Plan before you build

Make the integration clear before implementation starts.

Map integrations and flows before you build them. Choose the systems, define the flows, and capture the applications and file types involved.

Start planning

No account or email is required to start.

A useful plan at every stage

01

Choose the integration

Start with the systems or partners you need to connect.

02

Outline each flow

Describe what moves, in which direction, and for what purpose.

03

Match the details

Add the applications and file types that fit each side of the flow.

Start with what you know

The plan does not need to be complete.

An incomplete plan is still useful. Use it to align on scope, uncover gaps, and guide the next conversation.

Keep the link

Return to the same plan.

Your plan has a durable link for returning and sharing. Anyone with this link can view, edit, or delete this layout. Share it only with people you trust.