Quotes and invoices into Tally or Zoho
Approved quotes become invoices without retyping. Customer, item and tax details flow into Tally or Zoho, and the record is logged for follow-up. We have built this for real billing workflows.
Workflow Automation Services
Our workflow automation services stop your team retyping the same data. Quotes become invoices in Tally or Zoho, new orders reach your team on WhatsApp, and sheets, CRMs and reports stay up to date on their own. Built by our Chennai team on Zapier, Make or n8n for businesses across India and overseas.
Tally & Zoho syncOrder & booking alertsZapier, Make & n8nFrom ₹7,999
Where the hours go
Is your website costing you leads?
01The same data is typed in three places
A quote is written in one tool, retyped into Tally or Zoho as an invoice, then copied into a sheet for tracking. Every retype costs time and invites mistakes that someone has to find later.
02Orders and bookings are noticed late
New orders land in an inbox or a dashboard nobody is watching. The customer waits for a confirmation, and your team finds out only when they check, or when the customer calls.
03Reports are rebuilt by hand every week
Someone exports data from two or three systems, pastes it together and formats it again. By the time the report is ready, the numbers are already out of date.
04Work waits on one person to pass it along
Requests, approvals and updates move by forwarding messages on WhatsApp and email. When that person is busy or away, the work simply stops.
Start with one workflow
Automate one task first, then grow from there.
Business process automation does not need a big project to start. Most teams have one task that repeats all day. We begin with that single workflow, prove it with your real data, and add the next ones only when the first is earning its keep.
Free 20-minute automation audit
We look at how work moves through your business today and point out the three tasks that repeat most often. You leave with practical ideas, whether or not you go ahead.
Start with the one that saves the most
Pick a single workflow, such as quote to invoice or new order to WhatsApp alert. One workflow starts from ₹7,999, so you can see it working before committing to more.
Built, tested with real data, handed over
We connect the tools you already use, test the workflow with real records and edge cases, then hand it over in your accounts, on your server or hosted by us.
Add the next workflows as a project
Once the first one earns its keep, we map the next workflows together as a project from ₹24,999, with error alerts so your team knows straight away if a step fails.
Common first workflows
- Quote to invoice in Tally or Zoho
- New order alert on WhatsApp
- Booking confirmations to customers
- Sheets and CRM kept in sync
- Weekly report delivered automatically
- Error alerts when a step fails
What we automate
Workflows that take repeated work off your team.
Each of these connects tools you already use, so nothing about your daily software has to change. We have built quote-to-invoice syncs into Tally and Zoho and order and booking alerts; the others follow the same approach.
Order and booking alerts
A new order or booking sends a WhatsApp or email alert to your team and a confirmation to the customer, with the details each of them needs. Nobody has to keep refreshing a dashboard.
Data kept in sync across tools
Customer, order and stock records stay consistent between Google Sheets, your CRM and your database. A change in one place updates the others, so the team works from the same numbers.
Scheduled reports
Daily or weekly summaries are pulled from your systems and delivered to email, WhatsApp or a sheet at a set time, instead of being assembled by hand.
Approvals and internal requests
Purchase, expense and leave requests are routed to the right person, approved in a tap and recorded automatically, so requests stop getting lost in chat threads.
Payment and renewal reminders
Customers get polite reminders before a payment or renewal is due, and your team sees who has paid without chasing anyone manually.
Lead capture and routing
Enquiries from forms and ads reach the right person with an instant reply. For full lead journeys and follow-up sequences, see our marketing automation service.
Learn more
AI steps inside a workflow
Where plain rules are not enough, an AI step can sort incoming emails, pick out details from a message or summarise a long thread before the workflow carries on.
Zapier, Make, n8n or code
The right platform for the workflow, not the other way round.
We are not tied to one tool. After the audit we recommend the platform that fits your workflow, volumes and budget, and explain the trade-offs before anything is built.
Zapier: the quickest start
The widest range of ready-made app connectors and the simplest setup. A good fit for straightforward workflows. Costs grow with every task it runs, so we check your volumes first.
Make: visual logic that branches
Clear visual scenarios for workflows with conditions, filters and several paths. Usually more cost-effective than Zapier for multi-step work, and easy for your team to follow.
n8n: on your own server
Can be self-hosted on your server or cloud, keeping data under your control without per-run platform fees. It needs a server and some upkeep, which we can set up and look after.
Custom code: when no connector exists
Some tools have no ready connector, such as older desktop billing software or an in-house database. We write a small, documented integration instead of forcing a workaround.
Where your automations run
Your accounts, your server or hosted by us.
Where the workflows live is agreed before we start, along with who owns the accounts and who pays the platform.
In your own accounts
Workflows are built in Zapier, Make or n8n accounts registered to your business. You pay the platform directly and keep full access.
On your own server
We set up a self-hosted n8n on your server or cloud, so workflows and data stay on infrastructure you control.
Hosted by us
We host, monitor and maintain the workflows for a monthly subscription, quoted separately. You get the results without running anything yourself.
Do it yourself or have it built?
Setting up a tool yourself vs a workflow built for your business.
01
Setup
Setting it up yourself
You sign up for a tool and connect the apps yourself, which is quick for a simple two-step task.
Built by Airbil
We map the whole process first, then build and connect each step, including the awkward ones a template does not cover.
02
When something fails
Setting it up yourself
A changed field or an expired login can stop a workflow quietly, and you find out when the data is missing.
Built by Airbil
Projects include error alerts, so your team knows straight away if a step fails and what needs attention.
03
Messy, real-world data
Setting it up yourself
Templates assume clean data. Duplicates, missing fields and odd formats break them.
Built by Airbil
We test with your real records and handle duplicates, gaps and formatting before going live.
04
Where it runs
Setting it up yourself
Wherever you set it up, maintained by whoever has time.
Built by Airbil
In your accounts, on your server or hosted by us, agreed up front along with who owns what.
05
When to choose it
Setting it up yourself
A single simple task between two popular apps, and someone on your team who enjoys setting it up.
Built by Airbil
Workflows that touch billing, orders or several systems, where a silent failure would cost you.
Pricing
Workflow automation pricing, published upfront.
Start with one workflow, or map a whole process as a project. After a free audit you get a written quote that lists the workflows, the platform and any running costs.
Single workflow
From₹7,999
One workflow to automate the task that repeats most, so you can see the value before doing more.
- One trigger connecting your existing tools
- Built in Zapier, Make, n8n or a small custom integration
- Tested with real records and edge cases
- Handed over with access to everything
Workflow project
From₹24,999
Several connected workflows mapped together around one process, such as order to invoice to report.
- Process mapping across the connected workflows
- Several workflows built and tested together
- Error alerts when a step fails
- Handover with notes on how each workflow runs
What changes the price
- Number of steps and branches
- A straight line from one app to another is quicker to build than a workflow with conditions, loops and several possible paths.
- Tools and connectors
- Popular apps with ready connectors are simple. Older software or in-house systems without one need a custom integration.
- Data volume
- How many records run each day affects which platform suits you and what its plan costs, so we check volumes before recommending one.
- Error handling
- Alerts, retries and fallbacks for important workflows such as billing take more design and testing than a simple notification.
- AI steps
- Sorting emails or extracting details with an AI model adds setup, testing and usage costs compared with plain rules.
- Where it runs
- Building in your existing accounts is simplest. Setting up a self-hosted n8n server, or hosting with us, adds setup or a subscription.
Prices exclude GST. Platform plans (Zapier, Make or n8n cloud), servers for self-hosted n8n, AI model usage and WhatsApp/Meta charges are separate. Hosting by Airbil is a monthly subscription quoted separately.
How it works
How we automate a workflow.
Step 01
Free audit and process map
In a 20-minute call we review how the work flows today. We then map the trigger, the tools involved, the data that moves and who needs to know at each step.
Step 02
Choose the platform and plan
We recommend Zapier, Make, n8n or custom code based on your tools, volumes and budget, and agree where the workflow will run and who owns it.
Step 03
Build and connect
We build the workflow, connect your existing tools and set up the alerts and fallbacks the plan calls for.
Step 04
Test with real data
We run real records through it, including duplicates, missing fields and failures, and check every result in the tools at the other end.
Step 05
Go live and hand over
The workflow goes live with access and notes for your team. If something breaks after launch, we fix it; ongoing monitoring and changes are quoted separately.
Buyer's guide
Before you hire a workflow automation company.
Whether you are comparing a workflow automation company in Chennai or anywhere else, these questions show who will build something that lasts.
What to look for
They map the process before building
A good partner asks how the work flows today and where it breaks, rather than jumping straight to a tool.
They explain which platform and why
You should hear why Zapier, Make, n8n or custom code suits your volumes and budget, not just the one they always use.
They plan for failures
Ask what happens when a step fails. Important workflows need alerts so problems are caught early.
Ownership and hosting are agreed in writing
Know whose accounts the workflows live in, who pays the platform and what happens if you part ways.
They test with your real data
Demos with perfect sample data prove little. Testing with your actual records shows the workflow will hold up.
Red flags
Automating a broken process as it is
If the manual process is confused, automating it only produces confusion faster. The steps should be clear first.
No mention of error alerts
Without alerts, a workflow can stop quietly for days before anyone notices missing invoices or orders.
Workflows locked in the agency’s private account
If you cannot see or export your workflows, you depend on that agency for every change.
Hidden platform costs
Platform plans, servers and AI usage should be listed up front, not discovered on the first bill.
AI added where simple rules would do
AI adds cost and unpredictability. It should be used only where plain rules cannot handle the task.
Our promises
What you can count on, in writing.
We fix what breaks after launch
If a bug or a crash shows up after your site goes live, we fix it. Launch is not where our responsibility ends.
Ownership agreed up front
One-time builds: the code, domain and accounts are yours. Subscription plans: we host and maintain it for you. Either way, it is written down before we start.
Prices you can see
Starting prices are published on this page, and you get a written quote for your exact scope before any work begins.
FAQ
Questions about workflow automation.
A single workflow starts from ₹7,999 and a workflow project with several connected workflows starts from ₹24,999, both excluding GST. The final price depends on the steps, tools, data volume and error handling involved. Platform plans, servers and AI usage are separate and listed in your quote.
Any repeated task that follows clear steps between digital tools can usually be automated. Common examples are turning quotes into invoices, order and booking alerts, keeping sheets and CRMs in sync, scheduled reports, approvals and payment reminders.
It depends on your workflow and volumes. Zapier is quickest for simple workflows with popular apps, Make suits multi-step logic at a lower running cost, and n8n can run on your own server without per-run fees. We recommend one after the audit and explain why.
Yes. We have built workflows that move quote and invoice data into Tally and Zoho automatically. The exact approach depends on your version and setup, which we check during the audit.
You choose: in your own Zapier, Make or n8n accounts, on a self-hosted n8n server you control, or hosted by us on a monthly subscription. For one-time builds the workflows and accounts are yours; for hosted plans we run and maintain them. This is agreed in writing before we start.
Workflow projects include error alerts, so your team is told straight away when a step fails and what needs attention. For a single workflow, alerts can be added on request. If something breaks after launch because of our build, we fix it.
No. Workflow automation connects the tools you already have, such as Tally, Zoho, Google Sheets, WhatsApp and email. If a tool has no ready connector, we build a small custom integration instead.
Usually not. Most workflows run perfectly well on plain rules, which are cheaper and more predictable. AI is worth adding only for steps like sorting emails or reading unstructured messages, and we will tell you when it is not needed.
It depends on the number of steps, tools and approvals involved, so the timeline comes with your written quote. A single workflow between tools you already use is the quickest place to start.
Workflows run in your accounts, on your server or in our hosted setup, as agreed, and you control the credentials for your own systems. Where an AI step is used, we use paid commercial APIs whose business terms say API data is not used to train their models by default.
Yes. If something breaks after launch because of our build, we fix it. Ongoing monitoring, changes and new workflows are available on request or on a monthly plan, quoted separately.
Book a free 20-minute automation audit. We will look at how work moves through your business, suggest the three workflows worth automating first and give you a clear starting price.
More ways to automate your business.
Ready to start
Which task does your team repeat the most?
Tell us how the work moves today. In a free 20-minute automation audit we will suggest the three workflows worth automating first and give you a clear starting price, with no obligation.