Need
You want to exchange data between Tomorro and a third-party software package, but you don't know where to start?
This quick memo is for you
🔦 Définition of requirements
⚙️ Définition of operationnal requirements
Before configuring an automation, it's essential to clearly define your need. To do this, focus on the end goal: What is the purpose of my automation?
Also, make sure that the trigger from your third-party tool :
✅ Is unique (avoids ambiguity)
✅ Is identifiable (easy to locate in your system)
✅ Does not generate special cases (limits complex exceptions)
📝 Recommended wording
I want action in platform1...
... as long as trigger in platform2
Information exchanged is list from platform2 to platform1
Example:
I want to create a contract in Tomorro... ... as soon as the "deal status" field changes from "prospect" to "customer" in my CRM
The information exchanged is the contracting party's name, address and SIRET number from CRM to Tomorro.
If you're at a loss and can't clearly define your needs, here's a decision tree to guide you towards more complete documentation.
⽊ Decision tree
What kind of data exchange are you planning?