Zoho Automation & Integration Services
Work smarter, not harder. Our expert workflows handle the tasks Zoho can automate—so your team can focus on growth.
Your Zoho apps are working, but they're not working together
You've got Zoho CRM for sales, Zoho Books for invoicing, maybe Zoho Desk for support. Each app is doing its job — but they're not talking to each other. So your team spends time copying data between systems, chasing updates, and doing repetitive tasks that should happen automatically.
Maybe a deal closes in CRM and someone has to manually create the invoice in Books. Maybe a support ticket comes into Desk with no link to the customer record. Maybe you're sending follow-up emails by hand when a workflow rule could do it for you.
These small frictions add up. They cost you time, introduce errors, and mean your team is doing admin instead of serving customers.
Automation and integration that actually works
Workflow Automation
Zoho workflow rules, blueprint processes, and scheduling rules that handle the repetitive work — follow-ups, assignments, notifications, approvals, and status updates.
App-to-App Integration
Connecting CRM to Books, Desk to CRM, Analytics to everything. Data flows between your Zoho apps automatically, so your team always has the full picture.
Deluge Custom Scripts
When standard workflow rules aren't enough, we write Deluge scripts that handle complex business logic — calculations, conditional routing, multi-step processes, and API calls.
Zoho Flow & Webhooks
Connect Zoho to external tools via Zoho Flow or custom webhooks. Whether it's syncing with a booking system, payment gateway, or industry-specific platform.
Email & Notification Automation
Automated email sequences, alert notifications, task reminders, and escalation rules — triggered by the right events at the right time.
Scheduled Functions
Background processes that run on a schedule — data clean-up, report generation, recurring invoice creation, aged record flagging, and more.
Automations we've built for service businesses
Every business is different, but here are the kinds of problems we solve with Zoho automation:
Travel management company: When a booking is confirmed in CRM, an invoice is automatically created in Zoho Books with the correct line items, payment terms, and customer reference — no manual data entry.
Cleaning business: A pricing calculator built in Zoho Creator feeds into CRM deals and generates quotes automatically based on property size, frequency, and add-on services.
Investment business: Complex revenue recognition across multiple years, with automated journal entries in Zoho Books for storage fees, insurance, and management charges on individual assets.
Consultancy: Email automation that scans incoming messages, identifies action items, and routes them to the correct Zoho app — CRM for enquiries, Desk for support, Projects for tasks.
Zoho automation experts who understand business
Plenty of developers can write Deluge scripts. What makes Element different is that we understand the business processes behind the automation. With 25+ years of experience in corporate travel, payments, and technology, we don't just make things technically work — we make them work for your business.
We're a Zoho Authorized Partner based in London, working with small service businesses across the UK and worldwide. We specialise in the messy, real-world automation challenges that come from running a service business.
- We understand service business workflows — recurring revenue, customer retention, job scheduling
- We write clean, documented Deluge code that someone else can maintain
- We test thoroughly before anything goes live
- We explain what we've built in plain English so you understand your own system
Zoho automation FAQ
What is Deluge?
Deluge is Zoho's proprietary scripting language. It runs inside Zoho apps and lets you build custom business logic — calculations, conditional workflows, API integrations, and data manipulation beyond standard workflow rules.
Can you automate across Zoho and non-Zoho apps?
Yes. We use Zoho Flow for pre-built integrations with hundreds of third-party apps, and custom API calls via Deluge for anything that needs a tailored connection.
How do you charge for automation work?
We typically scope projects after a discovery call and provide a fixed quote. For ongoing needs, we offer managed service arrangements where we maintain and extend your automations over time.
What if our existing automations are broken?
We can audit your current setup — either as part of a broader X-Ray Audit or as a standalone automation review. We'll identify what's working, what's conflicting, and what needs rebuilding.
Do you provide documentation?
Always. Every automation we build comes with plain-English documentation explaining what it does, when it triggers, and what to check if something goes wrong.
Ready to automate the boring stuff?
Book a free discovery call and tell us what's eating your team's time. We'll tell you what Zoho can handle automatically.
Book a free discovery call
