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Plan Your System

Integrations & Automation

Make the phone system work with the software your staff already uses.

Heritage can build and maintain an integration when the target system provides usable API documentation and customer-authorized access. The work begins by confirming that the required data and actions are actually available.

Check an Integration See the Evaluation Process

No implied compatibility: This page describes integration patterns and evaluation criteria. It does not claim that a named third-party system is currently live or supported.

Synthetic workflow · not customer data or a live integration
  1. 01
    Communication eventA call is missed in a defined workflow.
  2. 02
    Approved dataThe integration uses only mapped fields available through the target API.
  3. 03
    Business actionA task or notification is created for follow-up.

Actual behavior depends on the phone service, target API, permissions, and approved workflow.

Event to action

Start with the work that should happen next.

These are defensible workflow patterns, not a promise that every target system exposes the required event, field, or action.

Inbound call

Find the relevant record

Open or identify a customer record when the target API supports reliable search and the calling data is suitable for matching.

Completed call

Write activity

Add approved call details to a customer timeline when the destination exposes the required record and activity functions.

Missed or escalated call

Create follow-up work

Create a ticket, task, or team notification so an agreed workflow can continue outside the phone system.

Eligible output

Pass along a result

Send an approved outcome, recording link, transcript link, or follow-up trigger only when the related service is configured and the destination permits it.

Scheduling request

Offer and book an opening

Check a verified scheduling connection, offer eligible times by SMS, and record a confirmed selection under the configured appointment and fallback rules.

Review the scheduling agent

Classification before commitment

Every requested system needs an explicit status.

Heritage uses clear classifications so an evaluation is not mistaken for a production-ready integration. No named integrations are listed today.

View the integration directory
  • Live and supportedReserved for a verified, maintained production integration.
  • Configurable Heritage integrationA verified Heritage pattern that still requires customer-specific setup.
  • Custom integration available with API accessRequires usable documentation, authorized access, and scoped implementation.
  • Evaluation requiredCompatibility and scope have not yet been confirmed.
  • Not currently feasibleThe required access, data, action, or operating conditions are unavailable.

Evaluation process

Prove the path before building the workflow.

  1. 01

    Name the operational result

    Define the triggering event, intended action, people involved, and acceptable exception path.

  2. 02

    Review the target API

    Confirm documented authentication, required endpoints or events, stable identifiers, permissions, and relevant limits.

  3. 03

    Map only available data

    Identify the minimum fields needed and verify that both systems can read or write them as required.

  4. 04

    Define access and ownership

    Agree who authorizes access, administers credentials, owns third-party accounts, and approves changes.

  5. 05

    Build and test

    Validate expected events, duplicate handling, errors, and representative exceptions before operational use.

  6. 06

    Maintain the integration

    Establish how vendor changes, access failures, workflow changes, and support requests will be handled.

Commercial boundary

Separate Heritage service from third-party costs and custom data work.

Standard supported integrations do not carry a separate initial Heritage build fee; a recurring integration charge applies. Third-party API, licensing, professional-services, or marketplace fees remain separate.

Data migration, historical cleanup, and unusually large custom applications are separate from a standard operational integration. Heritage confirms scope before work begins; this page publishes no price or tier.

Common questions

Keep the promise tied to the API.

Can Heritage integrate with any business system?

Heritage can evaluate a system when usable API documentation and customer-authorized access are available. The required data and functions must exist, and API stability, rate limits, permissions, and vendor rules may constrain the result.

Is there a separate standard build fee?

Standard supported integrations do not carry a separate initial Heritage build fee. A recurring integration charge applies, and third-party fees remain separate. Custom applications, migration, and historical cleanup require separate scope.

Does this page list currently supported integrations?

No. It describes the evaluation and classification model. A named system should not be treated as live or supported until Heritage confirms its status, capabilities, requirements, limitations, and support relationship.

What should we bring to an evaluation?

Bring the business event, desired action, target-system name, API documentation, account-owner contact, and known vendor requirements. Do not submit credentials through the website form.