Automation

    Your tools connected, with no double entry

    A filled-in form becomes a record, an alert to the right person and an appointment, without anyone retyping anything. We build these automations, and we run them on infrastructure we operate.

    See the integrations

    Example: the form on this site

    A form is submitted

    On your site or elsewhere

    The record is created

    In your database, no retyping

    The team is alerted

    By text or messaging app

    The request is routed

    By page or service

    • Your tools connected
    • No retyping
    • An alert on failure
    • Infrastructure we operate
    Today

    Where your team's time goes

    The same information, typed three times

    In the form, in the CRM, in the calendar. And every retyping is a chance to get it wrong.

    The follow-ups that slip

    A quote sent, a callback promised, an appointment to confirm: it all rests on someone's memory.

    Numbers compiled by hand

    Every week, someone gathers figures into a spreadsheet to see where things stand.

    What we automate

    What already runs for us, every day

    Appointments and reminders

    Booking, confirmation, reminder, rescheduling.

    Lead intake

    Every form becomes a complete record, handed to the right person.

    Request routing

    By page, service or source, the request goes to the right place.

    Texts and emails

    Confirmations, follow-ups and check-ins, sent at the right moment.

    Enrichment

    Complete a record with what is public: website, sector, size.

    Reports

    The week's numbers, compiled and sent without anyone typing them.

    Alerts

    A notification to the right person when something needs their attention.

    The link to your agents

    What an agent says on the phone becomes a task, a record, a text.

    Integrations

    What we actually connect to

    Showing a logo proves nothing. Here are the tools our live automations use today - reads, writes, and failure handling included.

    Calendar and booking

    • Cal.com

    Voice and telephony

    • ElevenLabs
    • Twilio

    Data and records

    • NocoDB
    • Google Sheets
    • ClickUp

    Email and notifications

    • Resend
    • Instantly
    • Telegram

    Collection and enrichment

    • Apify

    Orchestration

    • n8n

    Your tool is not on the list? We check the API, its version, the permissions, and the actions you need before saying yes. An honest answer up front beats a bad surprise later.

    Infrastructure we operate

    Our orchestration, databases, and automations run on infrastructure we administer ourselves. No third-party platform between your workflows and us, and no quota ceiling set by someone else.

    In your console

    The record that fills itself in

    Calls, messages and notes add themselves to the same timeline, with the source and the date of first contact. Nobody retypes them.

    • One timeline per contact
    • The source of every lead
    • The action items still open
    console.konectiz.com
    A contact record: one timeline gathering call, email and internal note, with the source, the date of first contact, and the action items still open
    A contact record, filled in by the conversations · Demo data
    Guardrails

    What we do not compromise on

    No silent failures

    When an automation fails, an alert goes to the right person.

    An honest answer up front

    Your tool is not on the list? We check its API and permissions before saying yes.

    No third-party platform in between

    Orchestration and databases run on infrastructure we administer.

    Getting set up

    One automation at a time

    01

    We map your workflows

    Who enters what, where, and how many times.

    02

    We pick where to start

    The one that frees up the most time for the least risk.

    03

    We build and test it

    With your real tools, and a plan for every failure case.

    04

    We keep it running

    On infrastructure we operate, with an alert if something breaks.

    Common questions

    Which tools can you connect?

    The ones listed above already run in our live automations. For others, we check the API, the permissions and the actions needed before committing.

    Where do the automations run?

    On infrastructure we administer ourselves, not on a third-party platform with quotas set by someone else.

    What happens if an automation fails?

    An alert goes to the right person. And failure cases are planned for from the start: a tool that is down, missing data, a duplicate.

    Do we need to change our tools?

    No, that is the whole point: we connect the ones you already have. We will only suggest changing one if it truly cannot do the job.

    Where should we start?

    With whatever makes you retype the most. Often, that is incoming leads or appointment booking.

    Let's talk

    What are you retyping?

    Describe a task that comes back every week. We will tell you whether it can be automated, and how.