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Apex integrations

Connect the conversation to the system that completes the work

An integration is not a logo on a page. It is a defined exchange of customer data, actions and ownership—with authentication, failure behaviour and audit requirements agreed before go-live.

Integration surface

The systems around Apex

The exact products and connection methods are confirmed during discovery. We publish only integrations that have a tested path for the version, data and workflow in scope.

Apex integration hub

One conversation context

Customer identity, conversation, outcome and next action move through governed exchanges rather than manual copy-and-paste.

CustomerConversationOutcomeNext action
01

Read + write

CRM and customer records

Find the customer, attach the conversation, write back the outcome and create the agreed follow-up without making an agent copy information between screens.

02

Create + update

Service desk and case management

Create or update a case with the transcript, summary, disposition and ownership needed for the next team to continue the work.

03

Authorise

Identity and access

Map agent and supervisor roles to the organisation's identity model so access follows responsibility and can be removed through the normal joiner, mover and leaver process.

04

Route

Telephony and numbers

Assess existing numbers, carriers, trunks, routing and failover before choosing the safest porting or connection path for the contact-centre operation.

05

Report

Data and reporting

Move approved queue, conversation and outcome data into the governed reporting layer with definitions, ownership and retention recorded.

06

Automate

APIs and workflow automation

Use supported APIs, webhooks or controlled middleware to trigger approved actions. Authentication, error handling and replay behaviour are designed before production use.

Published connection paths

Named integrations buyers can evaluate

These are the public integration categories currently approved for Apex marketing. Availability still depends on the customer workflow, account, region, API access and version in scope.

01

WhatsApp Business Platform

Approved templates, messaging windows, conversation history and post-call follow-up.

02

Microsoft 365

Connect a mailbox and calendar so email and availability can be handled inside Apex.

03

Zoom

Create browser-joinable meeting links from booking and follow-up journeys.

04

Email delivery and SMTP

Send operational messages and approved follow-up through the agreed delivery path.

05

LDAP and Active Directory

Provision users and align access with the organisation's directory lifecycle.

06

Single sign-on

Apply the organisation's identity and authentication policy to Apex access.

07

Webhooks and REST API

Exchange approved records, events and actions with business workflows and systems.

Definition of done

A successful connection includes its failure path

Every integration design records the source of truth, permitted fields, authentication, retry behaviour, monitoring, support owner and what the agent sees when the connected system is unavailable.

  • 01 · Source of truth
  • 02 · Permitted fields
  • 03 · Authentication
  • 04 · Retry and replay
  • 05 · Monitoring owner
  • 06 · Agent fallback

Integration discovery

Bring the workflow and systems you need to connect

We will map the customer journey, required data, actions, ownership and failure behaviour before confirming the supported integration path.

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