01 — The problem
Why this usually goes wrong.
Operations teams copy data between CRM, accounting, spreadsheets and email for hours each week.
Automations built ad hoc fail silently, so errors are found by customers.
Scope
What the engagement covers
API integrations
Two-way sync between CRM, ERP, accounting, e-commerce, payment gateways and logistics providers, with field mapping, retries and dead-letter queues.
Approval workflows
Discounts, purchase requests, credit limits and leave, routed by amount and role, with reminders, escalation and a full audit trail.
Document generation
Quotes, contracts, proformas and certificates generated from CRM data in your templates, e-signed and filed automatically.
Reporting pipelines
Data from several systems loaded into one reporting database on a schedule, feeding Zoho Analytics, Power BI or Looker Studio.
Monitoring
Alerts when an integration fails, plus a log you can search to see exactly what happened to any record.
Method
How we deliver it
01
Map
Every manual hand-off listed with its volume and the time it costs.
02
Prioritise
Automate the highest-volume, lowest-risk flows first.
03
Build
Integrations built with logging, retries and alerting.
04
Operate
Monitoring, monthly review and changes as your systems change.
Straight answer
No-code tool or custom middleware?
Zoho Flow, Power Automate, Make and n8n handle most integrations well and are easier for your team to maintain. We use them by default.
Custom middleware is worth it at high volume, for complex transformations, or where you need guaranteed delivery and detailed logs that no-code tools don’t give you.
An automation on top of a broken process just makes the broken process faster. We fix the process first.
04 — Typical effort
What it usually takes.
Ranges from comparable projects. You get a fixed-scope quote after a 30-minute call.
05 — What you own
Yours at handover.
- Automation register
- Integration code or flow exports
- Alerting to your team
- Runbooks
FAQ
Questions we get about business automation
Which systems can you integrate?
Anything with a usable API or webhook: Zoho, Odoo, HubSpot, Salesforce, Dynamics, QuickBooks, Xero, Shopify, WooCommerce, payment gateways, courier APIs and custom databases.
What happens when an integration fails?
Failed records are retried, then parked in a queue with the error, and someone is alerted. Nothing disappears silently.
Can you automate PDF quotes and contracts?
Yes. Documents are generated from CRM or ERP data in your branded templates, sent for e-signature, and the signed copy is filed back on the record.
Do you use Zapier or Make?
We use whichever tool fits your volume and budget, including Zoho Flow, Power Automate, Make and n8n. For high-volume or critical flows we build custom middleware.
Next step
Start with a 30-minute call.
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Enquire
Talk to us about Business process automation & integration.
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