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AI and automation

Workflow Automation Services

Stop copying data between systems by hand. Vibidsoft designs and builds automations that connect your CRM, ERP, LMS, eCommerce, email and finance tools, with AI steps where they help and human approval where they matter.

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  • 450+ projects delivered
  • Outcome-based pricing

Platforms we work with

  • n8n logon8nSelf-hosted, open workflows with AI agent steps and full data control
  • Zapier logoZapierThe quickest way to connect thousands of popular business apps
  • Make logoMake: Visual, multi-step scenarios with branching at lower running cost
  • Power AutomateFlows across Outlook, Teams, SharePoint and Dynamics 365

The leading platforms

n8n, Zapier, Make and Microsoft Power Automate. We pick the one that fits your apps, volumes, budget and data rules.

Custom code when you outgrow them

When a workflow gets too complex, too busy or too costly for a platform, we move it into reliable custom code in Python or Node.js.

Built to run reliably

Every automation ships with error handling, retries, logging of every run and monitoring with alerts, so nothing fails silently.

Apps we connect

Automate across the tools you already use.

86+ popular apps, and any other system with an API or webhook. Search for yours.

  • HubSpotCRM and sales
  • SalesforceCRM and sales
  • Zoho CRMCRM and sales
  • PipedriveCRM and sales
  • Microsoft Dynamics 365CRM and sales
  • FreshsalesCRM and sales
  • vTigerCRM and sales
  • SuiteCRMCRM and sales
  • GoHighLevel (GHL)CRM and sales
  • GmailEmail and messaging
  • OutlookEmail and messaging
  • SlackEmail and messaging
  • Microsoft TeamsEmail and messaging
  • WhatsApp BusinessEmail and messaging
  • TwilioEmail and messaging
  • ZoomEmail and messaging
  • Google CalendarEmail and messaging
  • CalendlyEmail and messaging
  • MailchimpMarketing
  • KlaviyoMarketing
  • ActiveCampaignMarketing
  • BrevoMarketing
  • Meta Lead AdsMarketing
  • Google AdsMarketing
  • LinkedIn Lead Gen FormsMarketing
  • TypeformMarketing
  • JotformMarketing
  • Google FormsMarketing
  • QuickBooksFinance and payments
  • XeroFinance and payments
  • Zoho BooksFinance and payments
  • TallyPrimeFinance and payments
  • StripeFinance and payments
  • PayPalFinance and payments
  • RazorpayFinance and payments
  • WiseFinance and payments
  • ChargebeeFinance and payments
  • ShopifyeCommerce and shipping
  • WooCommerceeCommerce and shipping
  • Adobe Commerce (Magento)eCommerce and shipping
  • BigCommerceeCommerce and shipping
  • Amazon Seller CentraleCommerce and shipping
  • ThriveCarteCommerce and shipping
  • ShipStationeCommerce and shipping
  • ShiprocketeCommerce and shipping
  • EasyshipeCommerce and shipping
  • Google SheetsDocuments and files
  • Microsoft ExcelDocuments and files
  • AirtableDocuments and files
  • NotionDocuments and files
  • Google DriveDocuments and files
  • DropboxDocuments and files
  • SharePoint and OneDriveDocuments and files
  • DocuSignDocuments and files
  • PandaDocDocuments and files
  • JiraProjects and support
  • AsanaProjects and support
  • TrelloProjects and support
  • ClickUpProjects and support
  • monday.comProjects and support
  • ZendeskProjects and support
  • FreshdeskProjects and support
  • IntercomProjects and support
  • GitHubProjects and support
  • Your LMS (open-source or custom)eLearning and HR
  • Canvas LMSeLearning and HR
  • TalentLMSeLearning and HR
  • LearnDasheLearning and HR
  • Google ClassroomeLearning and HR
  • BambooHReLearning and HR
  • KekaeLearning and HR
  • WorkdayeLearning and HR
  • OpenAI (ChatGPT)AI and data
  • Anthropic ClaudeAI and data
  • Google GeminiAI and data
  • xAI GrokAI and data
  • Mistral AIAI and data
  • DeepSeekAI and data
  • PerplexityAI and data
  • Azure OpenAIAI and data
  • MCP serversAI and data
  • PostgreSQLAI and data
  • MySQLAI and data
  • BigQueryAI and data
  • PineconeAI and data
  • Any REST API or webhookAI and data

Workflow Automation

Workflow automation services

n8n workflows and self-hosting

Workflows in n8n, including AI agent steps, plus self-hosted n8n on your own cloud for data control and predictable cost.

Zapier and Make automations

New automations, clean-ups of tangled existing ones, and documentation so your team can maintain them.

Power Automate and Microsoft 365

Flows for Outlook, Teams, SharePoint and Dynamics, with Copilot Studio where it fits.

AI agents in your processes

Steps that read documents and emails, classify requests, draft replies or extract data, with a person approving sensitive actions.

Learn more

Integrations and custom connectors

Connections to systems without a ready-made connector, through their APIs, webhooks or MCP servers.

Learn more

Migrations between platforms

Moving Zapier or Make workflows to n8n or custom code to cut subscription costs or keep data in your region.

Workflow Automation

Processes we automate most

The workflows clients ask us for most, each built with the right platform, AI where it helps and a person approving what matters.

Sales and CRM

  1. Lead capture
  2. Enrichment
  3. Routing
  4. Follow-up

Finance

  1. Invoice intake
  2. PO matching
  3. Approvals
  4. Reconciliation

Customer support

  1. Ticket triage
  2. Suggested replies
  3. Escalation

eLearning

  1. Enrolments
  2. Reminders
  3. Certificates
  4. Compliance reports

eCommerce

  1. Orders
  2. Stock updates
  3. Returns
  4. Product data

Operations and HR

  1. Onboarding
  2. Document handling
  3. Reporting

Workflow Automation

How we build reliable automations

Four steps from a manual process to an automation you can trust.

  1. STEP 01

    Automation audit

    We map your current process, the systems involved and the time it takes, and pick the automations worth building first.

  2. STEP 02

    Design

    Triggers, steps, data mapping, approvals and what happens when something fails, agreed in writing.

  3. STEP 03

    Build and test

    On test data first, then on a small share of real cases before the full switch-over.

  4. STEP 04

    Run

    Monitoring and alerts, logs of every run, and a care plan for changes when your tools or processes change.

Modernize & Rescue

Automations breaking, duplicated or nobody knows how they work? We audit your existing Zapier, Make or n8n workflows, fix the fragile ones and document everything.

Get a free code review

FAQ

Workflow Automation questions, answered.

Ask an engineer
What is workflow automation?
Workflow automation means letting software carry out repeated business steps, such as moving data between systems, sending follow-ups or routing approvals, instead of people doing them by hand. Vibidsoft builds these workflows on platforms like n8n, Zapier, Make and Power Automate, or in custom code.
n8n, Zapier or Make: which should I use?
Zapier is quickest for simple automations between popular apps. Make handles more complex, visual workflows at lower cost. n8n suits technical teams and high volumes, can be self-hosted to keep data in your region, and supports AI agent steps. Vibidsoft recommends one after looking at your systems, volumes and data rules.
How much does workflow automation cost?
Vibidsoft starts with a fixed-price Automation & AI-readiness audit from $3,000, which maps your processes and prioritises what to automate. Builds are priced as milestones with a fixed price each, and running automations can go on a care plan, quoted by scope. We never bill by the hour.
Can you add AI to our workflows?
Yes. We add AI steps that read documents and emails, classify requests, extract data or draft replies, with guardrails, usage limits and a person approving sensitive actions such as payments or customer messages. See our AI development page.
Can you move our Zapier or Make workflows to n8n?
Yes. Vibidsoft migrates workflows to n8n or to custom code, usually to reduce subscription costs at high volumes or to keep data on your own servers. We rebuild, test side by side and switch over without losing runs.
Is self-hosted n8n secure?
It can be very secure when set up properly: on your own cloud account, behind authentication, with encrypted credentials, regular updates, backups and monitoring. Vibidsoft sets this up and can keep it maintained on a care plan.
What happens when an automation fails?
Every Vibidsoft automation includes error handling, retries, logging and alerts, so a failed run is noticed and can be replayed instead of silently losing data. We agree upfront who is alerted and how quickly issues are handled.
How long does it take to automate a process?
A single, well-defined workflow often takes one to three weeks from design to live, including testing. Larger programmes are delivered in milestones, starting with the automations that save the most time.

Related services

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Spending hours on manual work?

Tell us which process slows your team down. We will show you what can be automated and what it would cost.

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Disclaimer: All product names, logos and brands shown on this page, including n8n, Zapier, Make, Microsoft Power Automate and the apps listed above, are trademarks or registered trademarks of their respective owners. They are used for identification purposes only, to describe platforms and apps we build integrations for. Their use does not imply any affiliation with, sponsorship by or endorsement of Vibidsoft by those owners. The Make logo is used in line with Make's brand guidelines. If you own one of these marks and would like it changed or removed, please email [email protected].

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