Workflow Automation & Integration
Stop moving data by hand between systems.
We connect the systems you already own and automate the steps between them: quote to order, order to invoice, email to case, document to record. Where AI helps, we use it to read documents and emails; where rules are enough, we use rules.
Outcomes
What changes for your team
- Orders, quotes and invoices flow between CRM and ERP automatically
- Documents and emails turned into structured records
- Fewer errors from copy and paste, and a clear log of what changed
- order.createdCRM → ERPSales order drafted
- invoice.postedERP → CRMAccount balance updated
- email.receivedInbox → CRMCase created from email
- po.extractedAI → CRM12 line items, sent for review
What's included
What we deliver
01
Process mapping
Each manual step identified, timed and ranked by effort saved.
02
Integration build
APIs, middleware or iPaaS connections with retries, logging and alerts.
03
AI document handling
Extraction from PDFs and emails with human review where accuracy matters.
04
Monitoring
Dashboards and alerts so failures are seen and fixed quickly.
Platforms
- Salesforce Flow
- MuleSoft
- Make
- Zapier
- n8n
- REST APIs
A good fit for
- Operations teams re-keying orders
- Finance teams reconciling by hand
- Companies with an ERP and a CRM that do not talk
Related services
Often delivered together
AI Agents & Agentforce
Agents that qualify leads, answer customers and update your CRM, grounded in your own data.
CRM Implementation
Salesforce, HubSpot or Zoho, set up around how your team actually sells and serves.
Websites & Digital Experiences
Fast, accessible websites, portals and landing pages wired into your CRM.
See where AI and automation would pay off first.
Book a free 30-minute audit. You'll leave with three specific recommendations for your sales and service process, whether or not you work with us.