The range of great Software as a Service (SaaS) is almost limitless, but not every service offers the full scope needed. However, many if not all of these services have the ability to transfer data into or out of the offering via interfaces (APIs) and/or webhooks.
An example of one of our partners is the provider Checkfront which offers a comprehensive online booking system. From the maintenance and creation of offers to the booking by its customers, everything is covered here - but what happens afterwards? In this particular case, the booked services have to be maintained over a certain period of time and go through many individual stages themselves.
Now Pipedrive offers a Customer Relationship Management (CRM, a system for documenting and managing customer relationships) as a service, which works perfectly for this aftercare. However, the customer had to manually transfer and reconcile the data - an error-prone stage in the overall process.
Using Checkfront Webhooks and the Pipedrive API, along with Elixir, we created a bridge between these two systems: The initial booking happens at Checkfront, but from that moment on, the data is automatically transferred to Pipedrive for future processing. Status updates, such as incoming payments for progress payments and other statuses, continue to be transferred to Pipedrive and are indicated there.
All just a pipe dream? Not with us...