Connecting CRM, delivery, payments, accounting
We connect your CRM, telephony, delivery, payments, spreadsheets, accounting system and messengers so nobody has to copy data by hand. Every action is logged, and a person hears about any failure right away.
Status: In production: links to KeyCRM, Nova Poshta, monobank, Instagram, Telegram, LinkedIn. Other systems we connect for your project.
The problem
- Orders from chats are retyped into the CRM, and shipping labels are retyped again in the courier's portal.
- Payments are matched by eye between the bank, the CRM and a spreadsheet.
- The accounting system lives on its own, so the manager can't see real stock levels.
- When a service goes down, you hear about it from a customer.
A map of your systems first, then code.
Before the main build, we show you one working scenario on test data.
System map
:Which systems you have, who enters what, and which system is the main one for each field: price, stock, payment status.
Access check
:We read the official documentation of each system and try it on test data. The access keys stay on your accounts.
- your OK
Trial exchange
:One scenario from start to finish on test data, for example a CRM order turned into a shipping label, and you check the result.
Reliability
:We work within each system's limits, so bulk operations don't fail or run twice. Every operation is logged.
Launch
:Monitoring, and a Telegram alert with a “retry” button when something goes wrong.
Data shows up where it's needed.
Nobody copies anything by hand, and every operation is visible in the log.
- Data that shows up where it's needed, with no manual copying.
- One main system for each field: price, stock, payment status.
- A log: what was sent, when and where.
- Failure alerts with a button to retry the action.
- Documentation: which keys live where and how to replace them.
What runs in production and what we will connect for you.
We have already checked the documentation of the other systems, and we go through each system's limits at the brief.
In production
live- KeyCRM: catalog, stock, reservations, orders, payments: a clothing store's AI salesperson
- Nova Poshta (Ukraine's largest courier): shipping labels, branch search, parcel tracking, parcel locker limits: same store
- Instagram (Meta's official connection): Direct and comments: same store
- Telegram: alert bots with buttons; sending from a personal account: clothing store AI salesperson and client-finding system
- LinkedIn: connection requests and messages: client-finding system
- Email: sending, delivery statuses, attachments: client-finding system
- Card payments via monobank: invoices, automatic payment confirmation: booking platform for psychologists
- Specialist calendar service: free slots, bookings: same platform
- National bank exchange rate: prices in several currencies: same platform
- Analytics: customer path from website to payment: same platform
- Google Sheets: requests from website forms: two client websites
- Speech recognition: voice messages to text: a clothing store's AI salesperson
We connect these for you: documentation checked
per project- Prom.ua: chat (read and reply), orders
- Rozetka: orders, products
- OLX: listings via the official partner connection
- WhatsApp: replies to customers
- Viber: replies to people who wrote first
- Facebook Messenger: replies to customers
- Ukrposhta, Meest: shipments, tracking
- LiqPay, WayForPay, Portmone: payment links, payment confirmation
- Stripe: payment links
- FinMap: invoices, transactions
- Bitrix24, Kommo, HubSpot, Pipedrive: requests, deals, contacts
- SalesDrive: orders, chats
- 1C / BAS: sales, stock, reference data
- Checkbox: fiscal receipts
- Binotel, Ringostat, Zadarma: calls, recordings, events
- Horoshop, WooCommerce: products, orders
- Shopify: products, orders
- Google Calendar and Meet, Zoom, Notion, Airtable, Google Drive: events, meetings, documents
- TurboSMS, AlphaSMS: SMS and Viber messages
Timeline after the brief and an access check.
We look at the documentation and access first, then name the timeline and price.
Timeline and price
After the brief
And after the access check.
- Timeline
- After the brief and the access check. Before the main build, we show you one working scenario on test data.
- Price
- After the brief. The brief is free.
- Keys and accounts
- Yours.
Where these integrations run.
Case studies in production with different sets of systems, including an accounting system and telephony.
Questions about integrations.
What if our system can't be connected directly?
Then a scheduled file exchange, a shared spreadsheet or a module inside the system itself, as we do for 1C. We pick the option at the system map stage.
Whose keys and accounts are they?
Yours. We work with the access you grant us and document where everything lives and how to replace a key.
What happens if the delivery or payment service goes down?
The order isn't lost. The operation joins a retry queue, and a person gets an alert with a “retry” button. That's how shipping label creation already works in a clothing store's AI salesperson.
Do you account for limits on how many requests a system accepts?
Yes. We spread bulk operations over time and schedule them separately, so they don't fail or run twice.