Workflow Integration Automation

Connect every part of your business. Our workflow integration automations link tools, data, and communication so your systems work together — not apart.

What It Does

Workflow Integration Automation bridges the gap between your apps and processes. From CRMs and scheduling tools to payment systems and reporting dashboards, Botai builds custom automations that ensure everything operates in sync — without manual handoffs.

Key Benefits

• Eliminates repetitive data entry across multiple platforms.
• Syncs customer, appointment, and payment data in real time.
• Automates handoffs between departments or systems.
• Improves accuracy, accountability, and overall workflow efficiency.

How It Works

We connect your existing tools through smart automations. When an event occurs — like a form submission, a new invoice, or a completed appointment — the workflow automatically triggers the next step. Integrations can include Google Sheets, QuickBooks, Twilio, ClickUp, and more.

Popular Use Cases

• Syncing appointment data between Acuity, Google Calendar, and ClickUp.
• Sending invoices automatically to QuickBooks or email after job completion.
• Triggering follow-up workflows after form submissions or calls.
• Generating reports by merging data from multiple apps automatically.