Record the incident
Logs (execution records) show which information did not reach its destination.
BYTEBIO SOLUTIONS
Integrations between Systems
Your order is being processed. The information is being sent along with it.
We connect sales, operations, and finance so your team can work with consistent data, without having to re-enter it every time.
Let's talk about my systems.We start with the tools your company already uses.One request. Different systems. Same information.
ILLUSTRATIVE EXAMPLE- Commercial
CRM
Customer relationship management
Commercial reference · EX-042Proposal approved
- Client
- Example Company
- next stage
- Create the order
Approval initiates the process.
- Management
ERP
Company management system
Preserved origin · EX-042Order registered
- REGISTRATION
- Validated
- next stage
- Prepare the delivery
The order maintains the link to the sale.
- Operations
Delivery
Teams and execution systems
Connected history · EX-042Status updated
- Situation
- In preparation
- Commercial
- Informed of the progress
The status is returned to the person who answers.
A Bytebio It builds the connection.
Rules of passage · Data validation · Update history
What if a system doesn't respond?
The failure needs to be identified, someone needs to be held responsible, and there needs to be a clear path to recovery. We don't treat a shipping attempt as a completed order.
Notify those who can take action.
Alerts forward the incident to the person responsible as defined in the project.
Resuming safely
Reprocessing (re-executing the submission) takes into account the rules to avoid duplication.
BYTEBIO'S WORK
The connection needs to understand your process.
Simply transferring a field from one system to another isn't enough. You need to know what data is valid, when to update it, and what to do when the routine deviates from the expected pattern.
For example, an approved proposal should only generate an order when the necessary registration is valid. This rule is part of the integration.
- Flows and responsibilities
- A map showing where the information originates, who needs to receive it, and what event initiates the transmission.
- Connected central systems
- CRM, operations, and finance are linked with update rules and acceptance criteria (conditions for approving delivery).
- Consistent registrations
- Identification keys and required fields for customer, product, order, or contract.
- Channels with history
- Entries via WhatsApp, email, or website linked to the CRM or customer service record.
- Visible and treatable flaws
- Records, alerts, and recovery defined for the failure scenarios foreseen in the scope.
- Controlled changes
- Permissions, testing, and validation are required before evolving a connection that the team already uses.
CONNECTIONS IN OPERATION
What does this mean in real-world projects?
Three published case studies show different starting points and the role of Bytebio in every connection.
Kommo ProtheusRead the case Bitrix24 ProtheusRead the case CRM + ERP + spreadsheetsRead the case
ERP within the commercial conversation.
Inventory, price, and credit check within the context of customer service. A completed sale generates an order in the ERP system.
From lead generation to quote.
The contact originates from the campaign, goes to the salesperson, and uses ERP data in the quote sent via WhatsApp.
Each area looking at the same data.
Connected systems and standardized registrations to reduce discrepancies and track the request from proposal to delivery.
Also check out these platforms: Kommo ↗Bitrix24 ↗
WHERE TO BEGIN
An initial integration. A clear delivery criterion.
We chose the priority flow and moved forward with smaller deliveries, with team validation before expanding the connection.
Still unsure which workflow to prioritize?Learn about the Diagnosis and Roadmap.
Understanding the passage
Systems, available access points, data, and exceptions. The analysis leads to the design of the flow and its dependencies.
Test the behavior
We combined what should happen in a normal execution and in a failure, with acceptance criteria for each deliverable.
Define continuity
Responsibilities, documentation, and scope of follow-up to maintain and improve connections after implementation.
APPLICATIONS BY SEGMENT
The flow changes with your operation.
The same principles apply to the information and responsibilities of each sector.
Advocacy
Lead Generation → CRM → Processes
History and status linked to process and document management.
Agribusiness
Order → Logistics → Finance
Consistent records and continuity between sales, delivery, and billing.
Health Clinics
Customer Service → Scheduling → Financial
Confirmations and charges are connected; medical records are kept when applicable to the scope.
Financial
Approval → Payment → Reconciliation
Update rules and history to verify the origin of each change.
Industry
Inventory · Maintenance · Quality
Operational records that update status, calls, and indicators.
Logistics
Incident → Service → Delivery
Tracking and connected transportation systems to communicate delays and exceptions.
Services
Sales → Execution → Billing
The hiring process reaches the delivery team with the necessary context to execute and hold them accountable.
Public sector
Request → Forwarding → Response
Internal channels and systems linked with visible history, deadlines, and pending items.
Retail
Sales → Inventory → After-sales service
Online store, point of sale, and management system connected to track orders, exchanges, and returns.
Possible scenarios. Feasibility depends on the systems, access, and rules of each project.
What do we need to evaluate together?
Is it possible to integrate the systems we already use?
This is the starting point. We evaluate the APIs (interfaces for communication between systems), permissions, and other available access methods. The viability of each connection is confirmed after this analysis.
We already have an integration that's failing. Could you review it?
We can assess the existing workflow, identify where it breaks down, and define priority fixes. We need access data and a history of failures to understand the situation before proposing an intervention.
What is the investment and the timeframe?
It depends on the systems, the data, the rules, and the number of flows. The proposal defines the scope, delivery criteria, investment, and timeline after the evaluation.
Let's map the first connection?
Between which systems is your information lost?
Describe which tools you use and where the team needs to copy, verify, or request an update.