Payment webhooks
Paid invoice → update portal status → notify admin.
Common connection patterns
Payment webhooks
Paid invoice → update portal status → notify admin.
Sheets & exports
Scheduled CSV for finance without manual copy.
Form → CRM
Lead capture routes to the right owner automatically.
App ↔ website
Single sign-on or shared customer records.
Disconnected vs integrated
Before
- Staff re-type payment confirmations
- Duplicate customer records
- No alert when something fails
Integration project
Map flows
Document triggers, data fields, and failure handling.