Robots and triggers
Auto tasks, stage changes, notifications and conditional actions.
Automation • API • Integrations
Automation of routine processes: less manual work, more control
We configure scenarios that help managers work faster: auto tasks, notifications, stage changes, client reminders, integrations and deadline control.
VanTech
What can be automated
Automation is useful wherever the team repeats the same actions daily or management wants to reduce human error.
Workflows
Approvals, internal requests, execution control and routing.
API integrations
Connecting website, CRM, telephony, messengers, inventory and external services.
Notifications
Reminders for managers, clients, leaders and responsible employees.
Documents
Templates, invoices, contracts, acts and automatic data filling.
Deadline control
SLA, overdue items, repeat touches and escalations.
Scenario examples
Scenario examples
Automation can start with simple notifications and grow into a full process management system.
New request
Create lead, task and manager notification.
No answer
Set a follow-up call and change status.
Client payment
Notify accounting and update deal.
Repeat sale
Remind the manager at the right time.
Overdue task
Notify the supervisor.
Documents
Generate a template from CRM data.
Process
How automation is built
01
Find routine
Repeated actions.
02
Describe scenarios
Conditions, roles, statuses and exceptions.
03
Configure
Robots, triggers, API and notifications.
04
Test
Real cases.
05
Document
Clear scheme.
06
Optimize
Improve after launch.
FAQ
Automation FAQ
Where to start?
Describe the process and identify the most repeated actions.
Can several services be connected?
Yes, via API, webhooks, ready apps or a backend layer.
Do we need a complex system immediately?
No. Start with clear scenarios and expand gradually.
VanTech
Contact us
Need a system built around your business?
Tell us where leads, tasks or control are being lost. VanTech will suggest the CRM, website and automation architecture.