Business automation that connects your systems and ends the re-keying

Business automation connects the systems you already run so that an event in one of them triggers the next step by itself: a lead from the website is opened in the CRM and gets a first reply, a closed deal produces an invoice, a store order creates a shipment. The processes worth automating first are the ones that repeat every day and involve copying data by hand: lead intake, first response on WhatsApp, quotes and invoices, payment reminders, inventory sync and reporting. During mapping we measure how many hours a month each process consumes and start with the one that saves the most. Nothing is automated on a hunch; the saving is counted before the build begins.

Setup is priced by the number of systems connected and the number of scenarios, not by company size. A WhatsApp bot with automatic replies and a CRM connection is usually a project of a few thousand shekels; a full lead flow with quotes sits in the middle; automation that also links accounting, inventory and shipping costs more. Our cost guide in the blog sets out the structure, and the exact figure for your business follows the process mapping. Alongside the one-off build there is a monthly cost for the tools themselves - the CRM, the WhatsApp messaging provider and the automation platform - which depends on usage volume, plus ongoing upkeep of the connections.

Plain automation follows a fixed rule: if a form is submitted, open a lead; if a deal closes, issue an invoice. It is cheap, fast and predictable, which is why it is the foundation of most processes. AI comes in when the input is free text that a rule cannot interpret: classifying a WhatsApp enquiry, summarising a call into a CRM note, extracting an amount and date from a scanned invoice or drafting a first reply in Hebrew. In our builds every AI output passes a validation rule before it changes a record, and when confidence is low the item goes to a person. You get the flexibility without letting the model invent anything.

The ones you already run, and in particular the Israeli ones an international integration does not know: Green Invoice (Morning), iCount, Rivhit, Hashavshevet and Priority on the accounting side, including allocation numbers and VAT; Fireberry, Powerlink, Monday, HubSpot and Zoho on the CRM side; WhatsApp Business API, Israeli card clearing, courier companies, Shopify and WooCommerce, Google Sheets and calendars. Where a system has no open API we work through scheduled file export and import. Every connection has a field mapping and a defined failure path, so a record is written once and lands in the right place.

Whichever will hold up over time for the specific process. Make and n8n have the edge when the scenario is simple and you want to see and edit it yourself; n8n also runs on your own server, which matters when the data is sensitive. Zapier is convenient for American SaaS but lacks the Israeli systems. When the process is complex, the volume is high or real business logic is needed, we write the connection in code on top of the systems’ APIs, with tests and a log. The answer is often a mix of both, and the choice is explained in the specification document so you know why.

A single focused automation, such as routing website leads into the CRM with a first reply on WhatsApp, usually goes live within one to three weeks from mapping to running. A wider setup connecting several systems - CRM, invoicing, inventory and shipping - is measured in one to two months, because each connection is a small project with its own testing. We launch gradually: one process first, running alongside the manual work, compare the results, and only then switch the manual work off and move to the next process. That order keeps the business running while the automation proves itself.

It does not fail quietly. Every run is logged with its input, output and result; a failure sends an alert by WhatsApp or email to the people you named, and the record that did not go through is queued and retried instead of vanishing. Invoicing and CRM APIs change from time to time without notice, so after launch we stay on ongoing upkeep: monitoring, updating the connections and responding when something stalls. You get access to the run log, so even without contacting us you can see what ran, what failed and why.

Yes, and most of our automation clients are businesses of two to twenty people with no IT department. You do not need to know what an API is: during mapping we talk about leads, invoices and working hours, and we take the technical side. After launch the team gets a short walkthrough and a document explaining what runs and when, and the parts you can edit yourselves - a bot script or a message template - are left open for editing. Ongoing upkeep covers the rest.