What if we need advanced transformation logic for case data or SLA calculations?

Put It Forward includes a visual rules engine for conditional routing, data enrichment, and SLA-based escalation logic without writing code.

Pega Platform Integration

Stop losing 55+ hours monthly managing brittle point-to-point connections between Pega and your systems of record. Automatically sync Pega Platform with Salesforce, ServiceNow, SAP, and 500+ enterprise systems without custom Java or activity rules.

Eliminate custom connector development: Reduce Pega integration build time from 10 weeks to 4 days through pre-built connectors and no-code orchestration
Accelerate case resolution: Cut average case processing from 72 hours to under 8 hours by automating data flows between Pega, Salesforce, and ServiceNow
Unify BPM with CRM & ERP: Sync Pega case data, decisioning outputs, and workflow events with Salesforce, SAP S/4HANA, and Workday in real time
"2-day implementation" guarantee: Most clients go live in days, not months with pre-built Pega API templates and low-code orchestration
SOC 2 + ISO 27001 compliance: Enterprise-grade security with AES-256 encryption, role-based access, and full audit trails across all integrations

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Trusted by Fortune 500 leaders in financial services, technology, and global enterprise.

Industry-Specific Pega Platform Integration Use Cases

See how enterprises automate data flows between Pega Platform and their critical business systems

Pega Platform Financial Services Claims Integration Use Case

Financial Services: Claims & Onboarding Orchestration

58% faster customer onboarding by automating data flows between Pega CLM, Salesforce Financial Services Cloud, Guidewire, and DocuSign

Scenario: Global insurance carrier processing 40,000+ claims annually needs to connect Pega Claims Management case workflows with Salesforce Financial Services Cloud for agent engagement, Guidewire for policy data, DocuSign for signature capture, and Snowflake for fraud analytics.

Solution: Bi-directional Pega-to-Salesforce case and contact sync + Guidewire policy and coverage data feed into Pega case context + DocuSign envelope status writeback to Pega case lifecycle + automated push of resolved case data to Snowflake for fraud model training and regulatory reporting.

Pega Platform Healthcare Authorization Integration Use Case

Healthcare: Patient Service & Authorization Automation

63% reduction in prior authorization turnaround by orchestrating Pega workflows with Epic EHR, Salesforce Health Cloud, and claims adjudication systems

Scenario: Health plan managing 3M+ members needs to connect Pega Utilization Management with Epic EHR for clinical data, Salesforce Health Cloud for member engagement, claims adjudication engines, and provider portals for authorization status updates.

Solution: HL7 FHIR-based clinical data ingestion from Epic into Pega authorization cases + Salesforce Health Cloud member and care team sync + automated determination letter generation + real-time provider portal status updates + claims system pre-certification writeback with full HIPAA audit trails.

Pega Platform Telecom Service Integration Use Case

Telecommunications: Service Fulfillment & Issue Resolution

45% reduction in mean time to resolve by integrating Pega Customer Service with ServiceNow ITSM, Amdocs, and network management platforms

Scenario: Tier-1 telecom managing 20M+ subscribers needs to connect Pega Customer Service and Order Management with ServiceNow for IT incident escalation, Amdocs for billing and provisioning, and network management systems for real-time service health data.

Solution: Automated ServiceNow incident creation from Pega customer service cases + Amdocs billing and subscriber profile sync into Pega case context + network fault data feed for proactive outage case creation + automated SLA monitoring and escalation triggers + customer notification orchestration across SMS, email, and portal channels.

Pega Platform Triggers, Actions & Data Objects

Pega Platform no-code BPM integration and case management automation

Automate BPM & case management workflows with comprehensive Pega Platform event, API, and data page support

Trigger: Detect new or updated cases, assignments, and work objects in Pega Platform and push changes to Salesforce, ServiceNow, or SAP in near real time
Trigger: Fire workflows when Pega decisioning engines return next-best-action recommendations, SLA breaches occur, or case stages advance
Action: Create or update Pega cases, work items, and data pages from external system events with field-level transformation, validation, and routing rules
Action: Publish Pega case outcomes, decisioning results, and process KPIs to data warehouses, Power BI, or operational dashboards for analytics
Object: Sync Pega case types, data objects, reference data, and custom data pages with configurable full-load, delta, or event-driven patterns

Pega Platform Integration ROI Benefits

Quantified business outcomes from automated Pega Platform data orchestration

Reduce integration development time: Cut Pega integration projects from 10 weeks to 4 days with pre-built REST, SOAP, and connector framework templates
Accelerate case resolution: Compress average case lifecycle from 72 hours to under 8 hours by automating cross-system data enrichment and routing
Eliminate manual data reconciliation: Automate 80% of cross-system updates between Pega, CRM, and ERP, reducing data discrepancies by 42%
Improve customer experience scores: Increase NPS by 15+ points through faster resolution times and proactive case updates powered by real-time data sync
Lower total cost of ownership: Decrease Pega integration maintenance costs by 60% versus custom Java connectors through managed no-code orchestration

Pega Platform Integration Leader

David Hrynk

Director of Program Management

“Having our global teams all working from the same page is critical to our success. Put It Forward exceeded way beyond where others died.”

Uma Asthana

Director of Operations and Technology

“What you just did for our teams' productivity and how we work was magic - you guys are rock stars, I’m truly blown away”

Udo Waibel

CTO

“Put It Forward takes us where no others could - we struggled for years with an enterprise data story - this solved it across the board”

Sarika Saoji

Marketing Platform Technologist

“For me when our internal teams tried to replicate the Put It Forward technology that was when the pin dropped … these are really smart people”

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Why Teams Choose Integration Designer Over Code, RPA, and File Drops

The Only Option Built for Governed, Multi‑System Integrations

19 integration features that matter most when choosing between code, RPA, connectors, and file transfers.

Capability	Put It Forward	Code/Middleware	RPA	Vendor Connector	Bulk File Transfer
Architecture & Scale
No Code Solution	Yes, Native	No	Scripts	Limited	No
Bi-Directional Integrations	Yes, Full	Build	NA	Limited	NA
Data Transformations (with validation)	Yes, Native	Build	No	No/Fixed Mapping	Limited
Data Persistence / State Management	Yes, Native	No	No	No	N/A
API Gateway Compatible	Yes	Build/3rd Party	No	No	No
Service Integration	Yes, Native	Yes, Build	No	No	N/A
Secure On-Premise Integration	Yes, Native	Requires Special Config/No	No	No	No
Intelligence & Automation
Custom Business Rules	Yes, Full	Limited	Limited to scripts	No	No
Process Automation & Orchestration	Yes, Full	Limited	Scripts	Not focused	No
Process Mining	Yes, Embedded	No	No	No	No
AI Agents (Integrated)	Yes, Native	Limited, Build	Scripted	No	No
Governance & Operations
Integrated Data Governance	Yes, Native	No, 3rd Party	Not Focused	Not Focused	No
Error Capture and Correction	Yes, Full	Limited, Build	No, Scripted	No	Not Focused
Integration Reporting, Analytics and Alerts	Yes, Native	Limited	N/A	Limited	No
Audit Reporting and Analytics	Yes, Full	No, Limited	No	No	Limited
Full API Access and Support	Yes, Native	Yes, Build	No, Limited	No	N/A
Implementation support	Yes, Full	Self Funded/SoW	Self Funded/SoW	Self Funded/SoW	Self Directed
Partner API Roadmap Alignment	Yes, Supported	No	No	No/Lagging	NA

The intelligent decision automation playbook for revenue, operations and IT

IDC Put It Forward Next Generation Business Requirements

Take A Tour Of How The Integration Designer Works

Put It Forward - Integration Designer Demo Tour

You'll see in this scenario the Put It Forward Integration Designer connecting two best-of-breed systems together.

Work with standalone configuration-based connectors which can be included in the Process Designer
Set the integration interval from real-time to intraday
Create business rules and event triggers for seamless execution

Integration Designer Auto Data Mapper

Put It Forward's Composable Integration Auto Data Mapper is a powerful tool for streamlining and automating the data integration process.

AI algorithms automatically map fields between integrated systems and services
Reduce manual effort and time needed to be productive
Always stay ahead by taking advantage of the latest API changes

Conversational AI Agents

Discover how Put It Forward's AI-powered Integration Designer uses conversation to simplify complex business rule creation.

Convert complex business rules from natural conversation into functions
Go faster without having to learn how Put It Forward works at an expert level
Reduce the costs of IT and increase the quality of your data

2-Day Integration and Automation Enhancement, Not 2-Month Projects

Put It Forward Workday ServiceNow Integration Project Plan

Get your custom demo

We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.

Accelerate time-to-value and reduce risk with a proven integration plan.

Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.

Most clients see improved integration automation performance within 48 hours
Zero disruption guarantee - No downtime to existing systems, pipelines or data loads

Implementation timeframes depend on scope and complexity:

Hour 1-2: Configure connection source and destination
Hour 2-36: Business rule configuration and validation
Hour 36-48: Full deployment

Put It Forward Pega Platform Integration and Automation Resources

Guide to Agentic Workflows

This guidebook gives Integration Designer users a practical roadmap to implement AI agentic workflows, integrating intelligent automation and predictive analytics, to optimize business processes and decision-making.

Guide to Agentic AI Workflows

Process Automation vs. Orchestration

With increasing workloads across the organization, this discussion walks you through the right time to use process automation or an orchestration solution for integration.

Discover Automation vs. Orchestration

How to real time data integration for Databricks users

Real-Time Integration Best Practices

Integration Designer users will learn practical best practices to automate, scale, and secure real-time data integration and automation for instant, unified insights and agile business operations.

How To: Real Time Data Integration

What You Should Do Next

Get My Personalized IT Automation Demo:

Discover how leading IT teams are slashing manual work by 80% and accelerating digital transformation with Put It Forward. See real use cases, ROI, and outcomes tailored to your environment. No sales pitch, just actionable insights.

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Key IT Transformation and Leadership Assets

Revenue Operations IT Intelligent Automation Playbook

Revenue, Operations and IT Playbook

Discover practical strategies and real-world benefits of intelligent automation to streamline IT operations, integrate data, and drive business transformation.

Get My IT Automation Playbook

Buyer Guide For Intelligent Automation

Get expert guidance on evaluating, selecting, and deploying intelligent automation solutions to maximize IT transformation, efficiency, and business impact.

Get My Intelligent Automation Buyer Guide

How PIF's Architecture Works

Step through the architecture of Put It Forward; by the end of this video, you'll understand the platform, its components, and how it makes a difference in the enterprise.

Pega Platform Integration Frequently Asked Questions (FAQs)

How fast can we connect Pega Platform with Salesforce, ServiceNow, and SAP?

Put It Forward provides pre-built Pega Platform connectors using REST APIs, DX API, and standard integration protocols. Most organizations complete their first end-to-end integration in 2-5 days using our no-code configuration wizard, which handles authentication, field mapping, and scheduling without custom Java development or Pega activity rules.

Will this integration disrupt our live Pega application or require a system update?

No. Put It Forward connects to Pega Platform through supported REST and SOAP endpoints without modifying your Pega application rulebase, decision strategies, or case lifecycle configurations. Integrations deploy in a read-first validation mode, then move to bi-directional sync with throttling and error handling controls, so there is no downtime or disruption to live case processing.

How do you secure sensitive case, customer, and health data when integrating Pega?

Put It Forward is built with enterprise-grade security including SOC 2 Type II and ISO 27001 certification, AES-256 encryption in transit and at rest, and alignment with Pega access control groups and role-based security. The platform supports SSO, OAuth 2.0, client certificate authentication, and full audit trails to meet HIPAA, SOX, GDPR, and PCI-DSS requirements.

Can this handle our complex Pega landscape with multiple applications and custom data pages?

Yes. Put It Forward supports multi-application Pega deployments across production, staging, and development environments, including Pega Cloud and on-premise installations. The platform works with standard case types, custom data pages, decision strategies, and Pega Process Fabric endpoints, scaling to millions of case transactions with a 99.9% uptime SLA.

What if we need advanced transformation logic for case data, decisioning outputs, or SLA calculations?

Put It Forward includes a visual rules engine for conditional routing, data enrichment, SLA-based escalation logic, and cross-system field normalization without writing code. Teams can configure expression-based transformations, lookup enrichment from external sources, and reusable rule sets, while keeping all governance and monitoring centralized in one orchestration layer.

What support and onboarding resources are available for Pega Platform integration projects?

Every Pega Platform integration project includes a dedicated implementation specialist with BPM and case management expertise, plus solution design workshops to map data flows, case dependencies, and exception handling paths. Enterprise customers receive 24/7 support, proactive health monitoring, and access to a resource library with Pega integration patterns and best practices.

How quickly will we see measurable ROI from automating Pega Platform data workflows?

Most clients see measurable time savings within the first two weeks, typically reclaiming 25-35 hours previously spent on manual data entry, case reconciliation, and cross-system lookups. Within 60 days, organizations report 40-60% reductions in case processing times, improved data consistency, and measurable increases in customer satisfaction.