action only if condition is met
- Test run with sample data before activating
- Automation run history with step-by-step log
- Pause and resume automation without deletion
SaaS-to-SaaS integration automation
Pre-built and custom integration automations between the SaaS tools the business already uses — Salesforce to Slack, HubSpot to Xero, Shopify to Mailchimp, Jira to Confluence — using n8n, Make.com or custom middleware to connect systems that don't talk to each other out of the box.
- Pre-built connector library for common SaaS combinations
- Custom connector development for systems without pre-built support
- n8n workflow development for self-hosted automation
- Make.com (Integromat) scenario development for cloud automation
- OAuth2 and API key authentication handling per connector
- Rate limit management to prevent API quota exhaustion
- Connector health monitoring and failure alerting
- Documentation of all active integrations and their data flows
Event-driven data flows
Event-driven architecture for real-time data movement — systems publish events when something happens, subscribing systems receive and react immediately. Gives the business near-real-time data consistency without polling APIs every few minutes.
- Webhook receiver for inbound events from external systems
- Event queue management for reliable delivery
- Event replay capability for failed processing
- Dead letter queue for events that cannot be processed
- Event schema validation before processing
- Event-to-action mapping: which events trigger which actions
- Event monitoring dashboard: volume, latency, error rate
- Alert on event processing failure or queue backup
Bi-directional sync & conflict resolution
Bi-directional synchronisation between two systems of record — where both systems can create and update the same data — with conflict detection and resolution rules that prevent data loss when both sides update the same record before the sync runs.
- Bi-directional mapping: changes in either system sync to the other
- Conflict detection: identify when both systems updated the same field
- Conflict resolution strategy: last-write-wins or master-system-wins
- Manual conflict resolution queue for complex cases
- Duplicate detection on initial data migration
- Sync direction locking: certain fields only update from one direction
- Bi-directional sync testing against real data before go-live
- Conflict report: frequency and resolution of conflicts over time
Scheduled batch data transfers
Scheduled batch data transfer processes for systems that don't support real-time webhooks — nightly exports, daily stock updates, weekly CRM refreshes — with data extraction, transformation, validation and load into the target system on a reliable schedule.
- Schedule configuration: hourly, daily, weekly batch
- Data extraction from source via API, SFTP or database query
- Data transformation: clean, map and format for target system
- Validation rules: reject records that fail data quality checks
- Load to target: API call, database insert or file drop
- Run log with record counts: extracted, processed, failed
- Failed record handling: retry queue and error report
- Completion notification: success or failure per run
Also in Workflow & Process Automation
Other areas covered under this service.