What this covers
Most operational pain is a missing integration. A form fills in but nobody knows about it for two days. A booking happens in one tool but the CRM never gets updated. A signed contract sits in someone's inbox while the onboarding clock starts. The work here is closing those gaps with reliable, observable plumbing.
The line between "automation" and "integration" gets blurry, and that's fine. They're the same problem: get the right data to the right place at the right time, without a human babysitting it.
- Form-to-CRM-to-team — a website form lands in Salesforce, fires an email, sends a Slack ping, and texts the right account owner, all within seconds.
- Booking-to-everything — a Cal.com or Calendly booking creates a Salesforce record, sends a confirmation, posts to Slack, and reminds the lead 24 hours out.
- Document-to-onboarding — a signed contract triggers a sequence: provision accounts, send a welcome email, add to a nurture campaign, schedule a kickoff.
- Payment-to-CRM — Stripe webhooks reconciled against Salesforce opportunities and invoices.
- AI in the middle — a model classifies, summarizes, or extracts something inside the workflow when that's the right tool.
How we build them
We pick the workflow engine that fits the budget and the constraints:
- n8n (self-hosted or cloud) when control, observability, and cost matter.
- Zapier or Make for fast wins where simplicity beats flexibility.
- Native Salesforce Flow + Apex when the work belongs inside the platform.
- Custom Node/Python services when no off-the-shelf option fits.
How we typically engage
Workflow projects are scoped per workflow. A typical engagement bundles three to six related workflows that share data sources. Two-to-four-week builds, with monitoring and alerting wired in from day one — silent failures are the usual complaint, so we surface them by design.
What "done" usually looks like
- Every workflow has a clear trigger, a clear output, and a clear failure path.
- You get notified when something breaks. Customers don't.
- The workflows are documented in plain English, not just as a graph in a tool nobody else knows how to read.