01
Start with the business event
Define what should happen, for whom, and why before selecting an endpoint or connector.
API & integrations
Connect systems with a clear reason and a clear owner.
Move trusted information between systems without hiding a broken process.
01Scoped data flow
02Visible ownership
03Operational purpose
Connections that earn their place
An integration is useful only when its purpose and owner are clear.
02
Name the source of truth
Make record ownership and conflict rules explicit instead of letting two systems silently disagree.
03
Scope access carefully
Limit data and actions to the integration’s purpose and the customer’s authorized configuration.
04
Operate the connection
Plan monitoring, retries, exception ownership, and change control as part of the rollout.
How a connection is planned
A good integration makes the operating model simpler.
- 01
Define
Name the event, data, outcome, and responsible team.
- 02
Authorize
Set the minimum access and connection boundary.
- 03
Transform
Validate and map information into the receiving record.
- 04
Observe
Monitor success, exceptions, retries, and changes.
A practical next step