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Integrations & Automation

Calls and messages should create useful work, not more data entry.

When a business system provides usable API documentation and authorized access, Heritage can evaluate, build, and maintain an integration. Published status should describe how the integration is actually delivered.

Phase 1 content frameworkThis page is non-indexed until its facts, destinations, and full specification content are approved.
01

Start with an event

A missed call, message, call outcome, or recording event can begin a clearly scoped workflow.

02

Create useful action

Log an activity, open a task, notify a team, or update an authorized business record.

03

Respect access boundaries

Credentials, permissions, API limits, error handling, and ownership are part of the implementation.

04

Price the maintained service

Standard supported integrations use a recurring service model; exact pricing requires approval.

Next step

Start with the current environment and the result you need.

Check an Integration