Systems that share information, so people don't have to
We connect your CRM, accounting software, phone system and industry platforms, so a change in one place updates everywhere it needs to.
Who it's for
- Businesses exporting and importing spreadsheets between systems
- Teams whose CRM and accounting software disagree
- Real estate agencies using PropertyMe or Box+Dice alongside monday.com
In short
A system integration connects two or more business applications so they exchange data automatically, for example creating an invoice in Xero when a deal is won in your CRM. We build integrations using native connectors, automation platforms like n8n and Make, or custom code via APIs, depending on what is reliable for your systems.
The problem
What we usually find
Manual exports
Someone spends part of every week moving data between systems.
Numbers that don't match
Reports differ depending on which system you look at.
Industry systems in a silo
Your core industry platform holds key data that the rest of the business can't see.
What's included
What we deliver
- 01
Accounting
CRM and monday.com connected with Xero for clients, quotes, invoices and payments.
- 02
Real estate platforms
We have built integrations between PropertyMe and monday.com, and Box+Dice and monday.com.
- 03
Phone and communications
Aircall and other communication tools logged against the right client.
- 04
Custom APIs
Integrations with other platforms through APIs and webhooks, with error handling and monitoring.
Our process
How it runs
- 1
Map the data
Agree which system owns which information.
- 2
Choose the method
Native connector, automation platform or custom build.
- 3
Build and test
Test with real data and edge cases.
- 4
Monitor
Alerts if a sync fails, so problems are caught early.
Tools and platforms
The right tool for each job
- Xero
- Aircall
- PropertyMe
- Box+Dice
- n8n
- Make
- APIs and webhooks
Every project is scoped after a free discovery call, so you know the investment and the expected return before you commit.
Industries
Applied to your industry
FAQ
Common questions
Can you connect monday.com to Xero?
Yes. We connect monday.com and other CRMs with Xero so client, quote and invoice information flows without re-keying.
What if there is no ready-made connector?
If a system has an API, we can usually connect it, either through an automation platform or a custom integration.
What is the difference between an integration and an automation?
An integration connects systems so data can move between them. An automation is a set of steps that run on a trigger. Most solutions use both.
Related services
- AI & Automation ConsultingWe map how work really flows across your teams, find where AI and automation will save the most time, and build the ROI case before anything is built.
- monday.com ImplementationGold Partner implementation of monday.com Work Management, CRM, Service and Dev, including monday AI, migrations, rebuilds and clean-ups.
- AI Agents & AutomationAutomations and AI agents built in monday.com, n8n, Make and Zapier, so follow-ups, hand-offs and data entry happen without someone remembering to do them.
Let's find the hours your team is losing
Book a free 30-minute discovery call. We'll talk through what's not working and give you an honest view of where to start.