A list of integration logos tells an agency which tools are in the conversation. It does not explain what happens when a booking changes, a file is replaced or an accounting handoff fails. Start integration planning with one workflow and the decision each system owns. Then define the information, timing and exception handling needed to keep that workflow coherent. This makes a demonstration more useful and an implementation easier to evaluate.
Describe one end-to-end scenario
Choose a representative event, such as an interpreting appointment that needs remote meeting details and later moves to financial follow-up. Write the trigger, the information needed, the receiving system and the person responsible for exceptions. Decide whether a connection creates a record, updates one, retrieves information or prepares an export for review.
For a fictional example, an agency changes an appointment after the customer has received a remote meeting invitation. The relevant question is not simply whether the two tools connect. Ask which system holds the authoritative time, who updates the meeting details and how the agency knows that the change reached the intended destination.
Assign ownership to each important field
Map the booking reference, customer identifier, date and time zone, service status, meeting reference and relevant financial identifiers. For each field, name the system that owns its meaning. Two tools can both display a customer name while using different internal identifiers; a name match alone is a fragile way to decide that records belong together.
Specify the direction of each exchange. A one-way handoff and a two-way synchronization have different responsibilities when someone edits the same information in both places. Agree how conflicting updates, deletions and duplicates are handled before describing a connection as automatic.
| Connection | Questions to settle |
|---|---|
| Video meetings | Who creates the meeting and updates changed appointments? |
| File storage | Which file reference and access rules travel with the work? |
| Accounting | Which approved records move, and who reviews exceptions? |
| Custom API | What event, data contract and response define a successful exchange? |
Ask for a clear API contract where custom work is needed
For a custom connection, document the requested operation, input fields, identifiers, expected response and access requirements. Ask how the integration will recognize an unsuccessful or repeated request. Agree the point at which a person should investigate, rather than letting a failed exchange disappear behind a successful screen in another system.
The OpenAPI specification provides a standard way to describe HTTP API operations, including inputs, responses and security requirements. It is a useful planning reference when discussing an API contract. Its existence does not mean MigiHub publishes a particular OpenAPI document, endpoint, authentication method or webhook; confirm those implementation details directly with the team.
Further reading: OpenAPI Initiative: describing HTTP API capabilities
Test changes and failures, not only the first successful handoff
Include a changed booking, a missing customer reference, an unavailable destination and the same event arriving twice. Check whether the record can be found again using a stable reference. Identify who sees the exception, which system should be corrected and whether retrying could create another record. These are acceptance scenarios to agree, not assumptions about every connector.
Use representative test data and give the people supporting the connection a short recovery guide. Keep access appropriate to the work being exchanged and avoid copying unrelated customer information merely because it is available. After a pilot, compare unresolved exceptions and duplicate corrections with the manual process you intended to improve.
Review MigiHub connections in the context of your own process
MigiHub’s integration directory includes tools such as Microsoft Teams, Google Meet, Zoom, Webex, OneDrive, Google Drive and QuickBooks. Custom integrations via API are also available to discuss. The supported exchanges, direction, configuration and any third-party requirements should be confirmed for your intended workflow.
Bring a simple data map and one difficult change scenario to a demonstration. Ask the team to distinguish an existing connection from custom implementation work and identify the records involved at each step. A useful integration plan explains how the agency will operate the connection after launch, including the day something needs a person’s attention.
Frequently asked questions
Does an integration logo mean every feature is synchronized?
No. Confirm the actual records, direction, timing, supported actions and exception handling for the connection and your implementation.
When should an agency consider a custom API integration?
When a defined workflow needs an exchange that is not covered by an available connection. Start with the business trigger, required data, ownership and acceptance scenarios before scoping custom work.
Bring your integration scenario
Tell us which systems should exchange information, what should trigger it and which changes your team needs to handle.
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MigiHub Editorial Team
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