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Automation

Workflow Automation & API Integration

Reduce copy-and-paste work by connecting the systems people already use and automating the predictable parts of a process.

What we can take on

What we can take on

  • Power Automate and Microsoft 365 workflows
  • API and webhook integrations
  • Ticketing / PSA / RMM automations
  • User onboarding and offboarding workflows
  • Approval and notification flows
  • CRM / ERP / form integrations when included in the engagement
  • Alert-to-ticket and event routing
  • Scheduled reporting and data movement

Signs it needs attention

  • The same information is entered in several systems
  • Approvals disappear in email
  • Technicians repeat safe, predictable tasks manually
  • Alerts arrive in the wrong place or are easy to miss

What we pay attention to

We automate stable, understood processes first. A broken process with more automation is still a broken process, just faster. We also add logging, ownership and failure handling so the workflow remains supportable.

The workflow, integrations, permissions and approval points are documented. Customer data and business rules remain under customer control, and sensitive actions can require human approval.

Related services

A related service may be part of the same problem.

Human control and data ownershipCustomer data and business rules remain under customer control. We document integrations, permissions, failure handling and approval points so workflows can be understood, paused or taken over.

Have a workflow that should be easier?

Show us the repetitive work, the systems involved and the decisions that still need human judgment.

Talk to Orbiwest →