CRM and enquiry connections
Join forms, inbox workflows and customer records. Agree how contacts are matched, what is updated and where follow-up work belongs.
Systems integration.
Get your tools talking.
Good software is more useful when the right information can move between it. Dragon AI connects business systems, designs API integrations and makes the handovers easier to understand and maintain.
Talk through your systems- A clear source of truth
- Reliable data handovers
- Visible exceptions
The gaps between good tools create a lot of work.
The booking is in one platform, the customer details in another and the invoice somewhere else. A change in one place means remembering to update the others. When records disagree, somebody has to work out which version to trust.
We design connections around ownership of information: which system creates a record, what each destination needs and what should happen if the connection fails. The aim is a dependable flow of useful data, with the exceptions visible to the people who can resolve them.
Connect the systems your business already depends on.
Bookings and operational tools
Move the details needed for scheduling, fulfilment or internal tasks. Handle amendments and cancellations as part of the design.
Accounting and reporting
Prepare consistent records for finance and reporting workflows, with reconciliation checks and appropriate review before consequential changes.
APIs and data migration
Build supported connections between applications, or plan the transfer to a new platform with field mapping, validation and a rollback approach.
One booking. A consistent picture across the team.
The starting point
Staff copy booking details into a customer record and a planning sheet. An amended booking leaves one destination out of date, and the team has to reconcile the difference.
A better way forward
The booking platform owns the booking record. Agreed updates flow to the other systems using a stable reference. Failed updates are held for review, with enough context to retry safely.
- 1
Map the record
Define identifiers, fields, ownership and permitted changes.
- 2
Connect the events
Handle creation, updates and cancellations without duplicating work.
- 3
Check the handover
Test repeated events, missing fields and unavailable destinations.
An illustrative engagement. We agree the actual scope, access and success measures with your business.
Something useful.
Yours to put to work.
The engagement has a clear scope and a tangible handover. We agree the deliverables before work starts.
Discuss the scopeA system and data-flow map
What connects to what, the record each system owns and the direction information travels.
Integration specifications
Field mappings, identifiers, permissions, triggers and exception behaviour.
Implemented connections
The agreed API or supported integration, with validation and duplicate handling appropriate to the workflow.
Visibility of failures
Logs, alerts or a review queue suited to the process, so a failed handover does not silently disappear.
Handover and maintenance guidance
Configuration, access ownership, vendor dependencies and the checks needed when systems change.
How we work with you.
Map
Identify the systems, owners, record types and the business events that connect them.
Check feasibility
Review supported APIs, authentication, usage limits and data quality before committing to an approach.
Connect and test
Build the handovers and test both ordinary events and failure scenarios.
Introduce carefully
Agree validation, cutover and rollback steps, then document ongoing ownership.
A few things
you might be wondering.
Questions about your own setup?
Let’s talk it through
Which systems can you integrate?
We assess the specific tools you use. Systems with documented APIs, webhooks or supported connectors are common candidates. The answer depends on your plan, available permissions, vendor restrictions and the information that needs to move. We confirm feasibility before agreeing implementation.
What if a system has no API?
We check supported import and export options and whether the vendor offers another reliable connection. If the only option is fragile or unsupported, we explain the trade-offs and alternatives. We do not assume every platform can be connected safely or maintained economically.
How do you prevent duplicate records?
We agree a stable record identifier, matching rules and which system owns changes. The implementation can then recognise repeated events and make updates rather than creating new records unnecessarily. Ambiguous matches should be reviewed instead of silently guessed.
Will an integration update instantly?
That depends on what the systems support and what the workflow needs. Some can use events or webhooks; others require scheduled checks or batch transfers. We agree an appropriate update frequency and explain delays and failure behaviour.
Can you help with a system migration?
Yes. We can scope data mapping, cleanup, test transfers and reconciliation alongside the new connections. A migration needs a clear cutover plan, access to the necessary exports and a practical way to recover if validation fails.
What affects the cost of integration?
The number of systems is only part of it. Data quality, matching rules, vendor limitations, testing environments and exception handling also matter. We check these before pricing and identify ongoing platform or maintenance costs separately.
A little clarity before the next step.
Make the space between your systems work better.
Tell us what you’re working on. We’ll help you find a practical next step.
Talk through your systems