PSS Automations
The workflow infrastructure that powers everything we build. Event-driven automation designed for operators who need reliability, not another dashboard.
From Trigger to Outcome
Every automation starts with a trigger and ends with a measurable result. No black boxes. No workflows you can't trace.
Trigger
An event fires — form submission, webhook, schedule, or system change.
Process
Business logic executes — data transforms, conditions evaluate, APIs connect.
Route
Results flow to the right destination — CRM, notification, database, or next workflow.
Log
Every step is recorded with timestamps, payloads, and status for full auditability.
Built for Production
End-to-End Workflow Engine
Design, deploy, and manage multi-step automation workflows that connect every system in your operation — CRM, scheduling, invoicing, and beyond.
Event-Driven Execution
Workflows trigger in real time based on events across your stack. A new lead, a completed job, a payment received — each one kicks off the right process automatically.
Conditional Logic & Branching
Complex business rules built into every workflow. Route leads by revenue tier, escalate overdue invoices, or branch based on any data point in your operation.
Monitoring & Observability
Every workflow execution is logged, timed, and traceable. Know exactly what ran, when, and whether it succeeded — with alerts when something needs attention.
Error Handling & Recovery
Built-in retry logic, fallback paths, and dead-letter queues. When an external API goes down, your workflows degrade gracefully instead of silently failing.
Scheduled & Recurring Jobs
Daily reports, weekly reconciliations, monthly billing runs — automated on schedule with full audit trails and failure notifications.
What Operators Automate
Lead intake from web forms, ads, and referrals routed to CRM with automatic qualification scoring
Job completion triggers invoice generation, customer follow-up, and review request sequences
Daily cash flow snapshots aggregated from payment processors and accounting platforms
Technician dispatch notifications with job details, directions, and customer history
Vendor payment reminders with escalation paths and approval workflows
Cross-platform data sync between field service, accounting, and reporting tools
Connects to Your Existing Stack
PSS Automations integrates with CRMs, accounting platforms, field service tools, payment processors, communication platforms, and custom APIs. If it has an endpoint, we can connect it.