Workflows that connect your apps, forms, WhatsApp, email and sheets, so routine work runs on its own.
- 01Leads from the website, Instagram and calls land in different places and some are never answered.
- 02Someone copies the same data from WhatsApp into a sheet, then into Tally, then into an email.
- 03Follow-ups depend on one person remembering to send them.
- 04Reports are made by hand every Monday morning.
Lead routing
Website, Meta and IndiaMART leads land in one CRM, get assigned by area or product, and the salesperson gets a WhatsApp ping.
WhatsApp follow-ups
Quotation sent? A polite follow-up goes out after two days, and again after five, until someone replies.
Order to invoice
A confirmed order creates the invoice, updates stock in the sheet and informs the dispatch team.
Daily owner summary
At 9 PM the owner gets sales, collections and pending work on WhatsApp. No one has to compile it.
- Step 1
Trigger
A form is submitted, a message arrives, a row is added, or it is 9 AM.
- Step 2
Logic
n8n checks conditions, looks up data and decides what happens next.
- Step 3
Actions
Records are created, messages sent, files saved and people notified.
- Step 4
Log
Every run is logged, and failures alert us before they become problems.
n8n is a workflow automation platform, like Zapier or Make, that can run on a server you own. We build your workflows in n8n and host it in your name.
- No per-task charges. Run a thousand workflows or a million. The cost is the server, not the volume.
- Your data stays yours. Customer data moves through infrastructure you control.
- Nothing is locked away. Every workflow is visible, editable and exportable.
- 1Website or Meta lead form submitted
- 2Lead created in CRM and assigned by area
- 3Welcome WhatsApp with brochure sent
- 4Salesperson pinged with lead details
- 5Follow-up task scheduled for tomorrow
- n8n
- WhatsApp Business API
- Gmail
- Google Sheets
- Zoho
- Tally
- Razorpay
- Slack
n8n automation
Press Run and watch a new lead travel from the form to the owner’s phone.
Questions about automation
n8n is a workflow automation platform, similar to Zapier, that can be self-hosted. Your workflows run on infrastructure you own, so there are no per-task charges and your data does not pass through a third party you did not choose.