TrueCore ServicesGlossary
Understand how connected business systems work.
Plain-language definitions
These definitions focus on how each term applies to practical business operations, system connections, and responsible automation.
125 terms shown
Automation of repeatable administrative processes that support finance and accounting teams, such as invoice routing, approvals, document collection, data synchronization, exception handling, and reporting preparation. It does not mean providing professional accounting, tax, audit, or financial-advisory services.
Also known as: Accounting Automation
The automated creation and management of user accounts, licenses, permissions, groups, and related system access by sending validated instructions through system APIs.
Also known as: API provisioning
Applications designed around a specific operational process when generic software does not adequately support the way the business works. They may support field operations, approvals, data entry, reporting, customer processes, or internal administration.
Also known as: custom application, field application
Data validation checks whether information is complete, correctly formatted, and acceptable before it is used. Synchronization keeps approved information aligned across systems so users are not relying on conflicting or outdated records.
Automated processes that generate, route, approve, send, sign, store, and track documents across source systems, repositories, and electronic-signature platforms.
The coordinated process of creating, changing, and removing employee accounts, licenses, permissions, groups, communications, documentation, and related system access throughout the employee lifecycle.
Also known as: Onboarding, Offboarding
An automated process that captures incoming leads, creates or updates CRM records, assigns responsibility, initiates communication, schedules next steps, and tracks whether follow-up occurred.
Reporting presents organized business information about activity and results, while business intelligence analyzes data for trends, exceptions, and decisions. Dashboards and reports may combine information from multiple sources.
Connected workflows that coordinate calendars, appointments, reminders, notifications, confirmations, messages, and follow-up activity across systems.
Software-driven voice experiences that can answer or place calls, collect information, qualify leads, schedule appointments, update business systems, summarize conversations, and route callers or work to the appropriate person or process.
An application programming interface is a defined way for software systems to request information or actions from one another.
Also known as: Application Programming Interface
The use of an application programming interface to exchange information or trigger approved actions between systems. The API is the interface; the integration is the implemented connection that uses it.
A systems-integration capability that uses application programming interfaces and event-driven webhooks to exchange information and trigger actions between applications.
A customer relationship management system organizes customer, prospect, sales, communication, and activity information in one operational platform.
Also known as: Customer Relationship Management
The controlled transfer of lead, customer, or interaction information into a customer relationship management platform so ownership, follow-up, and downstream activity can continue.
Connecting a customer relationship management platform with websites, email, scheduling, voice agents, documents, marketing systems, and operational workflows so customer and prospect information moves through a coordinated process.
Configured processes that update records, assign responsibility, create tasks, send notifications, trigger communication, or connect CRM activity to other systems.
Also known as: CRM Workflow
A reusable integration that allows an application or automation platform to communicate with a system that does not have a suitable built-in connector.
Also known as: Custom Connectors
Information about customers and prospects, including identity, contact details, communications, activity, preferences, transactions, and relationship history.
The rules, responsibilities, and controls used to keep business information accurate, secure, consistent, accessible, and appropriately managed.
Defining how fields, values, and data structures in one system correspond to the appropriate fields and values in another system.
The degree to which information is accurate, complete, consistent, timely, and suitable for its intended business use.
The controlled process of keeping related information consistent across two or more systems.
Also known as: data sync
Checking whether information is present, correctly formatted, within acceptable rules, and safe to use before a process continues.
A structured system for storing, organizing, retrieving, and managing information used by applications and business processes.
The controlled movement of database structure and records from one system or format to another, including conversion, relationship preservation, validation, and recovery planning.
A managed location for storing, organizing, securing, finding, and retaining business documents and related records.
The Domain Name System maps human-readable domain names to the network addresses and services that handle website, application, email, and other internet traffic.
Also known as: DNS
CRM configurations, applications, integrations, and workflows designed around the specific processes and changing needs of a business rather than a fixed generic implementation.
An integration pattern in which a business or system event triggers another application, workflow, or service to take action.
The policies, systems, and processes used to manage digital identities and control which applications, information, and actions each identity may access.
Also known as: IAM
The connections, rules, and workflows that coordinate how information and actions move between business systems.
JavaScript Object Notation is a structured text format commonly used to exchange information between APIs, webhooks, applications, and automated workflows.
Also known as: JavaScript Object Notation
Connecting Microsoft 365, Microsoft Power Platform, Google Workspace, identity services, collaboration tools, files, email, calendars, and business workflows so information and work can move between platforms.
A standard that allows an application to receive limited access to another service without sharing a user’s password.
Also known as: OAuth 2.0
Automated movement, assignment, notification, and follow-up of opportunities or leads through defined sales or service stages.
An encrypted transport protocol built on UDP that supports efficient connections and is used by technologies such as HTTP/3 and WebTransport.
A common web-based approach for software systems to exchange data and perform defined operations through standard HTTP requests.
Also known as: REST, REST APIs, RESTful API, Representational State Transfer
A server that receives client requests and forwards them to an internal application service, often centralizing HTTPS, redirects, headers, compression, and access logging.
A method of assigning permissions according to a person’s job role or responsibilities instead of configuring every permission individually.
System for Cross-domain Identity Management is a standard used to exchange identity information and automate user and group provisioning between systems.
Also known as: System for Cross-domain Identity Management
Security groups organize access permissions, while distribution groups organize message delivery to defined recipients. Automated provisioning can maintain membership in both.
The work of connecting separate applications, platforms, data sources, and operational processes so they function as a coordinated system.
Transport Layer Security encrypts network connections and verifies server identity through digital certificates.
Also known as: TLS
The controlled transfer of information, context, or a live conversation from an automated voice agent to a person, CRM record, scheduling process, or downstream workflow.
An automated message sent from one system to another when a specific event occurs, allowing the receiving system to respond quickly.
Also known as: Webhooks
A connection that receives and processes webhook event messages so another system or workflow can respond with the appropriate action.
A browser-to-server transport for secure, low-latency bidirectional streams and datagrams over HTTP/3 and QUIC.
Defined decision points where an authorized person reviews information and allows, rejects, or redirects a request or workflow.
A chronological record of actions, decisions, updates, errors, and outcomes that supports accountability, troubleshooting, reporting, and compliance review.
A deployment safeguard that restores a previously working release when verification or health checks show that a new release failed.
The use of configured technology to perform repeatable work with less manual effort while preserving appropriate controls and accountability.
The use of technology to complete repeatable steps, route information, apply rules, and coordinate work across people and systems.
An event or condition in a cloud service that starts an automated workflow.
A release practice in which approved changes that pass required checks can be deployed to an environment through a repeatable automated process.
The use of scripts and controlled services to build, verify, activate, monitor, and, when necessary, reverse application releases.
The automated creation of documents from approved templates, business data, and workflow rules.
The controlled process for identifying, recording, retrying, reporting, or routing unusual conditions and failures for review.
The coordinated monitoring, assignment, resolution, and reporting of process conditions that require correction, escalation, or human review.
A deliberate approval or decision point where a person evaluates information, exceptions, or AI-assisted output before a workflow continues.
A design approach that intentionally keeps people involved in decisions, approvals, exception handling, or quality review rather than allowing automation to act without appropriate oversight.
Also known as: HITL
A release approach that builds each application version in a separate directory or image and activates it without changing the contents of earlier releases.
Building applications and automations using visual development platforms while still allowing APIs, code, custom logic, and professional architecture where needed.
The coordinated use of workflows, rules, integrations, notifications, approvals, scripts, and applications to complete repeatable business work with less manual intervention.
Coordinating multiple systems, automated steps, tools, decisions, and human activities as one end-to-end business process.
The process of creating or updating the accounts, access, licenses, permissions, groups, and configuration a person or system needs to operate.
Automation that runs at defined times or intervals rather than waiting for a specific event.
A configured sequence that moves tasks or information through defined steps, decisions, notifications, approvals, and system updates.
An approach in which AI coordinates multiple steps, retrieves information, uses approved tools, and advances a defined objective within established permissions and guardrails.
Governed solutions in which AI agents interpret defined objectives, retrieve approved information, use authorized tools, coordinate multiple steps, and involve people at appropriate review or decision points.
A software-based assistant that can interpret a defined goal, use authorized tools or data, and complete approved steps within a governed workflow.
The policies, permissions, controls, testing, monitoring, and accountability used to ensure AI solutions operate responsibly and appropriately.
A workflow that uses artificial intelligence for defined tasks such as classification, research, summarization, or data enrichment while retaining appropriate validation and human oversight.
Software capable of performing tasks such as analyzing information, identifying patterns, classifying data, generating content, or assisting with defined decisions.
Also known as: AI
The process of assigning information, documents, messages, or records to defined categories using rules, data-processing methods, or approved AI models.
The automation of parts of customer or employee interactions through voice or text while connecting the conversation to business systems and downstream workflows.
Adding useful information to an existing record through approved internal or external sources.
Using AI and data-processing tools to extract, classify, validate, summarize, or route information contained in documents.
Artificial intelligence that creates new text, summaries, structured output, images, code, or other content based on instructions and source information.
Also known as: GenAI, Gen AI
Technical and procedural controls that limit what an AI or automated process may access, decide, generate, or execute.
A governed process that uses approved sources, automation, and AI-assisted analysis to collect, organize, compare, and summarize information for review.
An AI pattern in which a model retrieves relevant source information before generating a response, helping ground the response in approved organizational knowledge.
Also known as: RAG
A platform used to build and connect voice agents with telephony, AI models, APIs, CRM systems, scheduling, and business workflows. Its inclusion here does not imply ownership by TrueCore or an official partnership.
Connecting a VAPI-powered voice experience with CRM, scheduling, APIs, data, communications, and governed business workflows. Its inclusion here does not imply an official partnership.
An AI-enabled system that communicates through telephone or voice, gathers information, performs approved actions, and transfers or escalates conversations when appropriate.
Also known as: Voice Agents
A Microsoft Power Platform capability that adds prebuilt and custom AI functions to applications and automated processes.
Also known as: Microsoft AI Builder
A Microsoft platform used to build conversational and agent-based solutions that connect to business data, tools, and workflows.
Also known as: Microsoft Copilot Studio, PVA
Formerly known as: Power Virtual Agents
Microsoft’s managed business-data platform for storing structured information used by Power Platform and Dynamics applications.
Also known as: Microsoft Dataverse, CDS
Formerly known as: Common Data Service
Microsoft’s cloud productivity and collaboration environment, including Outlook, Teams, SharePoint, OneDrive, and related administrative services.
Also known as: M365, Office 365, O365
Microsoft Azure is a cloud-computing platform that provides services for application hosting, integration, identity, automation, data, networking, security, and infrastructure management.
Also known as: Azure
Microsoft’s cloud identity and access management service for users, groups, applications, authentication, and permissions.
Also known as: Entra, Entra ID, Azure AD, AAD
Formerly known as: Azure Active Directory
A Microsoft API that provides controlled access to data and functionality across Microsoft 365 and Microsoft Entra services.
Also known as: Graph API, Microsoft Graph API, M365 API
Microsoft’s platform for building custom business applications that connect to organizational data and workflows.
Also known as: PowerApps, Microsoft Power Apps
Microsoft’s workflow automation platform for connecting applications, moving information, applying rules, and coordinating repeatable processes.
Also known as: Flow
Formerly known as: Microsoft Flow
Microsoft’s business intelligence platform for creating reports, dashboards, data models, and operational analytics.
Also known as: BI, Microsoft Power BI
Microsoft’s low-code ecosystem for building applications, automations, analytics, websites, and AI-enabled business solutions.
Also known as: Microsoft Power Platform
A scripting and automation platform commonly used for Microsoft administration, bulk operations, identity management, provisioning, reporting, and systems integration.
Also known as: Microsoft PowerShell
Microsoft’s platform for document management, collaboration, governed content, lists, intranet solutions, and business-process support.
Also known as: Microsoft SharePoint, SharePoint Online
Connecting Gmail activity with CRM, scheduling, lead management, notifications, records, or automated workflows.
Also known as: Gmail
Connecting calendars and availability with scheduling, reminders, CRM processes, and operational workflows.
Also known as: Calendar, Google Calendar
Connecting files and folders in Google Drive with applications, approvals, records, and automated business processes.
Also known as: Drive, Google Drive
Using Google Sheets as an input, output, operational data source, or reporting component within an automated process.
Also known as: Sheets, Google Sheets
Google’s cloud productivity and collaboration environment, including Gmail, Calendar, Drive, Docs, Sheets, and related administrative services.
Structuring useful, authoritative website content so it can be understood and surfaced by AI-assisted search and answer systems as well as conventional search engines. It does not promise rankings.
The collection and interpretation of website, campaign, user, lead, and operational activity to understand behavior and outcomes.
A website that does more than display information by connecting to CRM, scheduling, analytics, marketing, lead routing, communications, and operational workflows.
The coordinated website content, user experience, calls to action, lead capture, analytics, CRM handoff, and follow-up process designed to turn visitor interest into measurable business activity.
Also known as: Conversion Systems
Collecting prospective-customer information through forms, calls, chat, scheduling, downloads, or other digital interactions.
A web application that uses browser capabilities such as service workers and installable metadata to provide app-like behavior, caching, or offline support.
Also known as: PWA
A browser script associated with a specific web origin that can intercept requests, manage caches, support offline behavior, and coordinate background application tasks.
Improving the technical structure, performance, crawlability, metadata, and content organization of a website so search engines can understand and index it effectively.
Software accessed through a browser that provides interactive functions beyond a traditional informational website.
An informational digital presence that presents content and guides visitors toward useful actions. Unlike a connected website, it may not exchange data with operational systems.
Connected digital systems that combine websites, search readiness, lead capture, analytics, CRM handoff, scheduling, communication, and automated follow-up.
A hosted technology environment used to run applications, store data, deliver services, and scale computing resources without relying entirely on locally owned infrastructure.
A platform used to prepare, send, sign, track, and manage electronic agreements and document workflows. Its inclusion here does not imply an official partnership.
A legally recognized method of indicating agreement or approval on a digital document, subject to the applicable process and legal requirements.
Also known as: e-signature, eSignature, Electronic Signatures
The process of reducing infrastructure risk through restricted access, least-privilege service accounts, firewall rules, protected secrets, monitoring, updates, and recovery controls.
A workflow automation and orchestration platform used to connect APIs, applications, data, AI tools, and multi-step processes.
A React-based web-development framework used to build modern, high-performance websites and web applications.
Also known as: NextJS, Next JS
A programming language widely used for automation, data processing, integration, scripting, and AI-related development.
Structured Query Language is used to query, organize, update, and analyze information stored in relational databases.
Also known as: Structured Query Language
A cloud development platform that provides database, authentication, storage, and application-backend services.
Also known as: BaaS
A programming language based on JavaScript that adds type checking to improve reliability and maintainability.
Also known as: TS
A cloud platform used to build, deploy, host, and monitor modern web applications. Its inclusion here does not imply an official partnership.
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