Sales → Delivery
Turn an agreed sales milestone into a defined delivery handover.
AUTOMATION & INTEGRATIONS
One event.
The right next actions.
Connect triggers, decisions and people into a workflow your team can follow. Explore an illustrative business scenario below.
Design my workflow ↗01 / TRIGGEREnquiry receivedSample event
02 / CONDITION
IF
Required details present?Rules agreed with your team03 / ACTIONCreate follow-up task
04 / NOTIFYNotify sales owner
WHEN VALIDExample ready. Choose an event and run the workflow.
Illustrative logic, not a live integration. Feasibility depends on your apps, editions and available interfaces.
01 / FIND THE RIGHT CONNECTION
What needs to
happen next?
Start with a real handover. We define the information, trigger and owner before choosing how to connect the tools.
People → Team
Coordinate onboarding actions with the people responsible.
Operations → Reporting
Bring approved information into a consistent reporting process.
Requests → Approvals
Keep human review where a decision needs accountability.
02 / HUMAN CONTROL, BY DESIGN
Some actions run.
Some decisions need you.
Change the sample request below to see why an automation needs an exception path.
SAMPLE REQUEST / 018
New customer handover
READY TO CHECK
Try the decision.
Clear a field and evaluate the request to inspect the review route.
03 / ENGINEER THE HANDOVER
A connection is more
than a line between apps.
01
Identity
How do we match the right record?
02
Ownership
Which system owns the information?
03
Direction
What moves, and which way?
04
Timing
What triggers the next action?
05
Exceptions
Who reviews a failed or incomplete action?
04 / HOW WE DELIVER
Map. Build. Test. Hand over.
We agree triggers and rules, assess the connection options, configure the scoped workflow and test normal and exception scenarios with your team. Documentation and support responsibilities form part of the agreed handover.
Explore your integration ↗YOUR QUESTIONS
Before we connect
your systems.
What is the difference between automation and integration?
Automation performs defined steps when agreed conditions are met. Integration connects systems so they can exchange information. A single workflow may use both.
Can you connect Zoho with our existing software?
We assess the available connectors, APIs, export options and access permissions first. Not every application supports every connection, so feasibility is confirmed before work begins.
Will this need custom development?
Some requirements can use standard configuration or available connectors. Others may need custom work. We recommend an approach after reviewing the workflow and application capabilities.
Can we keep approval steps?
Yes, approval responsibilities can be part of the proposed design, subject to the selected tools. We agree which actions are automatic and which require a person to review them.
What happens if an action fails?
We define the exception-handling approach during design, including ownership and any supported alerts or retry behaviour. These scenarios are included in the agreed testing scope.
Who maintains the workflow after launch?
We document the setup and agree who owns ongoing monitoring and changes. Support arrangements and enhancements are defined in the engagement scope.