AUTOMATION / INTEGRATION
Connecting CRM, payments and project management into one workflow.
- Client
- Growing agency
- Industry
- Creative services
- Service
- Automation
What we did
- System audit
- Field ownership mapping
- Integration architecture
- Automated project and invoice creation
- Failure handling and alerting
The problem
When a deal closed, someone created the invoice in one system, the project in another and updated the CRM to reflect both.
When that person was busy, work started before anyone had invoiced it.
What was in the way
- Each system believed it owned the customer record.
- Duplicate clients accumulated with slightly different names.
- Nobody was notified when a step was skipped.
What we designed
We decided explicitly which system owns each field, then designed the connecting layer around that decision.
We defined what should happen on conflicts, duplicates and failures before building anything.
What we built
- A closed-won trigger that creates the invoice and the project.
- Deduplication so one client exists once.
- Alerting when a connection fails or a record needs human judgment.
How it works now
Three manual entries per closed deal.
One trigger, three systems updated.
Silent failures.
A person is told when something needs attention.
The outcome
- Projects no longer begin before invoicing.
- Duplicate client records stopped accumulating.
- Account managers stopped re-entering the same information three times.
Sound familiar?
Tell us what's not working in your business.
Describe what happens today. We'll determine the most useful next step.