We find the data moved by handWhich information is entered in two places today?
IntegrationsThe programs you use are connected, and every record is entered only once.
Your CRM, ERP, accounting, calendar, WhatsApp and file systems are connected to each other. A client record is entered once and passes to the other programs on its own. You see every connection from one dashboard, and if a transfer gets stuck you hear about it.
Systems we connect
- HubSpot
WhatsApp Business
Google Drive
Stripe
PostgreSQL
Airtable
Slack- ERP and accounting
How it works
We find the information moved by hand,then connect the programs in the right direction.
The first job is writing down which information is moved by hand from one program to another today. Then we choose the main source for each type of information and set the direction of the transfer. Once connected, every transfer is followed on the dashboard.
The connection is builtThe main source and the direction of each piece of information are written down.
Followed from one dashboardWhich program is connected to which shows on the same screen.
The parts of a connection
The programs are connected,and none of them changes.
The programs you use stay where they are, and your team learns no new screen. The only change is that information stops being carried from one place to another by hand.
Each piece of information has one main source
We decide together which program is the main source for clients, products, prices and documents. The other programs take the information from there, so two records never drift apart.
No API, then a bridge
A program with an API is connected directly. For one without, a bridge is built, such as a file export or a database read; the method is written down during discovery.
Every transfer is logged
What moved when, and the cause of any failure, goes into the log. Nobody has to ask where a piece of information came from.
A stuck transfer does not stay quiet
A failed transfer is queued, reported to its owner and retried. If a record drops, you see it the moment it happens instead of at the end of the month.
Connections grow step by step
We start with the two programs between which you move the most data by hand. Once that connection settles, a third is added, and every new connection lands on the same dashboard.
It all shows on one dashboard
Which program is connected to which, how many records moved today and whether a failure is waiting show on one screen. Other systems we build connect to the same dashboard too.
Monthly report
Which program is connected to whatshows in one report every month.
The report shows the share of transfers without error, the average delay and the failures waiting. Measurement starts before set-up and is repeated the same way after it; the two results sit side by side.
- The direction and frequency of each connection are written down
- Every transfer is logged
- You hear about every stuck transfer
Frequently asked
Integrations Frequently asked questions
No. The connections are built on top of the programs you already use. Our aim is to connect the programs you have today, not to sell you new software.
Your WhatsApp Business account is connected to your client records through the official API. An incoming message is written to the right record, and the team's reply sits in the same place. The conversation never stays on one employee's phone.
We build a bridge. It can be an export file, a database read or a flow that works through the screen. The method chosen is written into the discovery report.
We choose the main source for each type of information together at set-up: the client name from the CRM, the price from the ERP, the document from the file system. In a clash the main source wins, and the clash itself is logged.
The record goes into the failure queue, its cause is written down and its owner is told. The retry rule is set at set-up. No record is skipped quietly.
The workflow runs on your own infrastructure. A record goes only to the programs you connect and is never used to train a model.
We suggest starting with the two programs between which you move the most data by hand. Once the first connection settles, adding a third takes a few days.
Discovery takes a week. In that week we work out which information changes hands and the API status of each program. The first live workflow opens within 4-8 weeks, depending on the number of programs, their API status and how clean the data is. The exact timeline for you is written in the discovery report.
Two numbers are taken on day one: how many records a week are typed by hand from one program into another, and how many hours that takes. The same two numbers are taken again once the connections are live, next to the transfer success rate and the failures waiting.
Systems we connect
Whatever program you use,it connects to the same dashboard.
The direction and frequency of each connection are written down separately. A two-way transfer opens only once it is agreed which record wins in a clash. If a program of yours is not on the list, we connect it too.
HubSpot
Client, deal and call records move both ways, in real time.
WhatsApp Business
An incoming message is written to the client record and the team's reply sits there too, so the conversation stays with the company.
Google Drive
Documents and folders sync both ways the moment they change.
Stripe
Payment and subscription records move one way, in real time.
PostgreSQL
Product, price and stock in your own database sync every hour.
ERP and accounting
Invoices, accounts and stock transfer overnight; where there is no API we build a bridge.
Where this is used
- CRM implementation: customer records move out of scattered spreadsheetsCRM implementation means bringing customer records, incoming enquiries and the sales pipeline into one system. ALTAI Digital builds it around how your team already works: you decide the required fields, duplicates merge without losing their history, and incomplete records stay visible rather than hidden. The system runs either on the platform you already use or on your own infrastructure, and the reason is written down. Weekly and monthly reports are produced in a set format.
- Ecommerce website development: a store written from scratch, owned by youEcommerce website development is writing an online store, with product management and checkout, so a business can sell on its own domain. ALTAI Digital does not build on a ready-made package or theme; the store is written from scratch in Next.js. The payment provider, marketplaces, couriers and accounting links are chosen in a discovery call. The domain, hosting and source code are registered in your name. The timeline depends on the scope and is confirmed in discovery.
- Automation agency: workflows that run in your account and never fail silentlyAn automation agency is a service firm whose job is to turn repeated manual steps into software workflows, then build and monitor them. ALTAI Digital builds each workflow in n8n, Make or Zapier and writes down why that tool was chosen. Every workflow is documented with its trigger, steps and failure handling. Every run is written to a log. A failed run is queued, reported and retried. Payments, sends and deletions wait for a person's approval. Workflows are handed over in your own account.
- n8n automation: self-hosted workflows that are documented, monitored and maintainedn8n automation means building repetitive business steps as workflows in n8n and running them on your own server. n8n is a workflow tool whose source code is public. You can host it yourself, so the data stays with you. For teams looking for an n8n expert, ALTAI Digital covers set-up, workflow design, documentation, the error queue and upkeep. Every workflow is documented with its trigger, steps and error behaviour. Discovery takes one week; the first live workflow opens within four to eight weeks.
- Invoice automation: the draft builds itself, the approval stays with youInvoice automation is a workflow that builds invoice drafts from order, delivery or contract records and sends approved ones to the accounting software. A person makes every approval. ALTAI Digital does not issue invoices. We do not replace your accountant or your accounting software, such as Xero, Exact or QuickBooks. The flow reads data from your CRM or spreadsheets and puts each draft in an approval queue. Approved records move on by API where available, otherwise by a bridge. Payment reminders and supplier invoices run in the same flow.
- AI consulting: process first, tools second, and the report is yoursAI consulting is the work of deciding, in writing and before any tool is chosen, which of your processes are worth automating. It starts with a 30-minute call, continues with a one-week discovery and ends with a six-part report. The call and the one-week discovery are both free. The scope of the discovery is agreed on the call. The report is always yours. A build is a separate decision. The report proposes a single process for the first flow, and a process that fails the tests is reported as such.
Terms explained
- CRMCRM is software that keeps customer and enquiry records in one place and ties every contact to the same record. It splits the sales process into stages. The letters stand for customer relationship management. A CRM resembles a spreadsheet, but the difference is the rules. Which fields are required, which stage a record sits in and who owns it are written into the system.
- AI agentAI agents take a goal, break it into steps and carry those steps out with tools. An agent does more than write text. It runs a search, reads a record, fills in a form or writes into another system. After each step it weighs the result and decides what comes next. Its permissions and its stopping rules are set during the build.
- n8nn8n is a source-available workflow automation tool that joins separate applications into one flow. A flow starts with a trigger and moves through steps called nodes. Each node does one job and passes the result to the next. There is a cloud version, but n8n also runs on a server the business controls. In that setup the data stays on that server.
Next step
We write the proposal after we have found the problem together
In a thirty-minute call we listen to how you work and talk through where time and customers are slipping away. If you do not need a digital fix, we will tell you that too.
30 minutes · no preparation needed
Discovery call
Root causefound together
Optionstalked through
Demoafter discovery
Next stepin writing
