9. Internal Business Integration (CRM / ERP Sync)
A company wants to surface internal business data — customer case studies, product documentation, internal knowledge base articles — on their WordPress site, kept automatically in sync with the source of truth in their CRM or ERP system.
How Ingestics handles it: The CRM or ERP system is configured as an API provider using Bearer or OAuth2 Auth Code authentication (with PKCE support for compatible providers). Rather than running on a fixed schedule, the company configures their CRM to call the Ingestics inbound webhook endpoint every time a record is updated — allowing WordPress updates to be requested soon after a CRM change, subject to server execution and source response time.
Custom post types keep CRM-sourced content separate from editorial content. The post meta stamped by Ingestics (_aapi_source_url, _aapi_provider_name) enables the WordPress theme to link back to the canonical CRM record when the source URL is provided. The webhook bridge (Business) emits both fetch-run completion and post-publish events, which can trigger confirmation and downstream workflow events back in the CRM.