CRM → demand
Pass account, opportunity, probability and required dates into planning.
INTEGRATIONS & API
Your systems.
One connected operation.
Bring demand, people, delivery and financial context together—so each team can act on the same business story.
Integration availability, methods and scope are confirmed against your systems and requirements.
ClousysShared operating context
Salesforce
Microsoft 365
Google Workspace
Collaboration
Finance
APIs & dataYour ecosystem, connected around the way your business works.
01 / START WITH THE BUSINESS
Connect the handoff that matters.
An opportunity becomes resource demand. A confirmed allocation changes delivery capacity. Approved effort becomes billing evidence. Start with one business handoff and agree what the next team needs to act.
People → capacity
Keep employee identity, skills, leave and allocation context consistent.
Delivery → finance
Carry approved effort, contract references and billing status into the financial handoff.
02 / API & DATA DESIGN
Make the API contract clear before connecting.
A reliable connection depends on shared definitions. Agree the records, field mappings and ownership first; then confirm the API methods and authentication supported by the systems in scope.
Records & identifiers
Define stable IDs, required fields, relationships and the system of record.
Read, write & cadence
Agree which system can create or update a record and whether the handoff is event-driven or scheduled.
Validation & access
Document permissions, validation rules, data minimisation and how invalid records are handled.
LET’S MAP YOUR CONNECTIONS
How would Clousys fit your existing systems?
Bring your current tools and the handoff you want to improve. We’ll use the demo to explore the workflow, data requirements and next steps with you.
03 / OPERATIONAL CONTROL
A connection is only useful if teams can trust it.
Design the exception path alongside the successful path. A failed handoff should have a visible owner, enough context to investigate and a clear recovery procedure.
Detect
Agree the signals that identify missed, rejected or delayed records.
Resolve
Define who investigates, how retries work and when an exception is escalated.
Reconcile
Compare source and destination records so missing or duplicate data can be found.
04 / DELIVERY APPROACH
From discovery to a working handoff.
Build an integration around a measurable business outcome, not a list of logos. Confirm technical feasibility and commercial scope before implementation.
Map the workflow
Identify systems, owners, volumes and the decisions the connection supports.
Validate the design
Review sample records, access, mappings and exception scenarios together.
Test & hand over
Check the end-to-end handoff and agree monitoring, ownership and support.
EXPLORE BY MODULE
Find the connection behind your next workflow.
Explore relevant systems and data handoffs across Clousys. These are integration use cases across all Clousys modules. Named systems are examples to assess, not a claim that every connector is prebuilt. Supported methods, access and implementation scope are confirmed during discovery.
10 module workflows
Recruitment & joiningApplicant Tracking System (ATS)
Move from an approved requirement to a candidate ready to join.
- Relevant systems
- Job boards, interview calendars, assessments and background verification (BGV) providers
- Typical data to map
- Requisition and candidate IDs · interview events · BGV status · offer and joining readiness
Employee lifecycleHuman Resource Management (HRMS)
Keep employee changes consistent across the systems that support your people.
- Relevant systems
- Payroll platforms, biometric attendance systems, identity, employee documents and HR service tools
- Typical data to map
- Employee ID · organization · employment changes · attendance inputs · payroll handoffs · document status
Demand & capacityResource Management
Bring likely work, skills and available capacity into the same staffing decision.
- Relevant systems
- CRM, HRMS, payroll cost inputs and project planning systems
- Typical data to map
- Opportunity dates · skill requirements · leave · allocation
Project executionProfessional Services Delivery
Connect project commitments, delivery progress and commercial context.
- Relevant systems
- Work tracking, collaboration, document systems and ERP platforms such as NetSuite and SAP
- Typical data to map
- Project ID · milestones · scope changes · effort and approvals
Time & availabilityTime, Leave & Expense
Carry approved time and absence context into capacity and billing reviews.
- Relevant systems
- Biometric devices and attendance platforms, calendars, payroll, expense systems, NetSuite and SAP
- Typical data to map
- Approved attendance · project time · leave dates · expense evidence · payroll and billing inputs
Revenue visibilityRevenue Forecasting & Leakage
Explain the forecast using delivery evidence and visible billing exceptions.
- Relevant systems
- CRM, project records and financial platforms including NetSuite and SAP
- Typical data to map
- Demand confidence · delivery dates · blocked value · recovery status
Financial handoffsInvoicing & Billing
Connect approved delivery evidence with invoice preparation and reconciliation.
- Relevant systems
- Accounting and ERP platforms, including Oracle NetSuite and SAP, plus commercial record systems
- Typical data to map
- Contract reference · rate context · invoice ID · billing status
External talentVendor Management
Keep external submissions linked to the demand they serve.
- Relevant systems
- Vendor portals, recruitment channels, BGV providers and procurement systems such as NetSuite and SAP
- Typical data to map
- Vendor ID · requirement · candidate submission · progression
Connected reportingAnalytics / Org 360
Align leadership reporting around consistent definitions and source records.
- Relevant systems
- Data warehouses, business intelligence tools and reporting feeds from HR, payroll, NetSuite, SAP and delivery systems
- Typical data to map
- Period · source · metric definition · refresh timing
Cross-system workflowsAI, Automation & API
Scope a controlled workflow with clear permissions and human review points.
- Relevant systems
- REST APIs, webhooks, middleware and supported file-based data exchange across business platforms
- Typical data to map
- Trigger · record mapping · access · exception owner
No matching workflows. Try a different keyword or choose All modules.
Connect the platforms your business depends on.
Clousys supports an open integration approach across all ten modules. Bring any platform you use: we’ll assess its APIs, webhooks, middleware or supported file exchange and agree a workable connection. Availability depends on the external system’s access, permissions and technical capabilities.
Questions to explore together
Is every system shown an out-of-the-box connector?
No. The ecosystem illustrates integration categories. Connector availability, API access, configuration and any implementation work need to be confirmed for your environment.
Can we keep the systems we already use?
The starting point is your existing operating model. Identify which systems own each record, then scope the connections needed to improve specific handoffs.
What should we bring to an integration demo?
A list of your systems, the workflow you want to improve, the records involved and any security or timing requirements. Sample field lists help make the discussion concrete.
