Use Case · Internal Portals

Sync internal business data onto a WordPress-based portal

A company wants internal business data — case studies, product documentation, knowledge base articles — visible on WordPress, kept automatically in sync with the source of truth in a CRM or ERP system.

Solution Scenario — Illustrative Example, Recommended Tier: Pro or Business

Here’s how an internal portal could use Ingestics

The CRM or ERP system is configured as an API provider using Bearer or OAuth2 authentication. Rather than a fixed schedule, the source system calls the Ingestics inbound webhook endpoint whenever a record changes.

ConnectCRM or internal REST API configured as a provider with Bearer or OAuth2 authentication.
TriggerInbound webhook endpoint (Pro+) lets the source system request an update when a record changes.
SeparateCustom post types keep CRM-sourced content apart from editorial content.
Link backSource-tracking post meta lets your theme link back to the canonical CRM record.

What this needs

The capabilities that make it work

Inbound webhook trigger (Pro+)

Trigger a fetch from an external event instead of waiting for the next scheduled run.

Bearer & OAuth2 authentication

Bearer on every plan; OAuth2 client credentials on Lite; OAuth2 authorization-code with auto-refresh on Pro.

Custom post types (Lite+)

Keep CRM-sourced content in its own post type, separate from editorial content.

Outbound webhook bridge (Business)

Emit fetch-run and publish events that can trigger downstream workflow events back in the source system.

See it from a role perspective

This scenario applies directly to developers building the integration and agencies operating it for a client.