API & integrations overview

Last updated: July 19, 2026

What this covers

Beyond keeping systems running, we build the connections between them: syncing your CRM to your accounting platform, wiring form submissions into a ticket queue, automating reports out of Microsoft 365. This page explains how those projects work and what to expect.

How integration projects are scoped

• It starts with a conversation about the outcome, not the technology: what should happen automatically that is manual today?
• We do a short discovery to confirm what each system’s API actually allows — vendors’ marketing pages and their APIs do not always agree.
• You get a written scope: the systems involved, the direction data flows, what triggers it, and what happens when something fails.
• Work is quoted fixed-price against that scope. Changes are welcome; they are re-scoped, not absorbed silently.
• Build, test with your real data in a safe way, then a supervised go-live.

Microsoft 365 and Azure connections

Most of our integrations touch Microsoft 365 or Azure. We connect through properly registered Entra ID applications with the minimum permissions the job needs — never a shared user account, never a global admin credential baked into a script. Every app registration is documented with what it can access and why, so an auditor (or you) can see exactly what is connected to your tenant. We review connected apps quarterly and remove anything no longer in use.

Webhook conventions

• HTTPS only, always. Endpoints that receive your data are never plain HTTP.
• Payloads are signed, and receivers verify the signature — so a forged request gets dropped, not processed.
• Deliveries retry with backoff if the receiving end is down, and handlers are built to tolerate the same event arriving twice without duplicating data.
• Failures alert us, not just a log file nobody reads.

Credentials and secrets

API keys, tokens, and connection strings live in a secrets vault, never in code, spreadsheets, or email. Keys are scoped to the one job they do and rotated if there is any doubt about exposure. If a vendor asks you to email someone an API key, loop us in first.

Requesting an integration

Open a ticket in the HelpDesk portal and describe the two ends and the outcome: “when X happens in system A, I want Y in system B.” You do not need to know whether the vendors have an API — finding that out is our job. Small automations are often handled under your existing plan; larger builds get scoped as above.

After launch

Integrations are monitored like any other system we run: if a sync breaks, we usually know before you do. Each build is documented, and support for a live integration goes through the normal severity levels. When a vendor changes their API — and they will — we handle the migration and tell you if it affects scope.