Workflow Automation
Connecting websites, forms, ecommerce, CRMs, spreadsheets and email so information moves between systems without anyone retyping it.
CASE 03 — CASE STUDY
Payment / Booking Bolt-On
Deposits taken and recorded properly without rebuilding the main website.
Plenty of businesses need one thing their website cannot do: take a deposit, book a slot, collect structured details. Replacing the whole site to get it is overkill. This bolt-on proves a small useful tool does not need to become a giant software project.
- Project type
- Custom web tool + integrations
- Status
- Working development
- Sector
- Reusable product concept
The challenge
What needed solving
- Existing websites are often perfectly serviceable but cannot handle a specific transactional job.
- Off-the-shelf plugins force awkward compromises in the customer journey.
- Data ends up stranded in a payment dashboard rather than in the systems the team actually uses.
- Full rebuilds are expensive and slow when the real requirement is narrow.
Approach
How we worked
01
Define one job properly
We scope a single flow — pay a deposit, book a slot, submit a structured request — and design it end to end rather than bolting on a generic form.
02
Build it as a standalone module
The tool runs as its own small application, embedded or linked from the existing site, so it can be developed and improved independently.
03
Connect the data
Payment provider, database, email confirmations and internal notifications are wired together so a completed transaction lands everywhere it needs to.
04
Reuse the pattern
Because the module is decoupled, the same foundation can be reshaped for a different business without starting again.
Outcomes
Where it landed
- A working transactional flow alongside an unchanged main website.
- Structured records instead of scattered email trails.
- Automatic confirmations for both customer and team.
- A repeatable base for future booking and payment tools.
Custom web appPayment integrationDatabaseTransactional email
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