KARVANIS SERVICE / API & INTEGRATIONS

API integrations and connected tools

Karvanis does not automatically replace your existing tools. When their APIs allow it, I make them work together to reduce duplicate entry and bring useful information into one coherent interface.

Describe my need

01 / Where it fits

Where it fits

Is this the right starting point?

Your software already meets your needs, but information has to be copied between tools: a connection can handle those manual transfers. Feasibility depends on the access and functions each provider actually offers.

Isolated software

Move data between your CRM, ERP, email and business tools.

Scattered information

Bring useful indicators and actions together without more tabs.

Repeated actions

Automatically trigger an update, document or notification.

02 / A controlled implementation

A controlled implementation

I start with a real workflow, test an initial version with you and develop the solution in stages.

01Observe the real work
02Prototype with users
03Deploy, document and support

An example of a first phase

Transfer information between two applications

This workflow illustrates one possible approach. Your project is defined around how your business works.

Choose the source
Approved information in the first tool triggers the transfer. The system that acts as the source for that information is clearly identified.
Check the transfer
The connection checks the required fields and prepares the format the other application expects. Permissions are limited to the agreed operations.
Confirm or recover
The activity record shows whether the update succeeded. If a service is unavailable, a recovery procedure handles the error without creating duplicate records.

The result to check

Follow information from source to destination and identify transfers that need attention.

What the quote should clarify

The software, subscriptions and API access required
The information exchanged, its direction and frequency
The rules for duplicates, conflicts and recovery
Error monitoring and responsibilities when a service changes

Connect the right tools for a specific purpose

An integration begins with a clear need: avoiding duplicate entry, updating information or bringing indicators together. I identify the source system for each type of data, the destinations and the frequency actually needed. Continuous synchronisation is not always useful.

Check what the APIs permit

Feasibility depends on each provider’s access options, usage limits and available formats. Some subscriptions exclude API access or impose restrictions. These points are checked before treating a connection as feasible.

Plan for synchronisation failures

A service may respond late, refuse a request or return incomplete information. Together, we define how failures are reported, operations resumed and duplicates avoided. Conflict rules also matter when several tools can change the same data.

Limit access and retain control

Keys and secrets stay on the server. Permissions should match the operations needed, and exchanged information should serve the actual purpose. Connection documentation and monitoring arrangements help prepare for API or subscription changes.

Internal project: the connections in Prosio

Prosio connects Excel/CSV imports, sales records and message preparation. After email configuration, the salesperson reviews the recipient and text before confirming sending in Prosio; Outlook remains an option. AI and n8n workflows are optional and require configuration. A draft is not a sent message and no external synchronisation is assumed active.

Explore this project

Questions to discuss before starting

How long does a project take?

Timing depends on the workflows, data availability and required connections. The first conversation identifies these dependencies. We then agree on scope and review stages; a sound estimate requires understanding how your team works.

What budget should I expect?

The budget follows the agreed scope: users, rules, screens, data migration and external services. We can start with one priority workflow and define a useful first phase together. Any recurring costs should be clarified alongside the quote.

Who owns the code and data?

Deliverables, code rights, third-party licences and access arrangements should be defined in the contract. I discuss these points before starting, so you know what will be handed over and how your data can be retrieved.

How do we plan for continuity?

Continuity requires suitable documentation, clear access arrangements and a backup and recovery procedure. Maintenance, hosting responsibilities and any future handover to another provider should be agreed according to your project’s needs.

Direct contact, through to handover

I design and develop the solutions presented here. You speak directly with the person building your project. Together, we agree on review stages, access to hand over and documentation your team needs.

Planning also covers retrieving your data, backups, and arrangements for maintenance or a handover to another developer. These are defined within the agreed scope.

03 / CONTACT

Is a process still slowing your team down?

Tell me how it works today. A first 30-minute conversation helps us explore a practical starting point together, with no obligation.