Automation & Integrations

Payments, scheduling, ERP and inventory sync, email deliverability, and the webhooks between them. If a person is the glue, that is our first target.

What is included

  • Process mapping of the hand-offs
  • System-to-system integrations and webhooks
  • Email deliverability: SPF, DKIM, DMARC and reputation monitoring
  • Scheduled jobs with alerting and logs
  • Document generation and e-signature flows
  • Payment and invoice automation

Every business has someone who re-keys data from one system into another. We find those hand-offs and replace them with integrations that run on a schedule, alert when they fail, and leave a log.

Email deliverability is part of this. If your invoices and reminders land in spam, the automation did not work. We set up SPF, DKIM and DMARC properly and watch your domain reputation.

A good fit if

  • Someone types the same order into two systems.
  • Appointment reminders, invoices or follow-ups go out late or not at all.
  • Your emails land in customers’ spam folders.

How it works

  1. Step 1

    Map

    Half a day with the people who do the re-keying.

  2. Step 2

    Automate

    Integrations built on a copy, run in parallel, then switched over.

  3. Step 3

    Watch

    Every job reports into InfraGuard and alerts if it fails.

On a service plan

Use your included hours for this.

Every plan includes hours of work or consulting each month, priority in the queue and InfraGuard monitoring. Most of what this page describes can be done inside those hours or quoted as a fixed project.

Start with an assessment.

A 30-minute call, then a one-page map of where you stand and what we would do first. No obligation.