Website or inbox
Prepare context → CRM + owner task
Integrations
Make your existing systems act like one process.
The useful question is not “How many apps can we connect?” It is which systems should share context, what event should move the work forward, who needs to review it, and where the durable record belongs.
Integration patterns
Design the handoff before choosing the connector.
A platform name is not a workflow. Start with the source, the preparation or decision step, and the system or owner that should receive the result.
Document arrives
Extract + review → Record + approval
Finance status changes
Apply rules → Reminder + owner queue
System alert
Summarize context → Human response checklist
Tool examples
Work with the stack you already have.
These pages describe workflow patterns around commonly used systems. They are not claims of vendor partnership or endorsement, and the exact integration method depends on the account, API, permissions, and process.
Microsoft 365
Account alerts, email threats, and identity events routed into a response playbook.
Google Workspace
Shared briefs and docs turned into campaign calendars, deadlines, and review alerts.
Salesforce
Inbound leads are deduped, qualified, and assigned with the next task already attached.
HubSpot
Forms and marketing responses are enriched before they land in the right pipeline stage.
Slack
Tool updates become readable Slack handoffs, approvals, and next-step assignments.
QuickBooks
Unpaid invoices start the right email, text, and reminder sequence automatically.
DocuSign
Signature packets are checked, tracked, and nudged forward before deadlines slip.
AWS
Approved company sources can power internal AI search, drafting, and secure knowledge access.
Azure
Identity and cloud alerts can feed a guided incident triage workflow for staff review.
n8n
Website forms can feed n8n-style routing, CRM updates, reminders, and notifications.
AI
AI-assisted steps stay focused, reviewable, and wrapped with approvals before they affect real work.
When the tools do not line up neatly
The edge cases are part of the integration.
Older systems, private databases, vendor portals, partial APIs, access constraints, and human approval requirements are normal. The right design should expose those boundaries instead of pretending every workflow is a clean two-app connector.