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
Trigger : XXX in plateform1
Action : XXX in plateform2
Data : Exchanged fields are XXX from plateform1 to plateform2
...
Trigger : XXX in plateform2
Action : XXX in plateform1
Data : Exchanged fields are XXX from plateform2 to plateform1
Example:
Trigger : "Deal status" field changes from "prospect" to "customer" in my CRM
Action : Create a contract in Tomorro in Tomorro
Data : The information exchanged are the counterparty's name, address and SIRET number from my CRM to Tomorro.
...
Trigger : Contract signed in Tomorro
Action : Push back information in my CRM
Data : The information exchanged are the engaged amount, duration of the contract from Tomorro to my CRM.
🔗 Then technical talk
It's only after defining this target process that you can look into the technical feasibility on Tomorro's side: What is possible to do via our API?