Business Automation & API Integration
Connect payments, CRM, scheduling and other business tools. Scope validation, duplicate handling, retries and manual recovery for each workflow.
Connect your tools around the work your team needs to finish
Rootscratch provides business automation and API integration for organizations across the Philippines and worldwide. We connect existing platforms, reduce repeated data entry and make handoffs easier to track.
A useful workflow has a clear trigger, input, decision and result. We map that process with your team, including the steps that still need a person to review or approve the work.
Workflows we can automate
CRM, sales funnels and follow-up
Capture an inquiry, check the required fields, create or update a CRM record, assign responsibility and schedule a follow-up. Define how repeat inquiries and incomplete records are handled. See our form-to-CRM guide.
Payment gateway integration
Connect checkout, payment notifications, refunds and reconciliation to the relevant order or booking. Provider eligibility, supported currencies and payment methods are confirmed for your account. A customer returning from checkout is not treated as proof of payment; the application verifies provider events before updating records.
Scheduling and appointment workflows
Connect availability, booking requests, confirmation, reminders and cancellation. Specify time zones, capacity and conflict handling so the same slot is not promised twice. Sensitive appointment details should only go to the appropriate recipient.
Campaign and marketing automation
Route approved contacts, segment records, trigger messages and synchronize campaign status with your sales process. Consent, opt-outs, duplicate contacts and provider limits are part of the agreed workflow.
Reporting and operational handoffs
Prepare recurring reports, synchronize inventory records, route approvals or alert a responsible person when a job fails. Sales analytics and forecasts need defined inputs and calculations; we agree what the figures mean before automating their delivery.
AI-assisted workflows and virtual assistants
An AI assistant can be scoped for tasks such as classifying requests, searching approved information or preparing drafts for review. We define the information it can access, evaluate representative examples and decide which actions require human approval. This service concerns software assistance; human staffing is a separate engagement.
Related integration work
Our Android SMS Gateway API connects an Android device to application-driven messaging workflows. The E-Wallet Payment Gateway Client demonstrates client-side transaction handoff to a payment workflow. The projects cover software integrations; the connected providers handle the underlying messaging or payment service.
Reliability when an integration fails
Events can arrive late, out of order or more than once. We plan duplicate handling, retries, logs and a manual recovery path. The person responsible should be able to identify a failed task and understand whether it is safe to run again.
Each integration has an agreed source of truth, data mapping and access boundary. Credentials are stored outside public code, and the provider account receives only the access needed for the workflow.
Working with the systems you already use
We review API documentation, account ownership, plan restrictions and the provider's supported operations before estimating. Where an API cannot provide the required behavior, we discuss a practical alternative rather than promising an unsupported connection.
Custom web applications can provide an approval or exception-review interface. Business systems can hold shared operational records, while e-commerce development covers the wider storefront and order journey.
Delivery and measurement
Start with an example of the task, how often it happens and how the team handles mistakes today. We agree a first workflow, test success and failure cases, then compare the result against the existing process. Time savings or error reductions are reported only when measured.
The estimate depends on connected systems, authentication, workflow branches, data cleanup, reporting and recovery requirements. Provider subscriptions and ongoing support are discussed separately.
Questions about automation
Can we keep a human approval step?
Yes. Approvals are often useful before sending messages, issuing refunds or making other consequential changes. The review point is designed into the workflow.
Does every workflow need AI?
No. Clear rules often handle predictable tasks. AI is considered when interpretation is useful and its results can be evaluated.
Can you maintain an existing integration?
Yes, after reviewing its implementation and access. See maintenance and system revamp.
Rootscratch works from Koronadal City with Philippine and international clients. Read which tasks to automate first or our payment integration checklist, then discuss your workflow.