Workflow Automation Service

Automate the work between your tools — not just inside them

Magenta IT designs and operates production workflow automation using n8n, Zapier, Make and custom code. Lead routing, CRM updates, email/SMS/WhatsApp sequences, billing, reporting and internal ops — wired together, observable and owned.

The problem

Your tools work — your workflows don't

You have a CRM, a website, a billing tool, WhatsApp, email and a spreadsheet stack — and your team copy-pastes between all of them. Workflow automation turns that human glue into reliable, observable systems. Done right, it pays back in weeks.

Solution Approach

What we automate, end to end

Lead routing

Inbound leads from forms, ads, WhatsApp and Meta — qualified, deduped and assigned to the right rep in seconds.

CRM workflows

Auto-create deals, log activities, update stages, trigger tasks across Zoho, HubSpot, Salesforce, Pipedrive and Bitrix.

Email / SMS / WhatsApp

Multi-channel sequences with conditional logic, throttling and analytics.

Internal process automation

Onboarding, approvals, document generation, e-signing, invoicing and renewal reminders.

Reporting automation

Daily/weekly KPI reports delivered to email, Slack or WhatsApp — no manual dashboards.

Integration glue

Connect any two SaaS tools via API, webhook, n8n, Zapier or Make — including custom-built connectors.

Key features

Engineered, not duct-taped

  • Self-hosted n8n option for data sovereignty
  • Version control, staging and rollback on every workflow
  • Error handling, retries and dead-letter queues
  • Observability: per-run logs, alerts and SLAs
  • Secrets management and role-based access
Business benefits

Outcomes our clients see

  • 10-30 hours/week saved across sales and ops teams
  • Lead-to-contact time drops below 60 seconds
  • Zero leakage between CRM, billing and support
  • Audit-ready logs for every customer-facing action
Use Cases

Where workflow automation pays back fastest

Lead capture → CRM → WhatsApp

Form submission auto-creates deal, sends WhatsApp ack, books a slot, notifies rep.

Quote to invoice

Approved quote auto-generates invoice in Zoho/Tally, sends payment link, reconciles on payment.

Support SLA

Ticket age + priority triggers Slack/WhatsApp escalation to the right manager.

Renewal management

30/15/7-day renewal nudges across email, WhatsApp and CRM tasks.

HR onboarding

New hire form triggers email accounts, asset requests, doc collection and Day-1 checklist.

Daily ops reports

Pulls from CRM, ads and billing into a single morning report on WhatsApp.

Industries Served

Proven in fast-moving verticals

Real Estate

Healthcare

Education

E-commerce

Manufacturing

Logistics

Professional Services

Hospitality

How it works

Discovery → Build → Operate

1

Audit

Map your current tools, manual handoffs and the top 5 automation opportunities.

2

Design

Workflow blueprints, integration spec, error-handling and rollback plan.

3

Build

Production workflows in n8n/Zapier/Make with staging, logs and alerts.

4

Operate

Monthly retainer covering monitoring, fixes and continuous improvement.

FAQ

Frequently asked questions

Ready to get started with Workflow Automation?

Book a free strategy call. We'll map your needs and show you the fastest path to results.