Custom Workflow Automation Platform using n8n

Client type: Operations-led business (Australia)

Problem

Teams needed a flexible automation backbone without vendor lock-in, with workflows spanning CRM, accounting, and internal notifications.

Solution

Cloudploys deployed and managed a self-hosted n8n automation platform tailored to the client environment.

We built workflows including CRM to Xero integration, automated invoice syncing, and broader business orchestration with monitoring and credentials handled securely.

•Self-hosted n8n
•CRM ↔ Xero flows
•Invoice and payment sync
•Operational alerting

Tech stack

n8n Docker / container hosting CRM APIs Xero API Webhooks

Outcomes

Eliminated manual data entry for connected flows

Improved operational efficiency

Reduced integration costs vs. bespoke point solutions

Related services

AI automation for business

Automation plus AI where it adds value.

Enterprise integration

Systems of record connected reliably.

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