Forgotten follow-ups, double data entry, invoices prepared by hand: every repetitive task costs time and opens the door to errors. Nuagix automates your processes in Zoho One so information flows on its own, from the first request to payment.
What we automate most often
- Sales: lead assignment, follow-ups, task creation and guided deal stages with Blueprint.
- Quotes and invoicing: turning a won deal into an invoice in Zoho Books, payment reminders and recurring subscriptions in Zoho Billing.
- Customer service: Zoho Desk tickets created from email or a form, automatic assignment and response-time tracking.
- Forms: requests received in Zoho Forms that create or update CRM records, without duplicates.
- Project management: projects and tasks created in Zoho Projects as soon as a mandate is signed, with time transferred to invoicing.
- Marketing: Zoho Campaigns lists and segments synced with the CRM, while respecting consent.
The right tool for each need
- Workflow rules and Blueprint: the no-code foundation for automating within an application.
- Deluge functions: Zoho’s scripting language, for custom logic and connections between applications. We favour it when it is simpler and more robust than a connector.
- Zoho Flow: to connect Zoho with your external tools.
- Zia agents and AI: automatic replies, summaries, recommendations and integration of assistants like Claude with your Zoho data. See Zoho AI solutions.
Our method
- Process mapping: two Zoom meetings with our business analyst to understand how you work.
- Prioritization: we automate first what saves the most time.
- Setup and testing: each automation is tested, then activated with you.
- Documentation: every rule is described, so your team knows what happens and why.
A concrete example
In our CentrixOne to Zoho One migrations, we reproduce each original automation as a separate Zoho rule, created inactive, then activated once validated with the client. For one consulting firm, 15 automations were analyzed and 64 email templates migrated. See our case studies.
Frequently asked questions
Do I need to know how to code to benefit from automation?
No. Most automations are built without code. When Deluge code is needed, we write, test and document it.
Will my automations stop working when Zoho updates?
We favour native tools maintained by Zoho, and we document every automation, which makes maintenance simpler.
Can you improve automations already in place?
Yes. A large share of our mandates involves optimizing existing Zoho platforms: more than 250 optimizations for existing clients to date.