CRM workflows, lifecycle automation, calendar scheduling, AI agent integrations, and HTTP step requests. Built by a dev team that reads your setup before touching it.
Grouped by use case. If yours isn't listed and it has a documented API, we can still work with it.
The big platforms most businesses run on. Strong APIs, deep documentation, well-tested webhooks.
Industry platforms for clinics, wellness, fitness, and beauty. We've worked through the booking quirks, the membership models, and the calendar weirdness.
Everything that surrounds the CRM. Conversations, payments, scheduling, commerce. The places workflows actually start and end.
And anything else with a documented API. We've integrated tools we hadn't heard of two weeks earlier. The pattern transfers; the auth and the rate limits are what change.
Most CRM problems aren't novel. They're variations of six patterns that show up in every industry.
Lead, qualified, booked, showed, paid, retained. Every stage transition fires the right next step, automatically.
Two-way sync between your CRM, Google or Outlook calendars, and Cal.com or Calendly. Slot logic, no-show handling, reschedule loops.
Round-robin, territory, capacity, language. Whatever your routing rules are, we encode them so leads land on the right person every time.
Agents that read CRM records via API, write back updates, fire HTTP requests, and escalate to humans when confidence drops.
Odoo to HubSpot, Mindbody to WhatsApp, Stripe to your deal stage. Bidirectional sync with conflict resolution and clear source-of-truth rules.
Custom webhooks, signed requests, retry-with-backoff, idempotency keys. The plumbing that keeps integrations stable when something upstream breaks.
An AI agent is a tool, not a product. We wire it into the workflow at the points where it earns its keep.
Agents read records via API. Agents write updates back. Agents trigger HTTP steps. Agents escalate to a human when their confidence drops below a threshold you set. That's the contract. Anything else is theatre.
An incoming WhatsApp asks: "any 7pm yoga slots tomorrow?"
Agent reads class availability via the Mindbody API, books the slot, writes the lead source back to the booking record, and fires a WhatsApp confirmation. If the class is full, agent suggests three alternatives and books once the customer picks one.
A new HubSpot contact arrives from a Click-to-WhatsApp ad.
Agent qualifies the lead through five WhatsApp messages, posts a Slack ping for the assigned account executive, schedules a call through Cal.com, and writes the meeting back to the deal record. Confidence drops on a non-standard pricing question; agent hands off to a human and stops.
Five steps. We never skip the first one.
Sandbox or read-only access to your CRM. We map what's actually configured, not what people remember was configured. You see the gaps report before we propose anything.
Written brief: triggers, steps, data shape, failure modes. You sign off before we write code. If we disagree on a step, we resolve it on paper, not in production.
Implemented in a sandbox tenant or test environment. HTTP step requests, auth, retries, logging. Nothing reaches production until you've seen it run.
Run against real-but-isolated data. Late timezones, half-filled forms, expired tokens, partial failures. The cases that break things on launch day.
Production cutover with monitoring on every HTTP step. Alerts when something breaks. We stay on the workflow for two weeks post-launch, then hand off the runbook.
15-minute call. We'll ask for read-only access and come back with a workflow plan within 3 working days.
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