My client's CRM integration broke right before their quarterly report was due. What a mess.

Happened Tuesday morning. They use a popular platform, and the API connection to their accounting software just stopped pulling invoice data. Their finance team was panicking. I had to scramble to get their vendor on a three-way call. Took about four hours to figure out it was a credential expiration on their end that nobody got the alert for. We got a manual export going, but it was a close one. How often do you guys check the 'set it and forget it' automations for clients? Is that a monthly review thing now?

3 comments

3 Comments

karencampbell5d agoTop Commenter

Yeah @shane_hayes, it's like every subscription quietly failing at once.

davidkim4d ago

Ever feel like you're just a professional password reminder? I should probably check my own automations more than once a year.

shane_hayes5d ago

Man, that's brutal. So do you bill them for those four hours of emergency work?