PROJECT 01
Connecting customer support and finance.
Intercom
AsanaFinance tickets move from Intercom to Asana, with ticket data, files, images and resolutions synced between both teams.
The Intercom and Asana projectOUR WORK
The connections.
And what changed.
Explore the projects, the systems connected and the details behind each integration.
IntercomAsanaPROJECT 02
Connecting CRM, verification and agreements.
Salesforce
Sumsub
DocuSignSalesforce, Sumsub and DocuSign connect customer records, verification and agreement signing in one workflow.
The Salesforce, Sumsub and DocuSign projectPROJECT 03
Connecting sales, billing and customer support.
Zoho CRM
Xero
ZendeskAn integration connecting Zoho CRM deals, Xero invoicing and Zendesk billing follow-ups, with updates returning to the customer record.
The Zoho CRM, Xero and Zendesk projectPROJECT 04
From payment received to operations ready.
PayPal
Zapier
OdooAn integration using Zapier to connect external PayPal payments with Odoo orders, operational handoffs and exception follow-ups.
The PayPal, Zapier and Odoo projectTHE DETAILS THAT MATTER
A clear view of the work.
Why a change was needed.
The manual handoff, missing context or operational friction that brought the project into focus.
What was built.
The apps involved, the agreed workflow and how information moves between them.
What changed.
The approved outcome, with measured results included when supporting evidence is available.
YOUR WORKFLOW, NEXT