Workflow automation

Remove the repeated steps between your tools.

Rules that move work along on their own, with a log and an alert if something fails.

4.9 from 17 reviews on Clutch (opens in a new tab)
What we automate

Work that follows clear rules

  • Order handling

    Paid orders sent on to the warehouse or supplier.

  • Notifications

    The right person told at the right moment.

  • Approvals

    Requests routed to whoever must say yes.

  • Data entry

    Information entered once, then copied where it is needed.

  • Scheduled tasks

    Jobs that run daily or weekly without anyone starting them.

  • Alerts and logs

    A record of each run, and an alert if one fails.

Anatomy

Every workflow has three parts

A trigger, rules and an action, with a safety net around them.

  • Trigger

    The event that starts it, such as a new order.

  • Rules

    The questions it asks, such as whether the order is paid.

  • Action

    What it does, such as sending the order to the warehouse.

  • Safety net

    A log, and an alert if a step fails.

How we work

From today's steps to a working flow

Four steps, from a map of what happens now to a live workflow.

  1. 01

    Map

    Today's steps drawn out, with who does what.

  2. 02

    Design

    Triggers, rules and actions agreed.

  3. 03

    Build

    The workflow built and tested on sample cases.

  4. 04

    Run

    Live with a log, alerts and a support plan.

Technologies

What we build with

The tools we use to build workflows, and the systems they link.

Built with
  • Node.js
  • JavaScript
  • PHP
Data connections (APIs)
  • REST APIs
  • Webhooks
Connects to
  • Shopify
  • WordPress
  • ERP (business software)
  • CRM (customer records)
  • Email platforms
Industries

Industries we build for

Online stores and software for these industries. Not on the list? Tell us what you sell.

See all industries
Ways to start

Start with one workflow

  • Automate one workflow

    Good place to start
    Choose this when

    One repeated task costs your team time.

    You get

    A tested workflow with a log.

  • Workflow review

    Choose this when

    You are not sure what to automate first.

    You get

    A map of your steps and a ranked list.

  • Fix a broken automation

    Choose this when

    An existing one fails or nobody owns it.

    You get

    A review, fixes and monitoring.

Client reviews

Rated 4.9 out of 5 on Clutch

4.9 from 17 reviews on Clutch

Reviews are published on Clutch.

Questions

Workflow automation FAQ

Still have a question?
What can be automated?

Steps that follow clear rules, such as sending an order on, tagging a request or copying data. Decisions that need judgment stay with a person.

What if an automation fails?

Each run is logged and an alert goes to your team. We design for errors, so one failure does not stop everything.

Do we need new software?

Often not. We use the tools you have where we can, and tell you if something new is needed.

Who looks after it?

We can, on a support plan. It is also documented, so your team can.

Ready to remove a repeated step?

Share a short brief. We reply with next steps.

Book a call

30 minutes. Free.

Tell us about your project and we will suggest a time.

Or email us at info@estasoft.com