Closed deal to invoice
A closed deal in the CRM creates the invoice in your billing tool, and the payment status comes back to the CRM.
03 · Automation
Workflow automation and integrations.
We automate the work that moves between your tools and teams after a deal is closed and inside the back office: CRM and billing sync, onboarding, handoffs and reporting pipelines. We build on n8n and Make.com, connect your tools through APIs, and write custom connectors where native integrations fall short.
What we build
What can we automate for your team?
Lead capture, scoring and routing before a deal is closed are part of GTM engineering.
CRM and billing sync
Sync between your CRM and billing tools such as Stripe.
Onboarding and handoffs
Onboarding and handoff workflows between teams.
Custom API connectors
Where native integrations fall short, we write custom connectors in Python.
- Python
- Webhooks
Error handling, alerts and logs, so a failed run doesn’t go unnoticed.
Every workflow is documented, so your team knows what runs, why, and how to change it.
How we work
How do we build an automation?
- 01
Map
We document the current process and the data it uses.
- 02
Build
In n8n or Make.com, with custom code in Python where needed.
- 03
Monitor
Error handling, alerts and logs, so a failed run doesn’t go unnoticed.
- 04
Document and hand over
Your team knows what runs, why, and how to change it.
Who it is for
Do you need workflow automation?
Good fit
- Data is copied between tools by hand.
- A closed deal needs several manual steps before the customer gets an invoice.
- Native integrations sync only part of the data.
- Automations exist, and nobody knows how they work or when they fail.
Not sure yet?
The Technical Diagnostic maps your systems, data and workflows in 2–3 weeks and tells you what to build first.
See the Technical Diagnostic →Tools
Built with
- n8n (cloud and self-hosted)
- Make.com
- HubSpot
- Pipedrive
- Airtable
- Marketo
- Python
- APIs and webhooks
Related services
Often combined with
Most projects touch more than one area.
FAQ
Frequently asked questions
Not sure where to start? The Technical Diagnostic is the first step for every build.
n8n or Make.com?
n8n fits complex logic, code steps and self-hosting. Make.com fits fast visual scenarios on a hosted platform. We recommend one after looking at your processes and data requirements.
Can it run self-hosted in the EU?
Yes. n8n can run on your own infrastructure, so data stays where you decide.
What happens when a workflow fails?
You get an alert, the error is logged, and the workflow is built to retry or stop safely.
Who maintains it?
Your team, with the documentation and training we provide. Or us, through ongoing support.
Do we need to replace our tools?
No. We connect what you already use before recommending anything new.
Proof
Trusted by high-growth teams
“Mateusz has a unique ability to bridge the gap between marketing, sales, and tech. He brings a rare mix of technical acumen and strategic thinking that consistently pushed our projects forward.”
Tell us what slows your team down.
A 30-minute call. We’ll tell you what we’d build first.
What happens next
- 130-min callWe look at your situation and tell you what we would build first.
- 2Technical Diagnostic2–3 weeks, fixed scope: audit report and roadmap.
- 3Build in sprints4–6 weeks each, documented and handed over.