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1.7 — WORKFLOW & PROCESS AUTOMATION

System Integration Automation

Automated data flows between the business's systems — CRM, ERP, e-commerce, marketing, support and accounting tools — so data entered in one system is automatically reflected in all others. Eliminates manual re-entry, reduces errors and ensures every team works from current data.

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1.7.1

Cross-system data synchronisation

Real-time and scheduled data synchronisation between business systems — keeping customer records, product data, orders, stock levels and financial transactions consistent across CRM, ERP, e-commerce and other platforms without manual data entry or export-import.

  • System mapping: define which fields sync between which systems
  • Real-time sync via webhook on record creation or update
  • Scheduled sync for systems without webhook capability
  • Field transformation: map and convert data formats between systems
  • Selective sync: sync only records matching defined criteria
  • Sync status monitoring: success, error and pending queue
  • Error alert: notify admin when sync fails
  • Sync log: full history of every record transferred
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1.7.2

Trigger-based automation between tools

Event-triggered automation chains that react to changes in one system and perform actions in others — a new deal won in the CRM triggers invoice creation in accounting, project creation in the PM tool and a welcome email in the marketing platform.

  • Trigger event definition: record created, updated, status changed
  • Action definition: create record, update field, send notification
  • Multi-step automation chain from single trigger
  • Delay step: wait for configurable period before next action
  • Conditional action: perform action only if condition is met
  • Test run with sample data before activating
  • Automation run history with step-by-step log
  • Pause and resume automation without deletion
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1.7.3

SaaS-to-SaaS integration automation

Pre-built and custom integration automations between the SaaS tools the business already uses — Salesforce to Slack, HubSpot to Xero, Shopify to Mailchimp, Jira to Confluence — using n8n, Make.com or custom middleware to connect systems that don't talk to each other out of the box.

  • Pre-built connector library for common SaaS combinations
  • Custom connector development for systems without pre-built support
  • n8n workflow development for self-hosted automation
  • Make.com (Integromat) scenario development for cloud automation
  • OAuth2 and API key authentication handling per connector
  • Rate limit management to prevent API quota exhaustion
  • Connector health monitoring and failure alerting
  • Documentation of all active integrations and their data flows
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1.7.4

Event-driven data flows

Event-driven architecture for real-time data movement — systems publish events when something happens, subscribing systems receive and react immediately. Gives the business near-real-time data consistency without polling APIs every few minutes.

  • Webhook receiver for inbound events from external systems
  • Event queue management for reliable delivery
  • Event replay capability for failed processing
  • Dead letter queue for events that cannot be processed
  • Event schema validation before processing
  • Event-to-action mapping: which events trigger which actions
  • Event monitoring dashboard: volume, latency, error rate
  • Alert on event processing failure or queue backup
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1.7.5

Bi-directional sync & conflict resolution

Bi-directional synchronisation between two systems of record — where both systems can create and update the same data — with conflict detection and resolution rules that prevent data loss when both sides update the same record before the sync runs.

  • Bi-directional mapping: changes in either system sync to the other
  • Conflict detection: identify when both systems updated the same field
  • Conflict resolution strategy: last-write-wins or master-system-wins
  • Manual conflict resolution queue for complex cases
  • Duplicate detection on initial data migration
  • Sync direction locking: certain fields only update from one direction
  • Bi-directional sync testing against real data before go-live
  • Conflict report: frequency and resolution of conflicts over time
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1.7.6

Scheduled batch data transfers

Scheduled batch data transfer processes for systems that don't support real-time webhooks — nightly exports, daily stock updates, weekly CRM refreshes — with data extraction, transformation, validation and load into the target system on a reliable schedule.

  • Schedule configuration: hourly, daily, weekly batch
  • Data extraction from source via API, SFTP or database query
  • Data transformation: clean, map and format for target system
  • Validation rules: reject records that fail data quality checks
  • Load to target: API call, database insert or file drop
  • Run log with record counts: extracted, processed, failed
  • Failed record handling: retry queue and error report
  • Completion notification: success or failure per run
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