Integration planning

API & Integration Planning

Plan connections between your platform, third-party APIs, CRMs, payment providers, analytics tools, email systems, and internal data sources. Integration scope confirmed per enquiry.

API integrationCRM connectionsData flowsThird-party services
API integration and data flow — visual atmosphere
Visual atmosphere only
What integration planning covers

API and integration planning

Most business software does not exist in isolation. It needs to exchange data with the tools and platforms the business already uses — CRMs, payment processors, email services, analytics platforms, accounting systems, and more.

Integration planning reviews what connections are needed, whether they are technically feasible using available APIs, what data flows between systems, what authentication is required, and what the limitations are.

Integration planning depends on API availability, vendor terms, data structures, authentication requirements, usage limits, costs, security requirements, and agreed project scope.

Common integration categories

CRM systemsHubSpot, Salesforce, Pipedrive, Zoho
Payment providersStripe, GoCardless, PayPal, Worldpay
Email platformsMailchimp, Klaviyo, SendGrid, Postmark
Analytics toolsGoogle Analytics, Mixpanel, Amplitude
Accounting systemsXero, QuickBooks, Sage
AuthenticationAuth0, Okta, Google OAuth, SSO
Communication toolsTwilio (SMS), Slack, Microsoft Teams
Internal systemsExisting databases, internal APIs

Third-party availability, terms, and costs are subject to each provider's rules and are not guaranteed.

Integration considerations

What integration planning reviews

API availability

Whether the target service exposes a suitable API and what its capabilities and limitations are.

Authentication requirements

OAuth, API keys, webhook signatures, JWT tokens, and other authentication methods required per integration.

Data structure mapping

How data fields in your platform map to the structure expected by the third-party service.

Rate limits and quotas

API usage limits, rate limiting policies, quota costs, and how they affect the design of the integration.

Error handling

What happens when an API call fails, times out, or returns unexpected data — and how the system handles it.

Data synchronisation

Whether data needs to sync in real time, near real time, or in scheduled batches — and what this means for the build.

Vendor terms and costs

Third-party API pricing, usage tiers, overage fees, and terms of service that affect project scope and budget.

Security considerations

Secure credential storage, data handling during transfer, and security requirements for each integration point.

Get started

Start an API or integration planning enquiry

Describe your platform, the services you need to connect, and what data needs to flow between them. Orbit Core will review your enquiry and confirm next steps.