CRM & Lead Automation
Capture enquiries, assign leads, update stages, schedule reminders and trigger follow-ups automatically.
Business AutomationWorkflows that run without constant manual chasing
Automate Repetitive Work. Keep Your Team Focused.
Codory builds custom automation systems for leads, messaging, billing, orders, inventory, reporting and internal operations—connecting the tools your business already uses.
CRM & Leads
Messaging
Billing
Operations
Automation Engine
Rules, triggers and actions
Workflows active
Lead capturedWebsite / ads / CRM
Follow-up sentWhatsApp / SMS / email
Invoice createdBilling & payment flow
Report updatedDashboard & alerts
12
Active workflowsRunning automatically
Real-time actionsTrigger → rule → result
Lead AutomationCapture, assign, follow up and remind
Billing & PaymentsInvoices, reminders and payment updates
Orders & InventoryStock, order status and team actions
Reports & AlertsDashboards, scheduled reports and notifications
What we automate
Connect the repetitive parts of your business
Automation should remove unnecessary manual steps without forcing your team into a completely different way of working.
WhatsApp, SMS & Email
Send transactional updates, reminders, confirmations and follow-up messages from business events.
Billing & Invoice Workflows
Create invoices, record payments, send due reminders and synchronize finance-related status changes.
Orders & Inventory
Track order stages, monitor stock, create alerts and automate routine operational actions around inventory.
Internal Team Workflows
Automate approvals, task creation, escalations, status updates and recurring operational checklists.
Dashboards & Reporting
Combine operational data into dashboards, scheduled reports and real-time alerts for your team.
From trigger to action
Build workflows around what actually happens in your business
A useful automation starts with a real event—new lead, order, payment, low stock, support request or approval—and then performs the right next actions automatically.
01TriggerA lead, payment, order, form or scheduled event starts the workflow.
02RulesConditions decide what should happen and who should receive it.
03ActionsCreate tasks, update CRM, send messages, generate documents or call APIs.
04SyncKeep connected systems and business records consistent.
05MonitorTrack outcomes, failures and performance from a central view.
Connected automationUse your existing tools together
We can connect business systems through APIs, webhooks, databases and custom application logic.
CRMLeads & customers
MessagingWhatsApp / SMS
PaymentsGateway events
DatabaseBusiness records
OrdersCommerce flow
Custom APIsExternal systems
Automation examples
Practical flows your team can stop doing manually
These are examples of the kinds of connected workflows we can build around your actual systems and business rules.
New lead arrives
Assign owner → update CRM → send WhatsApp acknowledgement → create follow-up reminder.
Payment received
Update invoice → mark account paid → send confirmation → notify the responsible team.
Stock gets low
Detect threshold → alert team → create purchase task → update dashboard status.
Order is placed
Create internal task → send customer update → sync order data → schedule next-stage action.
Daily report is due
Collect data → calculate metrics → generate report → send by email or WhatsApp automatically.
Support request arrives
Route by category → create ticket → notify agent → send status updates and follow-up.
How we build it
Automation starts with your existing process
We map the manual workflow first, then automate only the steps that are reliable and useful to automate.
Process Mapping
We identify repetitive work, handoffs, delays and the systems involved.
Workflow Design
Triggers, rules, actions, exceptions and required data are defined.
Integration
APIs, databases, messaging and business tools are connected securely.
Testing
Normal flows, edge cases and failure handling are tested before rollout.
Monitor & Improve
Logs, alerts and usage feedback help refine the automation over time.
Start with one workflow
Show us the manual process you want to eliminate.
Explain what your team currently does step by step. We can identify what should be automated, what should stay manual and how the systems can connect.
Business Automation FAQs
Questions to answer before automating a workflow
Useful guidance on choosing processes, connecting existing software, handling failures and keeping automations maintainable.
Which business process should we automate first?
Start with repetitive work that happens frequently and follows clear rules—such as lead assignment, follow-up reminders, payment notifications, order updates, approvals or recurring reports. We map the process before building anything.
Can you connect the software we already use?
Usually yes. We can connect CRMs, forms, databases, payment gateways, WhatsApp or SMS providers, ecommerce systems and custom software when they provide suitable APIs, webhooks or database access.
Do we need to replace our current CRM or accounting software?
Not necessarily. The objective is often to connect existing systems and remove manual handoffs between them. Replacement is considered only when the current tool prevents the required workflow.
Can you automate internal approvals and team tasks?
Yes. Workflows can create tasks, route approvals, escalate overdue actions, notify managers, update records and maintain an audit trail for operational processes.
What happens when an API or third-party service fails?
Important workflows can include validation, retries, failure logs, fallback actions and alerts so a temporary external failure does not silently lose a lead, payment event or business action.
Can an automation be changed after our process changes?
Yes. Rules, triggers, actions and integrations can be adjusted as your process evolves. We recommend modular workflows so future changes do not require rebuilding the entire system.
Do staff need to share passwords for automation?
Where possible, no. We prefer API keys, OAuth, service accounts, webhooks and scoped credentials rather than sharing normal staff login passwords with automated processes.
Can you build dashboards and alerts together with the automation?
Yes. Automation projects can include operational dashboards, scheduled reports, failure alerts and management notifications so your team can see what the workflows are doing.