Connect agents to your systems of record
Your ERP and CRM are the ledger your business runs on. We wire agents into them with scoped access, idempotent writes, approval gates, and an audit trail on every transaction — so automation is safe and observable, not a black box.
- Scoped, role-based write access
- Idempotent, retry-safe actions
- Approval gates on high-risk writes
- Full audit trail per transaction
What we connect, and how
Systems of record are unforgiving — a bad write costs real money. Each integration is built around guardrails first, throughput second.
CRM systems
Salesforce, HubSpot, and Dynamics: agents enrich leads, draft and update opportunities, log activity, and keep records clean — through the API, never screen-scraping.
ERP systems
NetSuite, SAP, Oracle, and Workday: quotes, orders, invoices, and inventory moves executed as validated transactions inside your finance controls.
Scoped action layer
Agents act through a permissioned gateway with least-privilege credentials. No raw database handles, no admin tokens, no surprises.
Transaction lineage
Every call records inputs, reasoning, the request, and the response — queryable, exportable, and tied back to the exact record it touched.
Grounded context
Agents read the right records before acting, with retrieval over your CRM notes, contracts, and ERP master data instead of guessing.
Legacy & middleware
OData, SOAP, flat-file feeds, and integration buses like MuleSoft or Boomi — we meet the system where it lives.
From sandbox to system of record
We earn write access the way a careful engineer would — in stages, with proof at each one.
Map
Catalog the objects, fields, validations, and governor limits. Decide what's read-only and what an agent may write.
Scope
Provision least-privilege credentials and a sandbox, then build the action layer and idempotency keys.
Gate
Wire approval thresholds, dry-run mode, and rollback for the writes that carry financial or contractual risk.
Observe
Ship to production with lineage, alerting, and reconciliation against the source of truth.
Idempotent writes, not hopeful ones
The hard part of agent integration isn't reading data — it's writing it without creating duplicate orders, double-charged invoices, or orphaned records. Every write we build carries an idempotency key, so a timeout-and-retry resolves to one transaction, not two.
Payloads are validated against your schema before they ever reach the system of record. High-risk actions run in dry-run first, then pause for human approval. And because each step is logged with full context, reconciliation is a query, not a forensic investigation.
- Idempotency keys on every write
- Schema validation before the API call
- Dry-run mode and one-click rollback
- Reconciliation against the source of truth
RPA bots vs. governed agents
Why clicking through the UI is the wrong way to touch a system of record.
| A screen-scraping RPA bot | An Automatic.co agent | |
|---|---|---|
| Access | Logs in as a human user | Scoped API credentials, least privilege |
| Reliability | Breaks when the UI changes | Versioned API contracts |
| Retries | Re-runs and duplicates records | Idempotent, retry-safe writes |
| Oversight | Opaque clicks, little logging | Per-transaction lineage & approvals |
| Scale | One bot per virtual desktop | Concurrency budgeted against API limits |
Related integration work
How ERP/CRM connectivity fits the broader stack.
Frequently asked questions
Will agents write directly to my production ERP?
Only through a governed action layer with scoped, role-based credentials — never with admin keys. Writes go through validated, idempotent calls (a quote, an order line, a status update), so a retry can't double-post and a malformed payload is rejected before it reaches NetSuite, SAP, or Salesforce.
Which systems do you integrate with?
Salesforce, HubSpot, and Dynamics on the CRM side; NetSuite, SAP, Oracle, Microsoft Dynamics 365, and Workday on the ERP side — plus the long tail via REST, SOAP, OData, and middleware like MuleSoft or Boomi. If it has an API or a database, we can reach it; if it doesn't, we build the adapter.
How do you avoid rate limits and API governor limits?
We treat the system of record as a constrained resource: batched writes, request queuing with backpressure, bulk APIs where they exist (Salesforce Bulk 2.0, SuiteQL), and a cache for read-heavy lookups. Agents respect concurrency budgets so they never starve your humans of API capacity.
What happens when an agent gets something wrong?
Every action is logged with full lineage — inputs, the model's reasoning, the exact API call, and the response. High-risk writes pause for human approval. When something slips, you can trace it to the row, replay it, or roll it back, because we record enough to reconstruct the decision.
Put an agent to work in your ERP or CRM
Bring one transaction you'd trust a careful agent to handle. We'll map the access, the guardrails, and the path to production.