Customer communications
- SendGrid
- Email events
- Status notifications
Requests and status out
Integrations and security
Connect the stack. Define the trust boundary.
Map the platforms that communicate with customers, move equipment, manage money, and control access, then review the identity, data, recovery, and operating controls around those connections.
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One connected review
- SendGrid, UPS, FedEx, and finance flows
- Company-domain SSO and access ownership
- Data boundaries, recovery, and audit evidence
System map
Four connection zones surround the service record.
These are examples to bring into scope review, not a blanket promise that every product, account, version, or data flow is already supported.
Confirm current capability during evaluation
EZ
EzBizPortal
Customer + equipment + service job
Carrier operations
- UPS
- FedEx
- Labels and tracking
Shipment events both ways
Finance and ERP
- NetSuite
- QuickBooks
- Invoice and customer data
Ownership defined in scope
Commerce and identity
- Customer portal
- Company-domain SSO
- Identity provider
Access and intake in
01Trigger
Quote approved
02Payload
Customer, job, amount, PO
03Destination
Finance system
04Recovery
Owner sees and retries failures
Current connection families
Start discovery with the systems EzBizPortal already names.
These production-sourced connection families are more useful than a generic logo cloud, but the exact account, version, data direction, and automation still belong in scope.
UPS and FedEx
Use carrier accounts, create labels, retain tracking context, and coordinate inbound or outbound shipment events with the operating record.
SendGrid email
Send customer communications through an EzBizPortal or customer-owned SendGrid account and keep notification activity in scope.
Company-domain SSO
Connect SSO for verified company domains and review employee access, provisioning, and account synchronization with your organization's identity provider.
Finance systems
QuickBooks and NetSuite are named in the current product story; confirm the exact connector, version, direction, and supported records for your deployment.
Security at every connection
Treat the integration map as part of the security model.
Each connection changes who can access data, which system owns it, where it moves, and how failures are detected. Review these four control lanes against the exact deployment and contract.
01
ACCESS
Identity and access
- Company-domain SSO
- Roles and authorization
- Provisioning ownership
Evidence to reviewAccess model and responsibility map
02
DATA
Data boundaries
- Customer data isolation
- Data locations and classes
- Retention and encryption
Evidence to reviewDeployment data-flow documentation
03
RECOVER
Resilience
- Point-in-time restore
- Redundant backups
- Recovery objectives and tests
Evidence to reviewCurrent recovery documentation
04
OPERATE
Secure operations
- Action logs and release visibility
- Vulnerability and incident handling
- Monitoring and change ownership
Evidence to reviewCurrent control evidence and process scope
Scope every connection
A logo is not an integration specification.
Use these four decisions to turn a platform name into an implementation-ready connection.
System owner
Decide which platform owns customer, equipment, inventory, service, and financial data.
Data contract
Define the exact records, fields, transformations, and validation rules that move.
Timing and recovery
Agree when data moves and how failures are detected, retried, corrected, and communicated.
Current status
Confirm whether each connection is native, configurable, custom, planned, or unsupported.
Status language
Leave discovery with an explicit answer for every connection.
Record the exact system, version, direction, frequency, owner, and one of these four statuses. Product logos alone are not evidence.
Available
A current, repeatable connection can be demonstrated for the agreed system and flow.
Configurable
Supported setup work is required, but no new connector is expected.
Scoped build
Design, ownership, effort, testing, and support must be included in the proposal.
Unsupported
The required flow is not offered; define an alternative before committing.
A useful working session
Bring your system map and security requirements to the demo.
We will identify the connections that matter, define the trust boundaries, and separate current capability from configuration and implementation work.