SOFTWARE WORKFLOWS

  • API workflow services
  • Macola / Agility workflow services
  • QuickBooks workflow services
Data management on demand
At a Glance

Use APIs to automate your business

API workflows

Figuring out how to use API calls can be a challenging and time-consuming process, but it’s crucial for businesses looking to integrate systems, upgrade platforms, or consolidate data from multiple sources. Our API Workflow Services are designed to make your workflows smooth, efficient, and secure, ensuring your data is transferred accurately and with minimal downtime. Whether you’re moving data between cloud services, integrating third-party APIs, or switching to a new software solution, we have the expertise to handle your migration needs. 

API workflow scenarios

  • You want to regularly keep the data in System A and System B aligned, such as your accounting software and project management system
  • You want data to flow from System A to System B, like when you take an order from your website and now you want to send the details to the warehouse for shipping
  • You want to regularly import data from clients or vendors into your system
  • You want to regularly export data for analysis
  • You’ve outgrown Zapier or other low-code solutions
  • You want to build an API for your custom software

Eclipse Consulting can help you understand your options when it comes to using APIs for your business, then we can craft a custom API solution that meets your needs.


Why choose our API workflow services? 

Comprehensive expertise: We specialize in integrating data across a wide range of APIs, including popular platforms such as Salesforce, QuickBooks, Shopify, HubSpot, and more. Our team has the technical know-how to handle even the most complex migration projects. 

Customized solutions: Every automation and workflow is unique. We tailor our services to fit your specific data structure, API requirements, and business objectives. Some clients use their software APIs to provide a continuous data flow; others use APIs to deliver batch updates on a periodic basis. 

Secure & accurate data transfer: We prioritize data integrity and security throughout the migration process, using best practices to protect your sensitive information and ensure it remains intact during the transfer. 

Ongoing support: Our services don’t stop once the migration is complete. We offer ongoing support to address any post-migration issues, ensuring your systems run smoothly and efficiently. 

Our 4-step API workflow process  

1. Consultation & planning: We start by understanding your current data structure, the source and destination software, the API requirements, and your project goals. This allows us to create a customized plan tailored to your needs. 

2. Data mapping & preparation: We carefully map your data from the source to the destination, ensuring compatibility and alignment. We also perform data cleansing to eliminate any inconsistencies or duplicates. 

3. API integration & testing: Our experts handle the integration between the software solutions, establishing secure connections and conducting thorough testing to ensure the data transfer is accurate and complete. 

4. Validation & quality assurance: After the project is setup, we validate the data to ensure it is being transferred accurately and is meeting performance expectations.  

Plus, our team will give you the training and support needed to maintain your setup.  

Types of API workflows and data migrations 

  • Cloud-to-cloud triggered automations: Move data between cloud-based platforms such as Salesforce, Microsoft Dynamics 365, HubSpot, or NetSuite. 
  • On-premise to cloud triggered automations: Transfer data from on-premise systems to cloud-based APIs, allowing you to leverage the benefits of cloud technology. 
  • Third-party API integrations: Migrate data to or from third-party applications like QuickBooks, Shopify, WooCommerce, or other software solutions. 
  • Custom API migrations: We handle custom API integrations for businesses with unique requirements, ensuring data flows seamlessly between your chosen systems. 

Who can benefit from our API workflow services? 

Growing businesses: Companies looking to integrate new software solutions or upgrade to more advanced systems. 

Companies who have outgrown Zapier: Low-code solutions are a great starting point, but can grow in cost, complexity, and become challenging to manage over time.

Multi-platform companies: Organizations that manage data across multiple platforms may need automation to keep data consistent across the environment. 

Developers & IT teams: Internal teams requiring assistance with complex API Integration projects to ensure accuracy and efficiency. 

Key benefits of our API workflow services 

  • Data accuracy: We ensure that your data is transferred accurately and without loss, preserving the integrity of your information. 
  • Enhanced integration: Our services facilitate seamless integration between different systems, enabling better data flow and accessibility across your business applications. 
  • Scalable solutions: As your business grows, our migration services can adapt to accommodate additional data or changes in your API requirements. 
  • Reduced risk: We handle the complexities of data migration, reducing the risk of errors, data loss, or downtime during the transition. 

Business software we work with 

We have extensive experience with a wide variety of APIs, including but not limited to: 

  • CRM Systems: Salesforce, HubSpot, Microsoft Dynamics 365, ActiveCampaign 
  • Accounting & Finance: QuickBooks, Xero, FreshBooks, Macola 
  • E-Commerce Platforms: Shopify, WooCommerce, Magento 
  • Cloud Services: AWS, Microsoft Azure, Google Cloud 
  • Project Management: Asana, Trello, Jira, ClickUp 

Get started with your API workflow setup today! 

Don’t let the complexities of API workflows hold your business back. Our expert team is here to guide you through the process, ensuring a smooth, secure, and efficient transition to your new system. 

Contact us for a free consultation and discover how our API Workflow Services can help you achieve seamless data integration and unlock the full potential of your business systems!