Business process automation is what we do best. Techpase maps how work moves through your business, then automates the repetitive steps with Zoho CRM workflows, Zoho Flow, Zapier and custom API integrations, from lead assignment to payment reminders.
An illustration of workflows Techpase sets up. Names, values and timings are examples, and each step depends on your apps, plans and configuration.
Not every automation needs code. We use the simplest reliable option for each step, so your workflows are easier to maintain.
Features already inside your apps and their direct integrations, set up through configuration rather than code.
Our first choice. Available features depend on your app editions.
Zoho Flow or Zapier connect apps that don’t talk to each other directly, using triggers, actions and logic.
When two apps have no direct integration, or a process spans several apps.
Code we write and maintain: Deluge custom functions and REST API integrations with your other systems.
When your own software or a complex rule needs it. We document what we build.
How we choose: native first connector when apps don’t connect custom only where needed
Pick a tool to see what it does well and where its limits are.
nativeRules that act when a record is created or edited, on a date, or when a score changes, without leaving your CRM.
Workflow rules are in every edition, with limits by edition. Assignment rules, webhooks and Blueprint start from Professional.
connectorConnects Zoho apps with each other and with 1,000+ cloud and on-premises apps, and is our usual choice when Zoho apps are at the centre.
Free plan: 5 flows and 100 tasks a month. Custom functions from Standard; on-premises integration and premium apps on Professional.
Connects 9,000+ apps, so it’s useful when a tool you rely on isn’t covered by Zoho’s own integrations.
Free plan: two-step Zaps and 100 tasks a month. Multi-step Zaps, premium apps and webhooks on paid plans.
When off-the-shelf connectors aren’t enough, we write the integration ourselves and hand you the documentation.
API usage is limited by daily credits that depend on your Zoho CRM edition. Your other system needs an API we can connect to.
Sources: Zoho CRM workflow rules, Zoho CRM editions, Zoho Flow plans, Zoho Flow logic, Zapier plans and Zoho CRM APIs. Checked October 2026.
Common starting points. Every business is different, so we adapt each one to your process.
New leads are shared among your sales team by round robin or by rules such as region or product, with a follow-up task for the owner.
With the Zoho Books and Zoho CRM integration, an invoice can be created in Books when a deal is won.
Zoho Books sends automated reminder emails before, on and after the due date, on the schedule you set.
Following WATI’s guide, a Zoho CRM workflow runs a Deluge function to send an approved template. WATI documents this method for Zoho CRM Enterprise and above; Zoho Flow’s WATI actions are a connector alternative.
WhatsApp automationA Zoho CRM workflow rule on missed calls can create a callback task for the right person.
Cloud telephonyRecords copied or updated between apps that don’t integrate directly, with conditions so only the right data moves.
Four stages take you from a manual process to automation your team can trust.
We map how work moves today: who does what, which apps hold the data, and where steps are repeated or missed. Then we agree which steps to automate first.
We build each step with the simplest reliable option: native rules first, Zoho Flow or Zapier where apps need connecting, and custom code only where it’s needed.
We run every workflow with sample records, including the awkward cases: missing data, duplicates and failed steps. You review the results before anything goes live.
We launch, train your team, and document how each automation works. Afterwards we monitor, fix issues and adjust workflows as your business changes.
Can’t find your answer? Message us on WhatsApp and we’ll reply.
Not always. Many processes can be automated with the apps’ own features, such as Zoho CRM workflow rules or Zoho Books payment reminders. We add Zoho Flow or Zapier when two apps don’t connect directly, and custom code only when neither is enough.
Both connect apps with triggers and actions. Zoho Flow connects 1,000+ cloud and on-premises apps, works especially well across Zoho apps, and supports Deluge custom functions on paid plans. Zapier connects 9,000+ apps; its free plan is limited to two-step Zaps and 100 tasks a month, with multi-step Zaps on paid plans. We recommend the one that fits your apps and volume.
Workflow rules are available in every edition, with limits that vary by edition. Assignment rules, webhooks and Blueprint start from the Professional edition. We check your edition during discovery and design around it.
Usually, if your software has an API. We use the Zoho CRM REST APIs, webhooks and custom functions to exchange data with your other systems, and we document what we build.
We test every workflow before launch, including failure cases. In Zoho Flow, each run’s history is visible step by step, and failed runs can be rerun. As part of ongoing support, we monitor and fix issues as your processes change.
Subscriptions for Zoho apps, Zoho Flow, Zapier or other tools are separate from Techpase’s implementation charges. Billing depends on the plans you choose. We share our charges in a formal proposal once we understand your processes.
Tell us which tasks take up your team’s time, and we’ll show you what can be automated and how.
