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Connect / 05

Enquiry consolidation

Confluence

One enquiry arrives through a form, another through a business tool. We create a focused connection so essential information reaches one tracking workspace.

Digital serviceTwo entries, one tracking list
A project shaped around you.
THE STARTING POINT

Why this service?

The goal is not to connect everything. We choose two compatible sources and one destination, defining what should travel, what should be rejected and how a failure becomes visible.

IN PRACTICE

Find enquiries without retyping them.

Source ASource B
Field
checks
Shared list

Concept demonstration — not a customer result or a real assessment.

How the work takes shape

The flow uses up to five fields and one simple duplicate rule. Tests cover a complete enquiry, missing information and a repeated submission. Documentation shows where to check the flow.

Illustrative example: two forms feed one list with a source field; a repeated submission is flagged rather than blindly added.

What you receive

  • A map of two sources and one destination
  • One flow with up to five fields
  • One simple duplicate-detection rule
  • A checking and recovery procedure

What we prepare together

  1. 01The chosen sources and destination
  2. 02Authorised technical access
  3. 03Test data without sensitive information

Clear boundaries

One limited one-way flow. Paid connectors and subscriptions, guaranteed real-time synchronisation, lead enrichment and high-volume processing are excluded.

Useful questions

Is this two-way synchronisation?

No. The package covers transfer in one direction.

What if a connected tool changes?

Dependencies are documented; later adaptations must be agreed separately.

ALSO WORTH EXPLORING

Another piece of the project.