Connect the gaps between your existing systems.

FlowSync works alongside existing systems where supported access and interfaces are available. Connections are confirmed for the customer's actual products, versions and permissions, not assumed from a logo.

What needs to connect?

• Incoming requests and approved document sources.
• The system that owns customer, member or case records.
• Agreed communication channels for reminders and status updates.
• The destination for an approved outcome.

Define the source of truth

Agree which system owns each field, whether FlowSync reads or updates it, and how duplicate or conflicting information reaches a reviewer.

When a connection is unavailable

Use a scoped import, an approved export or a human task where appropriate. Connection failures should leave visible outstanding work, not a false completion status. Test permissions, failure handling and recovery before go-live.

What to bring to discovery

Bring your system names, the process owner and a non-sensitive example of the information that moves between tools. Do not send credentials or production customer data through a public form.