Automation & integrations
We connect the information that comes into your business with the actions that need to follow: in your management systems, email, documents, forms and messaging channels.
ERP and CRM, accounting systems, Google Workspace and Microsoft 365, websites, forms, files and third-party APIs — depending on each system's connection options and permissions.
System names describe experience and options to check, not a promise. Reading data, importing files, partial updates, writing back and real-time actions are different scopes — and we check the scope in every project.
Not just a “form sent” message.
An enquiry from the website is captured with the requested service.
It's assigned to the right track for that kind of request.
A record opens in the target system, within the permissions set.
The team is notified, and anyone can see what happened to the enquiry.
An example of a process that can be scoped. What gets automated depends on the systems, permissions and needs of each business.
From the website to a service call in the work system.
What we did
A Hebrew and English site with separate paths for sales enquiries and service requests. The project tested a path for opening service calls in Priority.
When production finishes, the information moves on to delivery.
What we did
An end-of-production scan is linked to the order details in Hashavshevet, and the information carries on to delivery by destination area.
Not necessarily. We first look at what already works and what can be connected. If a new component is needed, we define how it fits with the systems you already run.
Where it fits, we plan a period of parallel work and a gradual move. The decision depends on the system and the risk — it isn't automatic.
We define a source of truth for each piece of data, checks for duplicates and missing values, and who is alerted when something doesn't go through. How it's verified is agreed up front.
It depends on the process, the systems, the data and the scope of development and rollout. After a short conversation we can define a first stage and a matching proposal.
Tell us what happens today, which systems you use and where things get stuck. We'll look at whether to connect what you have, build a dedicated tool or bring in an AI agent.