API & integrations overview
Last updated: July 19, 2026
What this API overview 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 API overview 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.
CLIENT DOCS · INTEGRATIONS
API overview FAQ.
Practical answers to the questions clients ask after reading this API overview, from billing and security standards to where to begin.
Does this apply to custom software?
Yes. The same rules — written scope, least-privilege access, secrets in a vault — govern custom development too.
How are integrations billed?
As this API overview notes, small automations often fit inside your existing plan, while larger builds are quoted fixed-price against a written scope. Invoicing follows the milestone process described in billing and invoices.
Which security standards do you follow?
The conventions in this API overview track guidance from NIST on secure development and access control, which also gives clients working toward CMMC a head start on evidence gathering.
I am a new client — where do I start?
During onboarding, list the repetitive tasks that eat your week; the scoping steps in this API overview take it from there.
Keep this API overview handy when you evaluate new software: ask vendors early whether they expose a real API — that answer decides how well a tool fits your stack.
Read the support guide