Automation and integrations
A request reaches the CRM, the customer gets a reply, a payment is marked in the system, and the team works with people instead of moving data.
Discuss your projectAutomation and integrations
Automation that takes routine off the team
Payments, messengers, notifications and scenarios work together: data moves from the website to the CRM, the customer gets a reply, and the owner sees the picture without hand-built reports.
Where the team spends time on routine
Familiar situations that make requests get lost and people copy data instead of working with customers.
- Data is moved by hand between the website, chats, spreadsheets and the CRMServices are connected: a request and a payment reach the system on their own, with no copying
- A new request waits until someone notices itThe manager is notified at once, and the customer gets a confirmation without waiting
- Booking reminders and repeat follow-ups are done by hand and get forgottenScenarios remind about the booking, ask for a rating after the visit and bring the customer back at the right moment
- Payment statuses are reconciled by hand and the books show mismatchesA payment is marked in the CRM automatically, and the owner sees revenue and payments received separately
- Reports on requests and advertising are put together at weekendsSummaries of requests, payments and sources are assembled on their own and sent to the owner
What you get
Automation does not replace the team: it takes over the repetitive work so that people can focus on customers and decisions.
The team's time freed up
Moving data, reminders and notifications happen on their own. Employees work with customers instead of copying between windows.
Requests do not get lost
Every enquiry from the website, a messenger or the app reaches the CRM with a source and a status, and the manager gets a notification.
A fast reply to the customer
A confirmation, an order status and a reminder reach the customer at once, not when the manager gets round to the enquiry.
Fewer mistakes
Data moves between systems by rules, not from employees' memory: fewer typos, duplicates and forgotten steps.
One picture of the data
The website, messengers, payments and the CRM work on the same data: statuses match and reports are assembled without reconciliation.
Growth without growing routine
As enquiries increase, the repetitive part of the work is done by scenarios, not by hand.
Integrations
We connect your product to the services your business already uses. What is possible depends on the API, access terms and country — we verify this before the work starts.
Payment services
Customers pay for an order or a service inside the app
Provider chosen per country and business
Payment service
- Payment for orders and services
- Payment status in the CRM
- Refunds — subject to the provider
- Subscriptions — where available
- Country availability checked first
Telegram and WhatsApp
Notifications and conversations where your customers already are
WhatsApp — via the Meta API
Bots · notifications
- Telegram bots and Mini Apps
- Order notifications
- Chat enquiries into the CRM
- WhatsApp — after approval
- Broadcasts — within platform rules
CRM and accounting
Enquiries, orders and customer history in one system
Built-in CRM or an external one
One customer database
- CRM and admin panel
- External CRM via API
- Accounting — after an API review
- Staff roles and permissions
- Customer request history
Google, Meta, API and AI
Advertising and sales data for the owner's decisions
API access — per platform rules
Reports · API · AI
- Analytics for enquiries and payments
- Conversions for Google and Meta
- Data exchange over API
- AI — after reviewing the terms
- Reports for the owner
Service names are used to describe tasks; no partner status is claimed. In the CODE SCALE interactive concepts no external services are connected — they demonstrate interface scenarios.
How it works in practice
Examples of scenarios: what happens on its own after the customer takes an action. We define the exact scenarios after reviewing your processes.
A new request
- The customer leaves a request
- The request is in the CRM with its source
- The manager gets a notification
- The customer gets a confirmation
A payment
- The customer pays
- The payment status updates in the CRM
- The customer gets a confirmation
- Revenue appears in the owner dashboard
A booking
- A booking is created
- It appears in the schedule
- A reminder a day and an hour before
- After the visit, a request for a rating
Bringing a customer back
- The customer has not been in touch for a while
- A message in the messenger
- A personal offer
- A repeat booking or order
A report for the owner
- The end of the day or week
- A summary of requests and payments
- Request sources
- The report goes to a convenient channel
When you need automation
- Requests come from several channels and have to be moved by hand
- Managers spend time on reminders, confirmations and payment reconciliation
- The customer should get a reply and a status at once, even when the team is busy
- The owner wants to see requests, payments and sources without hand-made reports
We start with the single most time-consuming process and add the rest once it works.
How we implement automation
- We find the routineWhich actions repeat, where data is moved by hand and where requests are lost.
- We check what is possibleThe API, the services' access terms and the country: we make sure the connection is possible before work starts.
- We set up scenarios and integrationsNotifications, reminders, payment statuses and data exchange between services.
- We launch and improveWe watch how the scenarios run, look at the numbers and add new ones.
Let's discuss what to automate in your business
Tell us which actions in your team repeat most often and where requests get lost. We will suggest scenarios and integrations for your services.