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The SmartIntegration Platform

CRM Automation Engine | Real-Time Bidirectional Sync โ€” InterWeave
XSLT TRANSFORM SYNC REGISTRY ENGINE CORE
Integration Engine โ€” SmartIntegration Core

The engine
that never misses

a field, a record, or a transaction.

The InterWeave Integration Engine is the precision layer beneath every SmartFlow and SmartAgent โ€” transforming data, enforcing schema fidelity, logging every sync to IWSyncRegistry, and guaranteeing transactional integrity across your CRM, ERP, and payment stack.

XSLT/XML Native transformation engine
Java High-performance runtime core
3 Layers Entity Match ยท Field Map ยท Orchestration
100% Transaction audit in IWSyncRegistry
Reverse API Proxy model โ€” your data never exposed

Three CRM Automation Layers. Every
integration covered.

Every InterWeave integration is built on a verified three-layer methodology โ€” ensuring entity fidelity, field accuracy, and end-to-end orchestration integrity regardless of source or destination system.

L1
Entity Match

Authoritative record identification across systems โ€” matching customers, accounts, invoices, and products by canonical keys, preventing duplicates and orphaned records.

Foundation
L2
Field Mapping & Transform

XSLT-powered field-level transformation โ€” data type coercion, value lookup tables, conditional mapping, currency normalization, and date format conversion between any two system schemas.

Transformation
L3
Orchestration

End-to-end transaction sequencing โ€” managing create/update/delete ordering, retry logic on failure, compensating transactions on rollback, and IWSyncRegistry writes for full audit lineage.

Integrity

CRM Automation: From Any Schema
to any schema.

The engine maps every field with verified BOI schema names โ€” Salesforce objects to Sage Intacct entities, Creatio records to QuickBooks transactions โ€” with AI-assisted mapping closing the gap on ambiguous fields.

Salesforce ยท Opportunity
Namestring
Amountcurrency
CloseDatedate
AccountIdlookup
StageNamepicklist
Descriptiontext
OwnerIdlookup
Probabilitypct
Engine
โš™๏ธ
XSLT
Transform
AI Map
Sage Intacct ยท ARINVOICE
DESCRIPTIONmapped
TOTALDUEmapped
DUEDATEmapped
CUSTOMERIDmapped
STATEmapped
MEMOunmapped
CONTACT_NAMEmapped
โ€”n/a

Precision CRM Data Transforms,
every time.

The engine executes XSLT stylesheets at runtime โ€” converting source XML payloads into destination-ready documents with full support for conditional logic, lookups, aggregation, and nested object traversal.

Source Payload XML ยท Salesforce
<!-- Salesforce Opportunity payload --> <Opportunity> <Name>Acme Corp Q2 Renewal</Name> <Amount>48500.00</Amount> <CloseDate>2025-06-30</CloseDate> <AccountId>001Dn000003xKuY</AccountId> <StageName>Closed Won</StageName> <OwnerId>005Dn000007xPqR</OwnerId> </Opportunity>
Transformed Output XML ยท Sage Intacct
<!-- ARINVOICE โ€” ready for Sage Intacct --> <ARINVOICE> <DESCRIPTION> Acme Corp Q2 Renewal </DESCRIPTION> <TOTALDUE>48500.00</TOTALDUE> <DUEDATE>06/30/2025</DUEDATE> <CUSTOMERID>CU-10042</CUSTOMERID> <STATE>Posted</STATE> <CONTACT_NAME> Sarah Mitchell </CONTACT_NAME> </ARINVOICE>

CRM Automation Built for the
hardest integrations.

Mid-market ERP and CRM systems are notoriously inconsistent in data models, API contracts, and field semantics. The engine was designed for exactly this environment.

๐Ÿ”„
Bi-Directional Sync

Record ownership rules prevent write conflicts โ€” each field has a defined system of record. Changes propagate in the correct direction without looping or duplication.

๐Ÿงฌ
XSLT Transform Engine

Full XSLT 2.0 stylesheet execution at runtime โ€” supporting conditional branches, lookup tables, string normalization, date format conversion, and nested element traversal.

๐Ÿ”
Reverse API Proxy

Credentials and API keys never leave the Security Perimeter. All connector calls are proxied โ€” your data flows through InterWeave's controlled channel, not directly between systems.

โ™ป๏ธ
Retry & Compensating Tx

Transient failures trigger configurable retry sequences with exponential backoff. On persistent failure, compensating transactions roll back partial writes to maintain system consistency.

๐Ÿ”’
Field-Level Encryption

Sensitive fields โ€” SSNs, payment tokens, PII โ€” are encrypted in transit and masked in logs. RBAC controls which roles can view, decrypt, or modify protected fields.

๐Ÿ“š
IWSyncRegistry

Every transformation, every write, every retry is logged with a unique syncId, source and destination record IDs, timestamp, duration, and status โ€” queryable for SOX and SOC 2 compliance.

Every CRM Transaction
logged and queryable.

IWSyncRegistry is the canonical audit store for the entire platform โ€” a tamper-evident ledger of every integration event, transformation outcome, and escalation action.

Sync ID Flow / Agent Source Destination Status Duration Timestamp
IW-2025-88441 sf-intacct-sync SF ยท OPP-10042 Intacct ยท INV-10042 Completed 142 ms 2025-05-14 14:22:03
IW-2025-88440 AR-Agent-01 Intacct ยท INV-10039 Escalation ยท ESC-00091 Escalated 38 ms 2025-05-14 14:22:08
IW-2025-88438 payment-sync Stripe ยท pay_3Nx... SF ยท OPP-10038 Completed 89 ms 2025-05-14 14:21:55
IW-2025-88435 creatio-sage100 Creatio ยท ORD-8821 Sage 100 ยท SO-8821 Completed 211 ms 2025-05-14 14:21:41
IW-2025-88430 qbo-intacct-sync QBO ยท INV-4490 Intacct ยท APBILL-4490 Retry ยท 2/3 504 ms 2025-05-14 14:21:19
IW-2025-88427 onboard-flow SF ยท CON-7712 Intacct ยท CUSTOMER-7712 Completed 163 ms 2025-05-14 14:21:08

Receive. Transform. Automate.
Deliver. Log.

01
Source event received

A SmartFlow trigger fires โ€” or a SmartAgent initiates a read โ€” and the engine receives the source payload as raw XML from the originating connector.

02
L1 entity resolution

The engine resolves canonical record identifiers โ€” matching source keys to destination system IDs using IWSyncRegistry lookups and configured entity match rules.

03
L2 XSLT transformation

The XSLT stylesheet executes โ€” mapping fields, coercing types, applying conditional logic, and producing a validated destination payload ready for the target API.

04
L3 delivery and registry write

The destination API call is made through the Reverse API Proxy. On success, a complete IWSyncRegistry entry is written. On failure, retry logic and compensating transactions engage.

engine-event.xml Integration Engine
<!-- Inbound event โ€” Salesforce connector --> <IWEvent flowId="sf-intacct-sync" trigger="OpportunityClose" ts="2025-05-14T14:22:01Z"> <Source system="Salesforce" recordId="006Dn000..."> <!-- raw payload attached --> </Source> <EngineContext layer="L1-EntityMatch" status="pending" /> </IWEvent>

The engine beneath
every integration.

SmartIntegration is the data and transaction layer โ€” every SmartFlow and SmartAgent relies on it to move, transform, and persist records correctly.

๐Ÿค– AI SmartAgents Autonomous ReAct loop โ€” observe data, reason, act, escalate Intelligence
โœจ FlowCopilot AI-assisted flow and agent configuration via natural language AI Config
โš™๏ธ AI SmartFlows Event-driven orchestration, SmartRules, bi-directional sync Orchestration
๐Ÿ”— SmartIntegration ยท Integration Engine โ† You are here XSLT transforms, entity resolution, retry/compensating tx, IWSyncRegistry, Reverse API Proxy This Layer
๐Ÿงฉ Connector Ecosystem Salesforce, Sage Intacct, Sage 100, Creatio, Dynamics 365, QuickBooks + 48 payment processors Connectors
๐Ÿ›ก๏ธ Security Perimeter Reverse API proxy, RBAC, field-level encryption, full audit trail Security

Precision integration
out of the box.

See the Integration Engine map your Salesforce, Sage, or Creatio schema to your target system โ€” live โ€” in a 30-minute technical demo with our integration team.