πŸ“ˆ Advanced universal

πŸ”Œ System Integrations Made Simple

Connect Kaptio with external systems through REST APIs, webhooks, and middleware to create a unified technology ecosystem with real-time data flow.

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6
Steps
✨
4
Features
⏱️
4-8 weeks
Duration

πŸ”— Prerequisites

✨

Features

What you get with this outcome

Connected Systems, Unified Data

Kaptio doesn't operate in isolation. From CRM synchronization to accounting exports to channel distribution, your technology ecosystem requires seamless integration. Kaptio's API-first architecture provides REST endpoints for all major objects, webhook subscriptions for real-time events, and Salesforce's native integration capabilities. Whether connecting to NetSuite for finance, Oracle for CRM, or custom middleware, the integration framework supports your architecture.

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REST APIs

REST APIs

Full API access to Kaptio data and functions. Query packages, create bookings, update passengers, process paymentsβ€”all programmatically. OAuth 2.0 authentication, JSON payloads, comprehensive documentation.

  • βœ“Complete object coverage
  • βœ“Real-time data access
  • βœ“OAuth 2.0 security
  • βœ“JSON request/response
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Webhooks

Webhooks

Subscribe to events and receive real-time notifications. Booking created, payment received, itinerary updatedβ€”push notifications to your systems instantly. Configurable payloads, retry logic, delivery tracking.

  • βœ“Real-time event notifications
  • βœ“Configurable subscriptions
  • βœ“Retry on failure
  • βœ“Delivery confirmation
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Salesforce Platform

Salesforce Platform

Leverage Salesforce's native integration capabilities: Platform Events for messaging, Named Credentials for secure callouts, Flows for automation, and the AppExchange for pre-built connectors.

  • βœ“Platform Events messaging
  • βœ“Named Credentials security
  • βœ“Flow automation
  • βœ“AppExchange connectors
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Middleware Support

Middleware Support

Connect through middleware platforms like MuleSoft, Dell Boomi, or custom solutions. Transform data between systems, orchestrate complex workflows, and manage enterprise integration patterns.

  • βœ“Data transformation
  • βœ“Workflow orchestration
  • βœ“Error handling
  • βœ“Monitoring and logging
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User Journey

Step-by-step flow from start to finish

πŸ—ΊοΈUser Journey Flow

Follow the steps from start to finish

ACTORS:
πŸ‘€
IT Director
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System Admin
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Development Team
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Implementation Plan

How to implement this outcome

πŸ“… Project Overview

4-8 weeks high complexity
1

Setup

Week 1-2
  • β€’ Configure Connected App
  • β€’ Set up Named Credentials
2

Development

Week 3-6
  • β€’ Build integration logic
  • β€’ Configure webhooks
πŸ“š

Resources

Configs, tools, and documentation to help you

Integration Patterns

Common Integration Scenarios

System TypeDirectionMethod
CRM (Oracle, Dynamics)BidirectionalAPI + Webhooks
Accounting (NetSuite)OutboundScheduled export
Channel ManagerBidirectionalAPI
Payment GatewayBidirectionalAPI + Callbacks
Email ServiceOutboundWebhooks

API Documentation

Full API documentation available at:

Authentication

OAuth 2.0 Flow

  1. Create Connected App in Salesforce
  2. Configure callback URL
  3. Request access token
  4. Include token in API headers

Named Credentials

Store external system credentials securely:

  • No hardcoded passwords
  • Automatic token refresh
  • Audit trail

Best Practices

  • Use middleware for complex transformations
  • Implement retry logic for transient failures
  • Monitor API usage against rate limits
  • Version your integrations for backward compatibility
  • Document all data mappings and transformations
⚠️

Common Pitfalls

Avoid these implementation mistakes

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Don't hardcode credentialsβ€”use Named Credentials for secure storage

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Plan for API rate limitsβ€”bulk operations need batching strategies

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Handle errors gracefullyβ€”network failures need retry logic

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Monitor integration healthβ€”silent failures cause data drift

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Version your integrationsβ€”API changes need managed updates

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Document data mappingsβ€”complex transformations need clear documentation