Wix Business Pro logoWix Business Pro
Let's Talk →

Business process automation

Workflow automation that keeps people in charge.

Connect inquiries, approvals, notifications and your existing tools so routine steps happen without someone chasing them. Your team stays involved where judgement matters.

Tell us what you need Discuss your scope

A short message is enough. We'll help you work out a sensible starting point.

Illustrative example
Sample workflow. A person reviews before the customer update.

A website inquiry creates a CRM record and notifies the team. A manager reviews the request before an approved customer update is sent. Failed steps can be flagged for review. Integrations depend on vendor access.

Signs a workflow is ready to automate

  • 01

    Inquiries are copied by hand

    Form entries are retyped into a CRM or spreadsheet, and some arrive late or not at all.

  • 02

    Customers wait for routine updates

    Booking confirmations, order stages and reminders depend on someone remembering to send them.

  • 03

    Onboarding is a checklist in someone's head

    Every new customer needs the same forms, folders and welcome steps, done slightly differently each time.

  • 04

    Two systems disagree

    Your website, billing and scheduling tools hold different versions of the same customer.

Automation or a client portal?

Automation moves information between steps and tools in the background. A portal gives people a screen to sign in and act. Many projects use both, but they solve different problems.

Business automation

  • Runs in the background
  • Moves data between your existing tools
  • Sends notifications and creates tasks
  • Triggered by events such as a form or payment

Client portal

  • A screen customers sign in to
  • Shows their own status and documents
  • Collects requests and approvals
  • Can be the trigger for automations

Workflows we design and build

Each one starts with a written map of the steps, then gets built, tested and watched once it is live.

We automate the steps that are clear and repeatable, and keep a person on the ones that need judgement.

  • Inquiry capture and routing

    Website forms create a record in your CRM or inbox with the source, page and details attached, then notify the right person.

  • CRM integration

    Contacts, deals and notes kept in step between your website and the CRM you already pay for, where its API allows.

  • Webhooks and API sync

    Events from one system, such as a payment or booking, update another system automatically.

  • Notifications

    Email or team alerts for new requests, overdue items and status changes, sent to the people who need them.

  • Intake and onboarding

    A new customer receives the right forms and next steps, and your team gets a consistent checklist.

  • Booking follow up

    Confirmations, reminders and post appointment messages connected to your scheduling tool.

  • Approvals

    Requests wait for a named person to approve before the next step runs.

  • Order and status updates

    Customers hear about progress when a stage changes, without anyone writing the same email again.

  • Monitoring and error handling

    Failed steps are logged and flagged so a person can fix them, instead of disappearing quietly.

We verify each tool's API access, plan limits and data rules before committing to an integration. If a connection is not possible, we say so during scoping.

When is automation worth building?

Not every task deserves custom work. A setting in a tool you already own, or a simple connector service, is sometimes enough.

A simpler option may be enough when

  • The task happens a few times a month
  • Your current tools already include a built in option
  • The steps change every time
  • A mistake would be hard to notice or undo

A custom build makes sense when

  • The same steps repeat many times each week
  • Delays or missed handoffs cost you customers
  • Data has to match across several systems
  • You need logs and alerts you can rely on

How an automation project runs

  1. 1

    Map the current process

    We list every step, tool and person involved, including the exceptions people handle by memory.

  2. 2

    Choose what to automate

    We pick the clear, repeatable steps first and agree where a person stays in the loop.

  3. 3

    Confirm access

    We check API access, permissions and data handling for each tool before building.

  4. 4

    Build and test

    Each workflow is tested with sample data, including what happens when a step fails.

  5. 5

    Launch and monitor

    We watch the first runs closely and adjust, with ongoing monitoring available as agreed in your plan.

Related services

By industry

Business automation for your industry

See how we apply this work for specific kinds of businesses, with real portfolio examples on each page.

Frequently asked questions

Describe one task your team repeats every week

A sentence or two is enough. We will reply personally and tell you whether it is worth automating, and what a sensible first step would look like.

010 / Let's start

We do all the
boring work
for you.

Work with a team that looks after your website, search visibility and systems, so you can focus on running your business.

Ask About Your Project

Start now