Business automation that connects your CRM, ERP, accounting, ticketing, and ops systems — so your team stops being the integration layer.
What you get when this service is part of a Yab engagement. Scoped per project.
CRM ↔ ERP ↔ accounting ↔ ticketing kept in sync with two-way syncs that handle conflicts, retries, and exceptions gracefully.
Lead → quote → order → invoice → payment → renewal, automated end-to-end. With humans in the loop where the stakes warrant it.
Invoicing, reconciliation, expense capture, revenue recognition — the recurring finance work your team does in spreadsheets, moved into your systems.
Customer, member, patient, or partner onboarding workflows that span CRM, billing, comms, and access — handled in one orchestrated flow.
Live operational dashboards drawn from the actual systems, not exported spreadsheets. Built in the BI tool you already pay for.
Pragmatic choice between n8n, Zapier, Make, and custom code. Built for your team's skill set, not ours.
Every run logged with inputs, outputs, and decisions. Failures land in a dead-letter queue with context, not silently disappear.
Operating numbers and posture you can quote back to us. These are commitments, not aspirations.
Real engagements where this service was load-bearing. Click through for full case studies.
NetSuite-integrated B2B commerce with account pricing, quote workflows, and a customer portal that handles 80% of orders.
EHR-integrated patient intake, referral coordination, and clinical document handling across six clinics.
Multi-tenant partner platform with role-aware access, attribution automation, and CRM integration.
The shape of a typical engagement. Phases overlap on larger projects, but the sequence is the same.
We sit with the teams doing the manual work and map the workflow. Most engagements surface 3–7 candidate automations and a clear order to do them in.
We ship the highest-ROI automation first — usually in 2–3 weeks. Quick wins fund the rest of the program.
Remaining workflows built in priority order, each one shipped and validated before the next starts. Observability and audit trail wired in from the first run.
Documentation, training, and a runbook for your team. We stay on call for changes — but you own the system.
Sectors where we’ve done this service often enough to know the patterns — and the patterns that don’t work.
The things people ask before they reach out. If yours isn’t here, send it over — we’ll add it.
Business automation is the work of taking the manual, recurring tasks your team does between systems — copy-pasting from CRM to ERP, exporting reports, reconciling spreadsheets — and turning them into workflows the systems run themselves. It overlaps with integration but goes one step further: it doesn't just move data, it makes decisions and triggers actions.
Depends on the workflow and your team. Zapier and Make are excellent for SaaS-to-SaaS workflows that don't need complex logic. n8n is the better choice when you want self-hosted, version-controlled workflows. Custom code wins when the workflow is core to the business or carries compliance weight. We pick per workflow, not per project.
For most SMBs and mid-market: Zapier or Make for simple SaaS integrations, n8n for self-hosted and version-controlled, Camunda or Temporal for long-running and compliance-heavy workflows, and custom code for anything load-bearing. Plus the right CRM, ERP, and accounting platforms underneath — the automation is only as good as the systems it orchestrates.
RPA (robotic process automation) drives a UI as if it were a person — clicking buttons, filling forms — and tends to be brittle. We use API-first automation wherever the underlying system has an API (which is almost always now). We only fall back to RPA-style scraping when there's no other option.
A focused automation (one or two workflows) typically runs $8k–$25k. A multi-workflow program across CRM, ERP, and accounting is more like $40k–$120k phased over a few months. Quoted in writing per phase.
Yes — for the work the team is actually good at. The point of automation is to move people off the rote work and onto the work where their judgment matters. The teams we've worked with grow into more strategic roles, not out of a job.
One reply within a business day. No sales pipeline. We’ll either propose a path or point you somewhere better.