Home-services software company
Quote approved → workflow fired.
Quote Q-2187
- Customer approved quote15:40
- Webhook → CRM✓
- Team notified✓
- Deposit request sent✓
- Follow-up scheduled+2 days
The problem
When a customer approved a quote, someone had to notice and kick off the follow-ups by hand.
What we built
We connected n8n-generated quote pages and Airtable to the CRM so an approval instantly triggers the right notifications and follow-ups. We also built custom in-app UI modules for contacts, follow-ups, quick-send and alerts.
Tools used
- n8n
- Airtable
- Webhooks
- Custom UI
Outcome
Approvals turn into action instantly, and the team has the tools they need right inside the app.
Services used in this project
- Custom automation & integration
Connect any systems. Kill the copy-paste.
- Custom apps & dashboards
Client portals, internal tools and live reporting.
Want something like this? Book a free audit.
More work
Our own agency
How we run our own agency: AgencyOS
One place for the whole team to see what's happening, what's next and where time goes. It's living proof we build real custom software - not just Zaps.
View case →
Roofing · US storm markets
From audit to a lead machine before storm season.
Every lead in one pipeline, tracked properly and followed up automatically - ready before the busy season hit.
View case →