Step 1 · We map the systemsWhich data passes from hand to hand today?
IntegrationsYou have the systems,they just do not talk to each other.
CRM, ERP, accounting, calendar, messaging and file systems join one flow. For each kind of data there is exactly one source of truth, so entering the same record twice disappears and the chance of drift closes.
Systems we connect
- HubSpot
WhatsApp Business
Google Drive
Stripe
PostgreSQL
Airtable
Slack- ERP and accounting
How it is built
We map the systems,then we connect them.
The first job is working out which data passes from hand to hand today. Then we choose the source of truth for each kind of data and write down the direction of flow. Last, we start measuring the health of that flow.
Step 2 · The connection is builtThe source is chosen, the direction written.
Step 3 · It is watched and growsThe health of the flow becomes a number.
What it can do
It connects the systemsand replaces none of them.
The six modules come down to four questions: which system is the source, which way the data flows, which transfer failed, and who heard about that failure.
One source, many targets
We decide together which system is the source of truth for client, product, price and document records. Transfers to the others are set up one-way or two-way, and the rule is written down.
An API where there is one, a bridge where there is not
A system with an API is connected directly; for one without, we build a bridge. Which method will be used is written into the discovery report, so the build does not start on a guess.
Every transfer is logged
What moved, when it moved, and the reason if it failed: all of it is written to the audit log. You never have to ask anyone where an output came from.
A failure does not stay quiet
A failed transfer lands in a queue, is reported to its owner and is retried. If a record was dropped, you see it the moment it happens rather than at the end of the month.
Existing systems stay where they are
The CRM, ERP or accounting package you use does not change. The integration is built on top of them and the team does not learn a new screen.
The health of the flow is visible
Transfer success rate, average delay and the number of waiting errors sit in the monthly report. Before and after are compared with the same measure.
Monthly report
One flow table,ready for every stakeholder.
Which system talks to which, which way the data flows, which transfer is waiting: all in one report. The measurement plan is written before the build and the same measurement is repeated afterwards.
- Direction and frequency written down
- Every transfer is logged
- The error queue does not stay quiet
Frequently asked
IntegrationsFrequently asked questions
No. The integration is built on top of the systems you use. The aim is not to sell you new software; it is to connect the tools you already have.
We build a bridge: an export file, a database read, or a flow that works through the screen. Which method will be used is written into the discovery report, so the build does not start on a guess.
That is decided per connection. In a one-way flow one system is the source and the other is a mirror. A two-way flow is opened only once a conflict rule exists; without a written rule, two-way is not built.
We choose the source of truth for each kind of data together during the build: the client name from the CRM, the price from the ERP, the document from the file system. When a conflict appears the source wins, and the conflict itself is written to the log.
The record lands in the error queue, the reason is written down and its owner is notified. The retry rule is set during the build. No record is silently skipped, and the number of unnoticed outages is zero.
The flow runs on your own infrastructure. A record only goes to the systems you connected, and it is not used to train models.
We suggest starting with the two systems you move data between by hand most often. Once that flow is running, adding a third takes days.
Discovery takes a week. In that week we work out which data passes from hand to hand and what the API situation is for each system. The first live workflow opens within 4-8 weeks; the range depends on the number of systems, the API situation and data quality. Your own timeline is written into the discovery report.
Two numbers are taken on day one: how many records a week are typed by hand from one system into another, and how many hours that takes. The same two numbers are taken again after the flow opens, next to the transfer success rate and the number of waiting errors.
Connected systems
Whatever tool you use,it joins the same flow.
The direction and frequency of every connection is written separately. A two-way flow is opened only once a conflict rule has been agreed. If you run something that is not on this list, we connect that too.
HubSpot
Client, deal and activity records flow two ways, in real time.
WhatsApp Business
Messages and notifications connect both ways, and the correspondence 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 hourly.
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 is free; the one-week discovery is paid, and its scope and fee are 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.
- n8nn8n is an open-source 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.
- Workflow automationWorkflow automation is the practice of writing down a repeated task as a rule and handing that rule to software. A flow starts with a trigger: a time of day, a form response, or a call from another system. Steps follow. Each step does one job and passes the result to the next one. Conditions decide which way the flow goes, and a step can wait for human approval.
Next step
The process first, the proposal after
In a short discovery call we map the process together and tell you plainly whether it is worth automating. If it is not, we say that too.
30 minutes · no preparation needed
Discovery call
Process maptogether
Automation candidatesprioritised
Measurement planin writing
Next stepclear
