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Workflow

Cross-tool sync

Two systems agree without anyone re-typing what one of them already knows.

By
Caleb and Ryan, the founders
Updated
September 2, 2026
Version
0.1, in the library
  • n8n
  • Zapier

A disciplined two-way sync between the pair of tools your team re-types between: field mapping declared in one file, a single source of truth per field, conflicts logged for a person instead of silently overwritten. The unglamorous system that quietly ends a category of errors.

Built, documented, running.

Part of the working library we deploy from on every engagement.

Bring this into a project

Runs on

  • n8n
  • Zapier

2 requirements, below.

  • Complete and documented: the same files we run ourselves.
  • Deployed and tuned to your stack as part of an engagement.

The file

Draft excerpt
# Field map client-name: CRM owns; project tool followsstatus: project tool owns; CRM followsconflict: both changed since last sync -> log, ask a personnever: delete propagates only with human confirmation

What is inside

3 items. Includes deployment guide.

  • flow.jsonThe watcher pair and the conflict gate
  • field-map.mdEach synced field and its owner
  • guide.mdRunning it read-only first, then live

Who it is for

  • The CRM and the project tool disagree about the same client.
  • Someone's job includes copying fields between systems.
  • Sync tools have burned you by overwriting the wrong side.

Requirements

  • The two tools, with API access
  • A decision about which side owns each field

Where this sits

  1. This system

    Cross-tool sync

    In the library, running.

  2. In your stack

    Deployed on an engagement

    The audit finds which system earns its place first; we install and tune it around how you work.

Changelog

  1. September 2, 2026In the library. Version 0.1 runs in our own operation.

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