Integration Checklist
These checks make integrations easier to test and maintain. They also help decide whether the automation should live inside your web app, CRM, Business Suite, website backend, or a separate lightweight middleware service.
1. Trigger: form submission, payment success, invoice created, stock low, booking confirmed, or status changed.
2. Source system: website, CRM, ERP-lite, Business Suite, payment gateway, Google Sheet, or custom app.
3. Destination: WhatsApp, email, SMS, CRM, report dashboard, sheet, backend database, or support tool.
4. Data fields: customer name, phone, email, order ID, invoice number, amount, due date, source page, and status.
5. Failure handling: duplicate prevention, retry rules, logs, alerts, and manual correction process.
6. Compliance and safety: secure links, limited data exposure, correct access, and approved templates where required.