Workflow Automation

Streamline Your Business Processes

We design custom workflow automations to simplify your operations and eliminate manual bottlenecks.

Capabilities

■ Lead Capturing and Assignment
■ Sales Pipeline Automation
■ Purchase Order Generation
■ Task Scheduling and Reminders
■ Customer Follow-ups and Engagement

Platforms Supported

■ Zoho CRM, Salesforce, HubSpot
■ Monday.com, Microsoft Dynamics 365
■ Xero, Zoho Books, Netsuite

Examples

■ Automatically create a sales opportunity in Zoho CRM when a lead form is submitted.
■ Auto-generate invoices in Xero when sales are closed in Salesforce.
■ Schedule reminders for follow-ups based on lead activity in HubSpot.

Learn More About Workflow Automation →

Trigger-based Notifications

Never Miss an Important Event Again

We configure intelligent triggers to send notifications based on specific business events.

Capabilities

■ Customer Enquiry Notifications
■ Low Stock Alerts in Inventory Systems
■ Payment Confirmations and Reminders
■ Appointment Reminders for Bookings
■ Sales Milestone Alerts

Platforms Supported

■ Zoho CRM, HubSpot, Salesforce
■ Xero, Zoho Books
■ Zoho Inventory, Unleashed

Examples

■ Instantly notify your sales team when a new high-value lead is captured.
■ Alert the finance team when a large payment is processed.
■ Send automatic booking reminders to clients 24 hours before their scheduled appointment.

Learn More About Trigger-based Notifications →

Document Generation

Create Documents Automatically with Precision

Generate professional, branded documents at the click of a button, saving time and ensuring consistency.

Capabilities

■ Automatic Invoice Generation
■ Contract and Agreement Creation
■ Proposal and Quote Templates
■ Purchase Orders and Shipping Documents
■ Legal Document Automation (NDAs, Contracts, Terms and Conditions)

Platforms Supported

■ Zoho CRM, HubSpot, Salesforce
■ Xero, Zoho Books
■ DocuSign, PandaDoc

Examples

■ Automatically create a sales contract upon deal closure in Salesforce.
■ Generate branded invoices directly from Zoho Books.
■ Auto-populate client details into NDAs and send for e-signature.

Learn More About Document Generation →

Data Entry and Sync Automation

Reduce Manual Data Entry and Improve Accuracy

Eliminate repetitive data entry tasks and synchronise data across platforms in real-time.

Capabilities

■ Sync CRM Data with Accounting Software
■ Auto-fill Customer Information Across Systems
■ Real-time Inventory Updates
■ Integration with E-commerce Platforms

Platforms Supported

■ Zoho CRM, Salesforce, HubSpot
■ Xero, Netsuite, Zoho Books
■ Shopify, WooCommerce, Magento

Examples

■ Automatically sync new leads from HubSpot to Zoho CRM.
■ Sync customer details from Xero to Salesforce when an invoice is paid.
■ Real-time inventory updates from Shopify to Zoho Inventory.

Learn More About Data Sync Automation →