Can my app connect to the booking, CRM and invoicing systems I already use?

Can my app connect to the booking, CRM and invoicing systems I already use?

Kapta · 15/09/2026

Connecting the app to existing systems may be possible where suitable interfaces and permissions exist. Start by defining which system owns each item of data and what should happen when an operation changes or fails.

How can duplicate customer records be avoided?

Choose a customer reference and an account-matching rule. Do not identify people by name alone. Define how email changes, incomplete data and records needing manual reconciliation are handled.

Which journey should be designed first?

Choose a complete operation, such as booking, payment confirmation and document retrieval. Identify the events authorising each step. A response displayed on a phone should not be the sole evidence that the responsible system completed the operation.

What if an external service fails?

The app should show an understandable state and make recovery traceable. Define safe retries, diagnostic records and staff exceptions. Test interruptions midway through the workflow so a second attempt does not create another booking or charge.

How should I request an assessment from Kapta?

Share system names and versions, available documentation and anonymised examples. Kapta's integration catalogue helps identify relevant tools. The scope should confirm the operations and permissions your app needs.

Next step

Explore the Kapta solution and describe your project.