Automation and integration

Business process automation that connects your systems, so work moves without anyone retyping it.

Our business process automation is for operations, finance and IT leads whose teams copy data between systems by hand. We map the process, remove the steps that aren't needed, and connect the rest through official APIs.

eORB Solutions Inc provides business process automation and systems integration for operations, finance and IT leads. We map how work actually runs and remove the steps that aren't needed. Then we connect your CRM, ERP, accounting, calendars and payments through official APIs. Every run is logged, and every failure alerts a named person on your team.

Work that depends on people retyping it

An inquiry is copied from the website into a spreadsheet, then into the CRM, then passed to accounts by message. Quotes go out days after the request, and invoices are chased by hand. Nobody sees this month's numbers until next month.

What changes

Inquiries reach the right person quickly

Every inquiry is captured, scored, assigned and followed up, from any channel.

Quotes and invoices move without paper

From request to signed quote to paid invoice, with payment links.

Reminders go out on time

Appointments, renewals, deliveries and overdue items, by email, SMS or WhatsApp, with consent.

Systems share one record

CRM, ERP, accounting, calendars and payments connected through their official APIs, not screen scraping.

One agreed number

A dashboard with the measure agreed in writing, updated every day.

What does business process automation include?

  • Inquiry and lead routing

    From any channel to the right person, with follow-ups that happen on schedule.

  • Quote to cash

    Quote, e-signature, invoice and payment link in one flow, set up for the tax rules you work under.

  • Reminders and follow-ups

    The messages your team would otherwise forget, sent on time and with consent.

  • Systems integration

    The CRM, ERP, accounting, e-commerce and calendar tools you already run, connected through their APIs and webhooks.

  • Data pipelines and dashboards

    Data from your systems collected, cleaned and joined, so each question has one answer.

  • Monitoring

    Every run logged and every failure sent to a named person, so nothing fails silently.

How does an automation project run?

1

Map the real process

A 30-minute conversation, then the process as it actually runs, exceptions included, before any tool is chosen.

2

Remove before automating

Steps that exist only out of habit are removed, not automated.

3

First flow in two weeks

One working flow on your real systems, previewed before you sign off.

4

Build in stages

Each dated stage adds flows, and nothing goes live without your yes.

5

Grow

A named lead, every run logged, and one page of numbers each month.

Built withPython and Go, PostgreSQL and Redis, official APIs and webhooks, and the WhatsApp Business API.

Questions buyers ask

Which systems can you connect?
We connect any system that has an official API or webhooks. That covers most CRM, ERP, accounting, e-commerce, payment, calendar and email tools, as well as WhatsApp through the WhatsApp Business API. If a system has no API, we tell you plainly and propose the safest alternative before any work starts.
Do you use no-code tools or write custom code?
Both, chosen by what the process needs and who will maintain it. Simple flows can run on a visual workflow tool your team can edit. Flows with real business logic, high volume or sensitive data are written in code. We agree the choice with you in writing before building.
How do we know the automation is working?
Every run is logged, and a dashboard shows how many runs succeeded and which failed. Each failure alerts a named person on your team, with the details needed to fix it. A named lead also reports the agreed measure on one page each month.
Is our data safe?
Credentials are kept in a secrets vault, and data moves over encrypted connections. Each flow stores only the data the process needs, for as long as it needs it. Your data and accounts belong to you from the first week. Access is limited to the people and systems that need it.
How much does business process automation cost?
It depends on scope. Share your website and we'll come back with a clear plan and a written estimate. Scope, dates and the measure of success are agreed in writing before work starts. If a stage isn't delivered by its written date, you don't pay for that stage.

Stop moving data by hand