Integration & Automation
Once your Pricing Engine is producing fast, defensible quotes, you’ll feel the friction at the next bottleneck: quotes that need to flow into your CRM, RFQ emails that arrive faster than anyone can read them, accounting systems that need an invoice the moment a quote is accepted. We wire the engine into the rest of your stack.
Bespoke integration code between the engine we built and whatever else you run. No Zapier subscriptions or per-task limits, and no generic connectors that only sort-of fit.
Common engine integrations
What we typically wire up first
- Engine ↔ CRM (Zoho, Bigin, HubSpot, Pipedrive) deal pipeline
- Engine ↔ inbox: RFQ in, draft quote email out
- Engine ↔ accounting (Xero, QuickBooks) for invoice drafts
- Engine ↔ e-signature (DocuSign, signable PDFs) on quote accept
- RFQ PDF / email parsing → structured engine inputs (AI-assisted)
- Legacy ERPs via RPA when there’s no API to talk to
How it works
Three steps from “the engine produces a great quote, but then it sits there” to “every quote flows automatically into the rest of your stack”.
We map your post-engine flow
Once the Pricing Engine is live, the friction shifts. We trace where every accepted quote needs to go next (CRM, accounting, e-signature, inbox) and that becomes the integration spec.
We build the connector
Custom code that reads from one API and writes to another, with the right field mapping, error handling, and retries. No Zapier subscriptions, no per-task limits.
We monitor and maintain
APIs change. We watch for failures, keep the integration running, and adapt when providers release new versions or your engine grows new outputs.
What you get
Concrete changes to how the engine plugs into the rest of your business.