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Case study · AI & automation

Sales-to-billing automation on a platform the team controls

The business ran on automations that had grown one at a time, and on people carrying each deal between sales, contracts and finance. We moved the automation estate onto n8n and automated the CRM lifecycle end to end.

Client
Confidential
Sector
Undisclosed
Engagement
Migration + CRM automation
Delivered
Under NDA
Confidential
Abstract illustration of a tangle of cables and documents resolving through a single glowing line into one ordered system block
Full migration
Zapier → n8n
The automation estate moved onto one platform the team can inspect and change.
End-to-end lifecycle
Lead → billing
Lead, quote, contract e-signature, post-signature actions and billing connected as one flow.
As the trigger
Signature
A signed contract starts the next stage, instead of someone checking whether it came back.

What was breaking.

Automations had accumulated as separate workflows on a hosted per-task platform. Each one did its job, but the process as a whole was hard to see and harder to change safely.

Between the CRM, quoting, contract signature and billing, people still moved each deal along by hand, which made every stage a place for delays and re-keyed details.

The system we built.

Two tracks: move the existing automations onto n8n, then connect the CRM lifecycle on the new platform so each stage follows from the last.

  1. MigrateThe full automation estate moved from Zapier to n8n.
  2. LeadLeads captured and progressed in Zoho CRM.
  3. QuoteQuotes produced from the deal without re-keying.
  4. ContractContracts sent for e-signature; signature moves the deal forward.
  5. After signaturePost-signature actions and billing follow automatically.
Confidential
Abstract illustration of scattered, tangled cards passing through a translucent panel and leaving as neatly aligned cards with a rising bar chart
Confidential
Abstract diagram of loosely connected grey nodes on the left converging through a dark block into a single chain of teal nodes ending in a check mark

Written up at problem level only.

This engagement is under NDA. We can talk through the approach on a call; client details, screens, workflow specifics and internal figures stay private.

Automation platform
n8n
Migrated from
Zapier
System of record
Zoho CRM
Contract step
E-signature
Client details
Under NDA
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All work

Is a person still carrying deals between your tools?

Bring the path a deal takes from lead to invoice. We will show you where the handoffs are and what it takes to remove them.

Book a discovery call

30 minutes · No pitch · A written summary afterwards