Skip to main content
Back to Use cases

SaaS & System-to-System Integration

Integrate CRM, ERP, payment providers, and identity providers through the gateway and workflows—map, sync, and expose a unified API.

Practical use cases

Concrete ways teams use Zerq for this scenario.

  • One API that syncs customer data to your CRM

    Clients call your gateway; a workflow looks up or validates the request, then calls your CRM API (e.g. create or update contact) with mapped fields. Credentials for the CRM live in your secret store, not in code. You change mapping or add steps in the workflow when the CRM API changes.

  • Validate payments or enrich with identity before calling your backend

    Incoming request hits the gateway; workflow calls a payment provider or IdP, then passes the result (e.g. user ID, payment status) to your core backend. One request from the client, multiple systems coordinated behind the gateway with a full audit trail.

  • Aggregate data from several systems into one response

    A single client call triggers workflow steps that call CRM, billing, and support systems; the workflow merges or selects data and returns one JSON. Clients get a unified view; you add or remove systems by editing the workflow.

Outcomes

  • Single place to configure and run system-to-system and SaaS integrations.
  • Change mapping and routing in workflows instead of in scattered scripts or ETL jobs.
  • Unified security, audit, and observability across all integrated systems.

How Zerq helps

  • Workflow steps call any HTTP backend: CRM, ERP, payment, or IdP APIs; configure URL, method, headers, and body; use environment-referenced secrets for API keys and OAuth client secrets.
  • Chain steps and reference previous responses: e.g. get identity from IdP step, then call CRM with user context; merge or transform in a custom response node or optional code node.
  • Conditional routing: call different systems or endpoints based on request (e.g. region, product) or response (e.g. payment status); retry and fallback as in other workflow use cases.
  • Token and certificate validation at the gateway; per-partner or per-product workflows so different tenants hit different backend configs.
  • Structured logging and Prometheus metrics per workflow and step; trace multi-system calls for debugging and SLOs.
For architects & evaluators (technical context, requirements)

Technical context

Enterprises run multiple SaaS and on-prem systems (CRM, ERP, payment gateways, IdPs, data warehouses). Integrating them often requires point-to-point code, scheduled jobs, or separate integration platforms. A gateway with workflows can sit in the middle: accept API calls or webhooks, call the right system(s), map and transform data, and return or forward results. Use cases include: sync customer data to CRM, validate payments via a provider API, enrich requests with identity from an IdP, or aggregate data from several systems into one response—all configurable in workflows.

Technical requirements

  • Connect to multiple backends (REST, internal services); support different auth (API key, OAuth, mTLS).
  • Map and transform data between systems (e.g. CRM schema ↔ internal schema); handle different content types.
  • Orchestrate multi-system flows: call system A, use result in call to system B, return combined or transformed response.
  • Secure credentials per system; rotate and audit access.
  • Observability: which systems were called, success/failure, and latency per integration.

Request Enterprise Demo