Exchange data
Pass customer information, documents and statuses between your systems. With clear agreements on which system is the source.
02 / FROM SEPARATE TOOLS TO ONE PROCESS
Connect your systems.
Keep work flowing.
Let information move with your business. We connect your software and automate the steps you keep doing by hand.
Discuss your ideaWHAT IT COULD LOOK LIKE
From approval to action.
An example of a connected workflow.
PROCEDAEXAMPLE WORKSPACE
01 / An approval in your CRM
CRMQuote acceptedTrigger event
Customer informationCompany and contact personSource data
AssignmentAgreements and scopeReady for processing
02 / Checked before passing on
ReviewRequired fields complete?Validate data
ProjectExisting case file found?Prevent duplicates
WorkspacePrepare tasks and ownerPrepare action
03 / Someone takes over
AlertBilling address missingAction needed
OwnerAdministration receives an alertHuman follow-up
Next stepReprocess after completionResume process
WHAT IT BRINGS YOUR TEAM
Enter it once.
Move on in the right place.
A quote gets approved. Then the copying starts: customer details, project name, billing information, a message to your colleague. We identify which steps can be connected and where a deliberate review is still needed.
Start next steps
An approval, new enquiry or status change can automatically prepare tasks, case files or notifications.
Make errors visible
A failed process triggers a clear alert. We design how recovery, retries and manual follow-up work.
Prevent duplicates
Checks against existing records and previously processed actions help prevent the same request from being executed twice.
A PRACTICAL EXAMPLE
From an approved quote to a project ready to start.
A business services company uses separate systems for sales, delivery and administration. An agreed approval connects the work across these departments.
- 01
Record approval
The CRM records that the customer has accepted the quote.
- 02
Check data
The automation checks required information and whether the project already exists.
- 03
Prepare project
A case file and the first tasks are created in the workspace.
- 04
Update administration
The required information goes to accounting. A colleague is notified if something is wrong.
Example process — we define the exact steps and integrations together.
START SMALL. GROW WITH PURPOSE.
Understand first.
Then build.
We start with one concrete workflow. Together, we map the users, existing systems and the change you want to make.
Then we define the first version: what will we build, what will we connect and how will we test that it works? You get a clear view of the scope, schedule and costs before we start. We also agree on maintenance and further development together.
Tell us about your processGOOD TO KNOW
Your questions.
Which systems can you connect?
That depends on what your software supports, such as an API, webhooks or an export. We check feasibility in advance, including any access or licence requirements.
Does all information move back and forth instantly?
For each process, we determine which data is needed, where it goes and how often it is updated. Sometimes real-time processing fits; sometimes a scheduled sync is better.
What happens if an integration fails?
We agree on how errors are recorded, who receives alerts and when an action can be retried. This keeps outstanding work visible.
FROM AN IDEA TO A FIRST CONVERSATION
Your next build
starts here.
An initial idea is enough. Tell us what you want to improve, and we’ll discuss what we can build together.
Understand your process first. Then find the right solution.
Prefer to email us?
info@proceda.nl
Your enquiry has been sent.
We’ll contact you at .
Then we’ll discuss your idea and a suitable first step.
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