Lead → CRM → owner → first message, automatically
A form fill or a chat creates the record, assigns an owner and sends the first reply, without anyone copying anything across.
Integrations & Automation
Your tools, finallytalking to each other.
Forms, CRM, calendar, payments, messaging and spreadsheets connected with automations that run the handoffs your team does by hand today.
See it work
The handoffs, automated.
One place where a form, a booking, a payment and a message become a single sequence.
Automation map
Sunny Aircon
Forms
CRM
Calendar
Automation
Your rules
Payments
Slack
Illustrative. Sample business.
What’s included
What runs between your tools.
The automations take the handoffs your team does by hand: moving a record, sending a message, updating a status, telling someone.
Booking → calendar → confirmation → reminder
A confirmed booking lands on the right calendar, and the confirmation and the reminder go out on the schedule you set.
Payment → receipt → record updated
When a payment goes through, the receipt is sent and the job, booking or invoice it belongs to is marked in the same step.
Alerts to Slack or SMS when something needs a human
A message nobody answered, a step that failed, a rule that was hit: the alert goes to the channel your team already watches.
Error monitoring so silent failures don’t happen
Every automation reports its runs. When one stops working we see it, instead of finding out from a customer weeks later.
Documented, owned by you
What each automation does, what it touches and how to switch it off is written down. The accounts and the credentials stay yours.
Setup
How we set it up.
We build the automations on top of the tools you already run, and there are things they are told to hand over.
We map how you work today
Which tools you use, what moves between them, and every handoff someone currently does by hand.
We configure it around your rules
Triggers, owners, timing and the conditions that decide what happens next, written from your process rather than a template.
Your team stays in charge of exceptions
Anything the rules do not cover is routed to a person, with the record attached, instead of being guessed at.
Who it’s for
Built for teams with more tools than time.
The problem is rarely one tool. It is what happens between them.
Teams juggling five or more tools
Forms, CRM, calendar, payments and chat, each holding one piece of the same customer.
Agencies running client ops
The same sequence repeated across accounts, where a missed handoff shows up on someone else’s report.
Clinics and service businesses
Bookings, reminders and payments that have to agree with each other every single day.
FAQ
Questions we get asked.
Which platforms do you work with?
n8n, Zapier, Make and direct APIs. We choose per case, based on what your tools support, what has to run reliably, and how much you want to be able to change yourself.
Who owns the automations?
You do. They are built in your accounts, on your credentials, and documented so another engineer can pick them up. If we stop working together, nothing has to be rebuilt from scratch.
What happens if one of our tools changes?
Vendors change fields and endpoints. When something breaks, the monitoring surfaces it and we adjust the automation. A larger platform change is scoped like any other piece of work.
How do we know it is still running?
Each automation reports its runs and its failures, and a failure raises an alert in a channel you watch. Silence is not treated as success.
Trusted by founders who’ve outgrown the standard