Systems Integration & Automation

Connect your tools, reduce manual work, and surface the right data—securely and reliably. We integrate cloud and on-prem systems (M365, Google Workspace, QuickBooks, ERPs/CRMs, POS, IoT, security, and more) and automate routine tasks so your team saves time and avoids errors. If you’re already working with us on Managed IT or Co-Managed IT, we’ll build on your current stack for faster wins.

Workflow Automation Cloud + On-Prem PIPA/PIPEDA mindful Security-First

What we integrate

  • Productivity & identity: Microsoft 365 (Entra ID/Azure AD), Exchange, SharePoint, OneDrive, Teams; Google Workspace
  • Finance & operations: QuickBooks Online/Desktop, Sage 50, inventory tools, purchase orders & approvals
  • Sales & CRM: HubSpot, Zoho, Pipedrive, Monday.com, Notion databases
  • Scheduling & messaging: Outlook/Bookings, Google Calendar, Calendly, Slack/Teams
  • Web, forms & marketing: WordPress, Gravity/WS Form, Webhooks, Mailerlite/Klaviyo
  • E-commerce & POS: Shopify, WooCommerce, Stripe, Square
  • Infrastructure & security: Unifi, pfSense, Synology/TrueNAS, backup platforms, SIEM alerts
  • Line-of-business & imaging: PMS/EMR/ERP connectors, on-prem file servers, scanners & label printers

Need a scoped project? See Projects & On-Demand for fixed-price builds and migrations.

Common automations we deliver

  • Sales → Ops handoff: Deal won in CRM ⇒ create project folder structure in SharePoint, tasks in Planner/Asana, and a Teams channel
  • Finance sync: Approved quote/invoice ⇒ push to QuickBooks, tag cost centre, notify in Teams
  • HR joiners/movers/leavers: Form submission ⇒ auto-provision M365 account, groups, mailbox rules, and access requests
  • Document workflows: Intake form ⇒ generate PDF from template, store in client folder, email secure link to client
  • Calendars & reminders: Booking made ⇒ send confirmations, reschedules, and day-before SMS reminders
  • Alerts: Backup/endpoint/security events ⇒ post to Teams “IT-Alerts” with ticket auto-creation

Why SMBs choose automation

  • Fewer manual steps & mistakes across teams
  • Faster handoffs between sales, operations, and finance
  • Consistent compliance trails (who did what, when)
  • Better visibility with dashboards and notifications
  • Lower costs vs. hiring or re-keying data

Our integration process

  1. Assessment – Map apps, data, and pain points. Define “what good looks like.”
  2. Design – Low-code first (Power Automate, Make/Zapier) with secure connectors; fall back to custom scripts/webhooks when needed
  3. Pilot – Build a minimal flow, test with sample data, and create rollback.
  4. Hardening – Add auth, error handling, retries, logging, and notifications.
  5. Go-Live & Handover – Documentation, training, and KPI checks. We can manage or you can.

Tooling & approach

  • Low-code: Microsoft Power Automate, Power Apps, SharePoint/Graph, Make/Zapier
  • APIs & scripting: Webhooks, Graph API, REST, Python/PowerShell for glue code
  • Data & storage: SharePoint/OneDrive, Google Drive, SMB/DFS, Synology/TrueNAS
  • Security: Least-privilege service accounts, OAuth/Entra, key vaults, audit logs, PIPEDA/PIPA-aligned handling
  • Monitoring: Run history, error alerts in Teams, versioned playbooks

For cloud hardening or licensing, see Cloud & Microsoft 365. For ongoing ops, see Managed IT or collaborate Co-Managed IT. Add threat protections with Cybersecurity.

Where we serve

Metro Vancouver & Fraser Valley: Vancouver, North Vancouver, West Vancouver, Burnaby, New Westminster, Richmond, Delta, Surrey, White Rock, Langley (City/Township), Abbotsford, Maple Ridge, Pitt Meadows, Coquitlam, Port Coquitlam, Port Moody, Chilliwack, Mission.

Free Assessment

Not sure where to start?

Book a 15–30 minute automation assessment. We’ll review your goals and give you practical next steps—no jargon, no pressure.

  • Security & patching review
  • Backup & disaster recovery baseline
  • Cost-saving recommendations
Talk to an Expert

Or call (604) 613-0150

Local owner-operated • Same-day on-site (selected cities) • PIPEDA mindful

FAQ

Do you work with both cloud and on-prem apps?

Yes. We bridge M365/Google/Azure with on-prem servers, NAS (Synology/TrueNAS), and firewalls (Unifi/pfSense).

We already have tools—can you integrate “as-is”?

Usually. We start with your stack and only add tools if there’s a clear ROI or security benefit.

Is low-code reliable enough for production?

Yes—when engineered with retries, idempotency, scoped credentials, and alerting. We add those by default.

Can you integrate QuickBooks Desktop?

Yes, via secure connectors/agents and staged sync to avoid duplicates.

How long does a typical automation take?

Most “Level-1” workflows (1–2 systems, basic logic) ship in days; larger projects vary with data complexity and approvals.