Custom Development & Integrations
Zoho Creator applications, Deluge functions, third-party API integrations, OCR and AI pipelines, and platform migrations.
What Can Be Custom Built in Zoho?
The parts no configuration reaches. These builds cover Zoho Creator applications and portals, Deluge functions, API integrations to industry platforms and accounting systems, OCR and AI intake pipelines, storefront and ERP syncs, and migrations off legacy systems with the history intact.
DSCR Loan Pricing Calculator
A pricing engine with DSCR calculations, FICO-based rate adjustments, prepayment penalty logic, and an admin panel for rate sheet updates.
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Insurance
Claims Portal and Contractor Dashboard
A customer portal with claim submission, a contractor dashboard for approvals and credit holds, and a two-way sync to an external claims system.
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Insurance
EZLynx Agency Management Integration
A one-click button on Contacts and Accounts that pushes data straight into EZLynx, ending double entry across two systems.
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Insurance
OCR Paper Lead Ingestion
Scanned referral forms dropped into WorkDrive run through OCR and AI, then become qualified CRM leads without manual entry.
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Finance
QuickBooks Invoicing Integration
A function that creates a QuickBooks sub-account and invoice for every project tied to a CRM opportunity, with no double entry.
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Finance
Tax Firm Client Portal
A Creator portal where clients view uploaded documents and submission status, paired with WorkDrive automation on Account and Deal creation.
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Field Services
M2 and RollMaster Estimating Bridge
A live API connection pulling measurements from M2 into CRM, generating quotes with consistent pricing, and pushing orders into RollMaster in one click.
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Field Services
Operations Platform Sales Integration
An integration surfacing a logistics platform's customer purchase history and transaction context inside CRM.
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Technology
AI Lead Enrichment Pipeline
New leads trigger a contact and company data lookup, then an AI-generated summary, an enrichment date stamp, and an owner notification.
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Technology
Recruit to CRM Placement Sync
A two-way sync between CRM and Recruit for placements and commissions, generating invoices and bills the moment a candidate is placed.
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Healthcare & Wellness
Clinic Franchise Application
A Creator application combining patient charting, diagnostic support, and order approvals, built so new locations launch in weeks.
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Construction
Client Portal and Showroom QR Codes
A role-based Creator portal giving homeowners, subcontractors, and general contractors different views, plus QR-coded showroom displays.
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Manufacturing & Distribution
Shopify to Inventory Order Sync
Flow automation converting draft dealer orders into final orders, correcting forced fulfillments, and keeping Shopify and Inventory aligned.
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Nonprofit & Education
Donation and CiviCRM Migration
Years of donation and recurring donation records migrated out of CiviCRM into structured CRM Contacts, with discrepancy audits and duplicate cleanup.
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Nonprofit & Education
Recruit to Flow Candidate Sync
Candidate stage updates synchronized across Recruit and application fields the moment status changes, saving recruiters hours weekly.
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Retail & E-Commerce
Custom Order-to-Ship ERP
Sales orders trigger production stage automation, Creator purchase orders pre-populate from CRM deals, and client approvals flow back through Survey.
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Retail & E-Commerce
Shopify Sync for Batch Manufacturing
Flow automation creating customers, marking Shopify orders shipped in Books, and syncing invoice payments as fulfillment happens.
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Other Solution Categories
Most engagements span more than one of these.
Need Something Like This Built?
Tell us how your process runs today and where the manual work piles up. We will tell you what it would take, drawing on the builds above rather than a generic proposal.
Client details across this library are generalized to protect confidentiality.