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Operations

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: KeyCRM, Nova Poshta, monobank, Instagram, Telegram, LinkedIn. Other systems per project, API checked.

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.
How we solve it

A map of your systems first, then code.

Before the main build, we show you one working flow on test data.

  1. System map

    :

    Which systems you have, who enters what, and where the source of truth is for each field.

  2. API and access check

    :

    We read the official documentation and try it on test data. The keys stay on your accounts.

  3. Exchange prototype

    :

    One flow from start to finish on test data, and you check the result.

  4. Reliability

    :

    We work within each system's limits, so bulk operations don't fail or run twice. Every operation is logged.

  5. Launch

    :

    Monitoring, and a Telegram alert with a “retry” button when something goes wrong.

What you get

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 source of truth 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.
Channels and integrations

What runs in production, and what we connect per project.

In production: KeyCRM, Nova Poshta, monobank, Instagram, Telegram, LinkedIn. We connect the rest for your project: the APIs are checked against the official documentation, 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 API): Direct and comments: same store
  • Telegram: alert bots with buttons; sending from a personal account: both AI systems
  • LinkedIn: connection requests and messages: lead generation system
  • Email: sending, delivery statuses, attachments: lead generation system
  • monobank card acquiring: invoices, automatic payment confirmation: booking platform for psychologists
  • Specialist calendar service: free slots, bookings: same platform
  • National bank exchange rate: multi-currency prices: same platform
  • Product analytics: funnel 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

Per project: APIs checked against the official documentation

per project
  • Prom.ua: chat (read and reply), orders
  • Rozetka: orders, products
  • OLX: Partner API
  • 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: leads, 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 and price

Timeline after the brief and an API check.

We look at the documentation and access first, then name the timeline and price.

Timeline and price

After the brief

And after the API check.

Timeline
After the brief and the API check. Before the main build, we show you one working flow on test data.
Price
After the brief. The brief is free.
Keys and accounts
Yours.
FAQ

Questions about integrations.

What if our system has no API?

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 API limits?

Yes. We spread bulk operations over time and schedule them separately, so they don't fail or run twice.

Next step

Write to us. A human replies.

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