Official APIs come first
When your software offers an API on your plan, we use it to read and write records directly. It is the most reliable path and the easiest to audit, since every change goes through the vendor’s own rules.
Scheduled reports fill the gaps
When a plan only allows reading, we work from scheduled reports or exports and prepare each change for your team to review and enter.
Browser automation your team approves comes last
Where neither option exists and the vendor’s terms allow it, we automate the steps a person would take in the browser, and your team approves each run until it proves reliable.
What we check before building
- Which plan you are on and what it allows
- Who owns the account and its permissions
- Which records the workflow needs to touch
- How every action will be logged
- The least access the workflow needs
- That your data stays out of model training