CRM to finance
A won deal can create the right customer and invoice details in a finance platform such as Xero, subject to your approval rules.
Deal Invoice
System integration London
Connect your business software for seamless operations
Copying data between a CRM, finance tool and booking system creates delays and mistakes. Maya's Innovate connects those systems so information moves once, reaches the right place, and stays useful.
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data flow
data flow
CRM
Finance
Bookings
Helpdesk
Connected tools
Typical system integrations we deliver
Your team should see the same customer, order, or ticket data wherever work happens. We map the handoff before choosing the connector.
Booking to CRM
New booking details can create or update a CRM record, giving your team context before the first conversation.
Booking Client record
Helpdesk to alerts
High-priority tickets can notify the right internal channel, with the customer reference and issue details attached.
Ticket Team alert
Ecommerce to fulfilment
Orders can pass to stock and shipping tools with the fields your warehouse actually needs.
Order Dispatch
Integration methods
API and no-code, chosen for the job
There is no prize for making a simple handoff complicated. We select the method that fits your data, control needs, budget, and expected volume.
Native API integration
Best when timing, control, and detailed data rules matter.
- Near real-time data exchange
- Clear authentication controls
- Purpose-built field mapping
No-code workflows
Useful for quick operational improvements with familiar tools such as Zapier or Make.
- Fast workflow changes
- Visible steps for your team
- Suitable for lighter volumes
Custom middleware
A practical middle layer for complex rules, multiple tools, or awkward legacy data.
- Centralised business logic
- Queue and retry controls
- Hybrid options available
Data quality
Reliable handoffs, every time
A connection is only useful when its data can be trusted. We define what happens when a field is missing, a record already exists, or an external service is unavailable.
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Map and transform fieldsAgree names, formats, ownership, and conversion rules before build work starts.
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Validate before sendingChecks stop incomplete or badly formatted records moving into the next system.
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Retry safelyTemporary failures are recorded and retried without creating duplicate customers or orders.
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Monitor the flowAlerts and logs show what moved, what stopped, and what needs attention.
Practical examples
Real-world integration use cases
Small changes in the right handoff can remove repeated admin from a busy team.
Xero and CRM
Won dealInvoice draft
Sales confirms the deal once. Customer and invoice fields are passed to the finance workflow for review, with duplicate checks in place.
Booking and CRM
New bookingClient record
Booking details create a new contact or update an existing one, so staff do not retype names, dates, and contact details.
Helpdesk and internal chat
Priority ticketTeam notice
Urgent tickets send a focused internal notification with a link back to the source record and the relevant customer context.
Ecommerce and fulfilment
Paid orderWarehouse queue
Order lines, delivery details, and stock information move into the fulfilment process without manual rekeying.
Delivery process
How we deliver system integration projects
Each stage leaves a clear decision record, so your team knows what is connected and why.
01
Discover
Audit your current stack, permissions, records, and data flows.
02
Design
Map the architecture, ownership, triggers, and exception paths.
03
Build
Configure connectors, API calls, field rules, and workflow logic.
04
Test
Check normal records, duplicates, missing data, and service failures.
05
Launch
Go live with monitoring guidance and a clear handover.
Connected business systems
Ready to connect your business systems?
Tell us where data gets copied, delayed, or lost. We can review your current integrations and outline a practical next step for your team.