// Legacy systems
Connect your legacy business systems
An example of connecting a website, CRM, spreadsheets, BAS / 1C, the bank and logistics so that people stop acting as the link between them.
Automation Example. Example workflow, not a customer case study.
The situation
A company takes orders through its website and email, tracks customers in a CRM, keeps prices in Excel, runs accounting in BAS or a legacy 1C installation, receives payments through the bank and ships with a logistics provider. None of these systems talk to each other, so employees carry every order from one to the next.
Before automation
- SystemCustomer places an order on the website or by email
- PersonSales manager reads it and creates the deal in the CRM
- PersonManager copies the order into Excel to check price and stock
- PersonAccountant re-enters the order in BAS / 1C and issues the invoice
- PersonAccountant checks the bank for the payment and tells sales
- PersonManager creates the shipment and updates the status by hand
Where the work breaks
- The same order is typed into three or four systems.
- Statuses are updated by hand, so the CRM is usually behind.
- Payment confirmation waits until someone checks the bank.
- Documents are created separately from the order they belong to.
- One department learns about a change only when another one writes to it.
What Agentoriq automates
Illustrative sequenceStatic view
- TriggerAn order or request arrives from the website or email
- AutomatedThe customer is identified and matched to an existing record
- SystemThe CRM deal is created or updated
- SystemThe order is created or updated in BAS / 1C
- AutomatedThe invoice is generated and sent
- AutomatedIncoming payments are monitored and matched to the invoice
- Requires approvalDiscounts, credit exceptions and large payments wait for a manager
- SystemThe logistics request is created
- AutomatedStatuses are synchronized across the systems
- ResultPeople are alerted only when something needs a decision
Systems connected
Each system is connected through its available API, webhooks, database access or a custom connector. The approach is confirmed during the audit.
- Website
- CRM
- Excel / Google Sheets
- BAS / 1C
- Bank
- Documents
- Logistics provider
Human control
- AutomatedRoutine orders with standard prices and stock in place
- Requires approvalUnusual discounts and credit exceptions
- Requires approvalLarge payments
- Human decisionStock shortages and substitutions
- Human decisionCommercial negotiation with the customer
After automation
- TriggerAn order arrives
- AutomatedThe workflow updates the CRM, BAS / 1C, documents and logistics
- Requires approvalA manager approves the exceptions
- ResultThe customer and the team see the same status
Expected outcomes
- Fewer manual handoffs between departments.
- Consistent information across systems.
- Faster order processing.
- Fewer missed status updates.
- Better visibility of where each order stands.
Show us the workflow your team still handles manually.