Connect sales and finance
Pass the agreed customer details and invoice updates between your tools, so colleagues can find the information they need.
We check what each tool can share and change.
Part of Process automation.
Your tools can
work together.
Your team can get on with its day.
n8n connects business tools and runs the steps between them. We use it to build new workflows or fix existing ones, with a clear way to spot problems and put them right.
Someone still copies the invoice details. A lead gets stuck between the form and the CRM. Or an automation worked yesterday, but today nobody knows why it stopped.
Start with one task your team repeats. That might mean connecting HubSpot to your accounting software, processing invoices or moving customer details between tools.
Pass the agreed customer details and invoice updates between your tools, so colleagues can find the information they need.
We check what each tool can share and change.
Save the original document, collect the details you need and send incomplete cases to the right colleague.
Documents and results stay available after n8n deletes its run history.
Use AI to prepare a response or a record update, then show it to a person before it is sent or saved.
You decide which actions need approval.
These are examples of possible projects. We agree the tools, access and checks with you before building.
Here is one example: a website enquiry becomes a task in your CRM. The job is finished when the task is there for the right person.
An enquiry arrives from your website.
Check the required details and access.
Find the customer and check for an existing task.
Assign a follow-up task in the CRM.
Check that the task was saved and keep a record.
We build a way to see which steps finished and which need another attempt. Some problems can retry automatically. Others need a colleague. Repeating a step should not create a second invoice or send the same message twice.
We save important documents, research and business results separately from n8n’s temporary run history, then check they are there.
n8n can run as a hosted service or on infrastructure you manage. We help you choose a setup that fits your team, its data requirements and the people available to maintain it.
| Setup | What we need to decide |
|---|---|
| n8n Cloud | Does the plan fit your usage, data requirements and need to keep or export records? |
| Your cloud account | Who will handle updates, backups and problems? |
| Your own infrastructure | Which systems can it reach, and who keeps it running? |
| Every setup | Where do connected services process data, and which features does your n8n plan include? |
These projects show how we have used n8n to bring information together and get it to the people who need it.
An n8n workflow gathers expense data and prepares it for reporting while keeping the original records intact.
See the finance project n8n / Customer supportThe workflow checks repeat events, finds the company and identifies the account owner before sending an alert to Slack.
See the support projectWe agree what the first version should do, how to check it and who will look after it. Then we work through it with your team.
We follow the task through your tools and find where work stops, repeats or needs manual help.
We agree whether to repair, simplify or build, along with the hosting, price and checks needed before launch.
We test missing details, repeated requests and broken connections as well as the usual day-to-day work.
You get the agreed workflows and instructions, including what to do when something fails. We agree who handles support and future changes.
We agree who controls each connected account and how to remove access when it is no longer needed. Passwords stay out of handover notes.
We agree what to save, for how long and where. Important business records need to outlast n8n’s run history.
For a setup you host, we agree who makes backups and test how to restore the system.
Updates to n8n or a connected tool can affect a workflow. We agree how to test changes before they reach live work.
First projects start from CHF 4,800 for a scoped automation project or repair. We confirm scope and timing after reviewing your tools. The proposal includes the n8n plan, hosting and support needed, so you can judge the full cost before starting. A workflow means one complete business task, or a connected set of tasks, automated from start to finish. It may take several n8n workflows, other tools or pieces of code to deliver that result.
n8n is a tool for connecting software and automating tasks between it. For example, a form submission could start a process that checks the request, calculates a quote, sends it and saves the result in your CRM. We build the steps around your tools and rules.
Yes. Show us what it should do and where it gets stuck. We check what happened in the connected tools before recommending a repair, a simpler design or a replacement.
We compare your data requirements, budget and ability to maintain it. The proposal makes clear who handles updates, backups and problems with each option.
We check whether the task has already been done before repeating it. If a workflow stops halfway through, it should pick up safely without creating duplicate records or messages.
That depends on the setup and plan. We check the actual settings. Important research, documents and business results are saved separately and checked, so you can still use them after the run history is deleted.
We provide the agreed workflows and instructions, explain the common problems and show which changes your team can make. We also agree where technical support is needed.
Tell us what starts the workflow, which tools it uses and what should happen. A description of the problem is enough to begin. We can arrange a safe way to review examples later.
Show us what should happen and where it gets stuck. We’ll work out whether a repair, a simpler setup or a new workflow makes sense.
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