Automation & Workflow Design
Stop doing manually what Zoho can do for you.
We design and build workflow rules, blueprints, Zoho Flow automations, and custom Deluge scripts so your team focuses on work, not busywork.
What we build
- Workflow rules with email alerts, field updates, and task creation.
- Blueprints for multi-step approval and stage transitions.
- Zoho Flow integrations connecting CRM to 500+ apps.
- Custom Deluge functions for logic Zoho doesn't handle out of the box.
Automation inventory included.
Who this is for
- Teams doing the same manual steps on every deal, ticket, or project.
- Admins who know Zoho has automation features but haven't set them up.
- Businesses with approval bottlenecks that slow down delivery.
- Ops people tired of copy-pasting between Zoho apps.
Typical problems
- Every new deal requires 5 manual steps that could be automated.
- Approvals happen in email or chat, not inside the system.
- CRM data does not sync to Bookings, Campaigns, or Desk without manual effort.
- No one knows what automations exist or who built them.
Deliverables
- Workflow rules documented and implemented per module.
- Blueprints for key multi-step processes (sales, onboarding, approvals).
- Zoho Flow connections between CRM and other Zoho/third-party apps.
- Custom Deluge functions with inline comments and documentation.
- An automation inventory spreadsheet showing every rule, trigger, and owner.
Example outcomes
- Hours saved per week from eliminating manual data entry and notifications.
- Approval cycles cut from days to hours.
- Cross-app data stays in sync without anyone touching it.
- New team members onboard faster because the system enforces the process.
FAQ
Answers to the common questions teams ask before we start.
Will automations break if Zoho updates?
We build on supported APIs and native features. We also document every automation so your team can maintain them.
Can you write custom Deluge functions?
Yes. Deluge scripting is a core part of what we do — custom functions, scheduled functions, standalone functions, and client-side scripts.
How do you handle testing?
We test in a sandbox or with controlled records before going live. Every automation has a rollback plan.
Ready to move faster?
Book a consultation
Schedule a 30-minute call to map your operations and build a quick-win plan for automation.