Workfluz

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Automation and integrations

End-to-end connected flows: information travels once.

Not all automation creates value: we first remove unnecessary steps. Then we connect the remaining systems —landing, bookings, payments, invoicing, communications, accounting— so information flows without manual work.

Situations

  • 01

    The same data gets typed several times: into the landing page, CRM, payments and invoicing.

  • 02

    Every manual process adds time, errors and missed opportunities.

  • 03

    Your tools exist, but each one works on its own.

Expected outcomes

  • Processes that run end to end on their own: from booking to invoice with no manual intervention.

  • A single source of data: information is recorded once and is where it’s needed.

  • Automated customer communication on the channels they use: WhatsApp and email.

Scope

What’s included

  • Flow diagnosis: a map of how information travels through your business today.

  • Removal of unnecessary steps before automating anything.

  • Integrations between systems: payments, invoicing, accounting, calendar, communications.

  • Monitored automations: you know when something fails before your customer does.

What’s not included

  • We don’t automate processes that should be removed: automating chaos produces faster chaos.

  • We don’t sell tool lists: the proposition is the flow, not the stack.

Process and deliverables

  1. 01Understand

    Deliverable: Map of current flows and friction points.

  2. 02Design

    Deliverable: Target flow design: what gets removed, automated and connected.

  3. 03Build

    Deliverable: Integrations and automations up and running.

  4. 04Connect

    Deliverable: Existing systems integrated into the full flow.

  5. 05Evolve

    Deliverable: Monitoring and continuous flow improvement.

Technology

At Lavage Mécanique, a booking from the landing page becomes an appointment, an assigned job, an invoice and an accounting record without anyone re-typing anything. At Eventos Workfluz, a ticket purchase triggers payment, registration and confirmation via WhatsApp and email.

Risks we help control

  • Automating chaos: we redesign the flow first, then automate it.

  • Fragile integrations: monitoring and alerts from day one.

  • Key-person dependency: knowledge stays in the system, not in individuals.

Frequently asked questions

Do you work with the tools we already use?

Whenever possible, yes: connecting what you already have is usually better than replacing it. If a tool is the problem, we’ll tell you with arguments.

Where do we start if everything is disconnected?

With flow diagnosis: understanding how information travels today makes it possible to decide what to connect first and what to remove.

Let’s review your current system.

Tell us which processes you do by hand and which tools don’t talk to each other.

Start a project