Integrations
An agent is only as useful as the systems it may touch. Here is what we already run, and what an agent reads and writes in each.
What we mean by it
Sync tools keep two copies of a record in step, and that problem is mostly solved. Ours is the other one: pull the facts when they are needed, make the call a fixed rule cannot, write the result back where it belongs.
Sales and CRM
Reads accounts, contacts and open opportunities, then writes back what happened. Beep Beep builds every target list here first, and only pays for outside data on names it cannot find.
Money
Chases what is genuinely overdue rather than what a spreadsheet said last Tuesday. Once a payment posts, the chase stops that day.
The payables side. Matches an incoming bill to its purchase order, and routes anything that does not reconcile to a person rather than pushing it through.
A successful charge closes the task and stops a collections sequence mid-flight, so nobody is chased for money they already sent.
Where your team already talks
Where the human stays in the loop. The agent posts what it is about to do as a card, reasoning attached, and waits for a click. Anything financial or customer-facing lands here first.
Agents send from a real mailbox on your own domain, not a shared relay, so replies land in the thread you expect and the sending reputation stays yours.
Phones, data and research
The phone layer under Nico. Calls are answered and transcribed, then become a message someone can act on in the morning.
Plenty of small companies keep the real operating data here, whatever the official system of record says. Agents read and write it like a database.
The research chain behind outbound. ZoomInfo fills gaps the CRM cannot, Firecrawl reads the prospect’s own website, and NeverBounce verifies every address before a send.
Two we get asked for by name
Salesforce already does this well, and if a decision can be written as a rule, write it as a Flow. An agent earns its place where the answer is not in the record: a reply saying “circle back after our fiscal year,” or a signal buried in an attached PDF. It reads that, decides, and updates the record so Flow takes over.
Intuit ships recurring invoices, bank rules and scheduled reminders. Turn those on first. What none of them does is read the answer, and deciding whether a reply is a dispute, an error or a promise to pay on the fifteenth is the actual work.
A deliberate non-answer
If you only want customer and invoice records kept in step between the two, you do not need us and we will say so on the call. Both vendors publish a connector, and none of that work needs judgment. Bring us the part that does: the collections decision, the quote assembled from three systems, the reply that has to be read before anything is posted.
The awkward case
It comes up more than vendors admit, usually with older on-premise software. These are the options, in the order we try them.
Most systems that claim to have none have one anyway: it is what their own web app talks to. Where the vendor permits it, we look here first.
A nightly CSV to an SFTP drop, or an emailed report the agent parses. Unglamorous, and it survives vendor redesigns.
For on-premise software you own, a read-only connection often beats anything the vendor exposes.
A script that logs in and clicks. It works, and it breaks the week the vendor ships a redesign. We say so before you pay for it.
There is a fifth answer, which is “don’t.” If the only route in is fragile and the step is small, leave it with a person.
Anything else
The list above is what we already run, not the limit. Integration work is the same shape underneath: authenticate, read, decide, write back, log it, flag a person when something looks wrong. Tell us the system and the job you want done inside it — the agent is the product, and the integration is how it reaches the work.
Start here
Name one workflow that crosses two of these systems and costs somebody an afternoon a week.
Book a walkthroughNo, and they work well together. Zapier moves a record from A to B when a trigger you defined fires. An agent handles what is not knowable in advance: reading the reply, the PDF or the website, then acting on it.
Yours, in your own tenant, scoped to what the job needs. You issue them and you can revoke them, and we document which permissions each agent asks for and why.
It is our problem, because we run the agents rather than handing you a script. Failed calls raise an alert when they fail, not at a quarterly review.
Not by default. Financial and customer-facing actions wait for an approval click showing what the agent read and why it wants to act. You can switch that off per action once you trust it.
No. The agent reads and writes in place, in the systems you already pay for. There is no Splice Work database that becomes the new home for your records.
If it has an API we build to it, and most do. If not, there is usually still a way in, and the honest answer comes after we look rather than before.
Thirty minutes on your actual stack, not a demo account.