Unlocking Cross-System Insights with Agentic Workflows

In today's fragmented digital landscape, your most valuable business data is often scattered across a dozen different SaaS platforms. Customer data lives in Salesforce, payment history is in Stripe, financial records are in NetSuite, and support tickets are in Zendesk. Getting a simple answer to a complex question like, "What is the true health of this customer account?" requires a frustrating, manual scavenger hunt across multiple systems.

Simple data fetching and basic API calls aren't enough. They give you isolated pieces of a much larger puzzle. To get the full picture, you need to go beyond simple automation. You need to build intelligent, agentic workflows that can automatically pull, analyze, and combine data from your entire tech stack into a single, actionable report.

This is where a developer-first platform like Integrations.do transforms the game. It allows you to build these powerful agents as code, directly within your applications.

The Challenge: From Data Silos to Actionable Intelligence

Every developer who has built a business application knows the pain of point-to-point integrations. You want to display a customer's subscription status from Stripe inside your CRM. This requires:

1. Handling OAuth 2.0 or API key authentication for Stripe.
2. Writing code to hit the correct Stripe API endpoint.
3. Parsing the response.
4. Handling token refreshes, rate limits, and API version changes.
5. Repeating this entire process for every other system you need to connect.

Now, imagine you want to create a "Customer Health Score." This requires not just data from Stripe, but also recent support ticket volume from Zendesk, open opportunities from Salesforce, and outstanding invoices from your ERP. The complexity multiplies exponentially. You're no longer just fetching data; you're trying to orchestrate a complex ballet of API calls, data transformation, and conditional logic. This is where traditional iPaaS tools fall short for developers and where agentic workflows shine.

What is an Agentic Workflow?

Think beyond the simple "if this, then that" of no-code tools. An agentic workflow is an autonomous piece of code you deploy to accomplish a complex goal. You don't just tell it what to do; you give it the intelligence to figure out how to do it.

In the context of Integrations.do, an agentic workflow is a script that leverages our universal API to:

• Query multiple systems in a specific sequence or in parallel.
• Use the output of one call as the input for the next.
• Apply conditional logic, loops, and error handling.
• Synthesize data from different sources into a unified, intelligent result.
• Execute actions based on its findings.

You define this logic once as Business-as-Code, and it becomes a reliable, callable service you can run from anywhere in your stack.

Use Case: Building a "360° Customer Health" Agent

Let's build a workflow that automatically generates a unified health report for a given customer. Our agent's mission: pull data from our CRM (Salesforce) and Payment Gateway (Stripe) to assess risk and opportunity.

Step 1: Connect Your Systems in Integrations.do

First, you connect your Salesforce and Stripe accounts once through the secure Integrations.do vault. You handle the OAuth flow and provide API keys in a secure environment. From this point on, our platform manages the entire authentication lifecycle—token generation, storage, and refresh—for you. Your application code stays clean and secret-free.

Step 2: Write the Agentic Workflow as Code

Now, you can write a simple function that acts as your intelligent agent. Using the Integrations.do SDK, the code is clean, readable, and abstracts away all the underlying API complexity.

import { integrations } from '@do/sdk';

// This is our agentic workflow, defined as a reusable function.
// It can be triggered on-demand from any part of our application.
async function getCustomerHealthReport(email: string) {

  console.log(`Agent dispatched for customer: ${email}`);

  // 1. Fetch the core customer record from the CRM.
  const salesforceContact = await integrations.salesforce.run('getCustomerByEmail', {
    email: email
  });

  if (!salesforceContact) {
    return { status: 'Error', message: 'Customer not found in Salesforce.' };
  }

  // 2. In parallel, fetch financial and support data using the customer ID.
  const [subscription, openOpportunities] = await Promise.all([
    integrations.stripe.run('getActiveSubscriptionByCustomerId', { 
      customerId: salesforceContact.stripe_customer_id 
    }),
    integrations.salesforce.run('getOpenOpportunitiesByAccountId', { 
      accountId: salesforceContact.accountId 
    })
  ]);

  // 3. Analyze and synthesize the data into a unified report.
  let healthScore = 100;
  const insights = [];

  if (subscription?.status === 'past_due') {
    healthScore -= 50;
    insights.push('CRITICAL: Subscription is past due.');
  }

  if (openOpportunities.length > 0) {
    healthScore += 20;
    insights.push(`OPPORTUNITY: ${openOpportunities.length} open deal(s) in pipeline.`);
  }

  // 4. Return the final, synthesized object.
  return {
    customerId: salesforceContact.id,
    name: salesforceContact.name,
    health: {
      score: healthScore,
      status: healthScore > 80 ? 'Healthy' : 'At Risk',
      insights: insights
    },
    rawData: {
      salesforceContact,
      subscription,
      openOpportunities
    }
  };
}

// Execute the workflow for a specific customer.
const report = await getCustomerHealthReport('jane.doe@acme.com');
console.log(report);

In this example, the workflow doesn't just return a jumble of API responses. It acts as an agent that understands the relationships between systems, applies business logic (calculating a healthScore), and synthesizes the results into a single, coherent object.

Why This is a Game-Changer for Developers

This approach, powered by the universal API of Integrations.do, is fundamentally different from both manual coding and no-code tools.

• Radical Simplicity: You write against one consistent interface: integrations.service.run('action', params). The complexity of REST vs. GraphQL, pagination, and disparate authentication schemes is gone.
• Programmatic Power: You aren't limited by a UI. You have the full expressive power of TypeScript or your preferred language to build sophisticated logic that no-code platforms can't handle.
• Maintainable & Scalable: Your integration logic is Business-as-Code. It lives in your Git repository. It can be version-controlled, code-reviewed, and tested just like the rest of your application, ensuring it's robust and maintainable.
• On-Demand Execution: Unlike event-based automations that run on a trigger, you can call these workflows programmatically and on-demand, embedding them directly into your application's user experience.

Unify Your Stack, Unleash Your Code

Moving beyond simple data fetching to building intelligent, cross-system agents is the next frontier in software development. It's how you deliver truly powerful Services-as-Software that provide deep, actionable insights. By abstracting away the complexity of system connectivity, a platform built for developers can unlock a new level of workflow automation.

Ready to stop wrestling with APIs and start building intelligent agents?

Explore Integrations.do and see the API for APIs in action.