Define the source of truth
Every workflow needs one system that owns customers, jobs, appointments, or tickets.
- CRM for lead and customer records
- Calendar for booking windows and ownership
- Ticketing system for support or maintenance issues
Preparing the Havio workflow view
Developer docs
Plan the technical contract before the first live call: events, fields, retry behavior, destination systems, and review ownership.
Technical example
workflow: appointment_booking
source_of_truth: hubspot
calendar: google_calendar
fallback: human_transfer
required_fields:
- caller_name
- phone_number
- intent
- preferred_time
- urgency
review_owner: operationsBest buyer
Ops or technical owner preparing a first integration
Primary risk
Unclear field ownership or destination permissions
Havio advantage
Workflow-first contract instead of raw voice events
Every workflow needs one system that owns customers, jobs, appointments, or tickets.
Havio only reads the data needed to answer, qualify, book, route, and summarize the call.
Treat Havio integrations as scoped production connections rather than broad workspace access.
A technical integration is incomplete unless someone reviews failed writes and unresolved outcomes.
Related developer paths
Technical pages work best when they point back to the operational buyer questions: source of truth, fallback, billing, security, and review.