Workflow and integration projects

Custom automations

When a specific process does not fit a standard solution, we scope automation around the actual workflow.

Start with the process, not a tool list

Lightfire sales systems cover recurring functions with a defined scope. Custom automation starts with a specific need, connects steps and tools where feasible, and is validated with the team that uses the process.

Starting points

Processes that can be considered

These are possibilities to assess, not a list of completed projects.

POSSIBILITY

CRM and data

Synchronizing information across systems and updating records where integrations allow.

POSSIBILITY

Internal approvals

Notifications and approval steps using rules set by the company.

POSSIBILITY

Customer service and routing

Collecting information and routing requests to the right team.

POSSIBILITY

APIs and recurring tasks

Workflows between tools or APIs, subject to access and technical feasibility.

Project stages

From discovery to validation

  1. 01

    Levantamento

    We map the process, tools, rules, and exceptions.

  2. 02

    Proposta

    We define scope, integrations, dependencies, responsibilities, and validation criteria.

  3. 03

    Implementação

    We build the agreed workflow using approved access and environments.

  4. 04

    Validação

    We test expected behavior with the team and adjust items included in scope.

Integrations depend on an available API or connector, access permissions, and technical review. The proposal defines responsibilities for accounts, data, code, hosting, licenses, and third-party services. Continuity depends on these terms and maintenance of the components.

Standard or custom?

Choose based on the process to solve

Lightfire sales systems are standardized solutions for functions such as qualification, scheduling, and follow-up. Custom automation is considered when a process needs a different workflow or dependencies.

Explore sales systems

FAQ

Custom project questions

When does a custom automation make sense?

When a workflow has rules, exceptions, or integrations not covered by a standard system. We assess the need before recommending custom development.

Which tools can be integrated?

It depends on available APIs or connectors, access, technical compatibility, and vendor terms. The proposal identifies what is confirmed and what still needs validation.

How are exceptions handled?

Exceptions are mapped during discovery. When a workflow cannot decide safely, it can flag or route the case to a person if included in scope.

Next step

Tell us how the process works today.

The conversation helps map the need; scope follows a technical assessment.