SOLUTIONS
When information moves between apps, your team moves forward. Start with the workflow, then find the simplest approach that fits.
Connect two apps around one defined business workflow.
Move agreed customer and deal information from your CRM into an accounting workflow. We assess mappings, approvals and existing connectors before deciding what to build.
HubSpotA deal is marked won
XeroThe right customer and deal details reach finance
Missing information or a failed update? Agree the review and retry path as part of the workflow scope.
Connect storefront orders with Odoo and fulfilment processes. We assess how products, stock, order states and exceptions should move between your systems.
ShopifyA customer places an order
OdooOperations gets the information needed to fulfil it
Missing information or a failed update? Agree the review and retry path as part of the workflow scope.
These are just examples. Tell us which apps you use and what you’d like to automate.
Carry information and actions across three connected apps.
Connect the sales agreement, the finance handoff and the project your delivery team needs to begin.
HubSpotUse the agreed customer, scope and deal information as the starting point.
XeroCreate a draft invoice with the agreed billing details for finance to review.
AsanaCreate the project, assign its owner and bring the customer context into the handover.
Missing billing information? Create a review task before progressing the finance handoff.
Bring support activity into the customer record and give the right team a useful, actionable follow-up.
ZendeskIdentify the customer and the support event that needs attention.
HubSpotFind the matching CRM record and record the relevant support activity.
SlackSend the ticket link, customer context and required next step to the right channel.
No matching customer record? Route the ticket for review rather than attaching it to the wrong customer.
Connect Salesforce, Sumsub and DocuSign in one workflow. Use verification results to trigger the agreement, then bring signing progress back into the customer record.
SalesforceUse the matching customer record to initiate verification and link the application to its CRM record.
SumsubReturn verification updates to Salesforce. An approved result makes the customer eligible for the agreement step.
DocuSignPrepare the agreed template with customer details from Salesforce. Send it to the required signers and track the envelope.
SalesforceRecord signing status, completion time and the agreement reference. Advance onboarding only after verification is approved and all required signatures are complete.
Verification needs review, an agreement is declined or a signature is outstanding? Keep onboarding pending and create a follow-up for the responsible owner. Keep retries linked to the original request to avoid duplicate agreements.
These are just examples. Tell us which apps you use and what you’d like to automate.
Bring four apps together into one connected business process.
Carry a storefront order through operational checks, finance preparation and a clear team handoff.
ShopifyStart with the customer, purchased items and the order reference.
OdooMatch the products and create the operational order for the fulfilment process.
XeroCreate the agreed invoice record using the customer and order details.
SlackNotify operations with the connected order references and the next action.
An item cannot be matched in Odoo? Pause the finance step and send an exception alert to operations.
These are just examples. Tell us which apps you use and what you’d like to automate.
Starting prices in SGD. Final pricing follows the agreed scope. Software subscriptions, hosting and ongoing maintenance are priced separately.
THE RIGHT TOOL FOR THE WORK
Your apps may already have the functionality you need. We review native features and connectors first.
Zapier or Make may fit the workflow. We assess their connectors, usage and maintenance requirements.
When the workflow needs custom logic, we scope it around your systems, data ownership and real exceptions.
Map what happens today and what you want to happen automatically.
Review native features, connectors, account access and the edge cases.
Define the scope, responsibilities, delivery plan and price.
Build the agreed workflow and test it against real scenarios.
Document the setup, walk your team through it and agree support.
START WITH YOUR WORKFLOW