Automation guides: real, working workflows

This section holds working automations for specific tool pairs: n8n on one side, the systems your business runs on (invoicing, CRM, e-commerce, messaging) on the other. Each page lays out the actual workflow: numbered setup steps and a table of every node and what it does, so you can rebuild it in your own instance.

A pattern we see in every audit: the tools are already paid for, they just do not talk to each other. Someone re-types invoice data into the accounting system, someone pastes orders into a spreadsheet, and the CRM is three days behind reality. The guides in this section close one such gap each, with a workflow you can rebuild and run. If you would rather have it built for you, the fastest route is the free audit, or see what a full automation project looks like on the process automation page and in the WhatsApp bot tutorial.

In this section

Frequently asked

Can I use these workflows without hiring Dobify?

Yes. Each guide writes out the setup steps and lists every node with what it does, so you can rebuild the workflow in your own n8n instance. If you want it wired into more systems, tuned on real traffic or run on a server in your name, that is the work we do for clients.

Which tools will these guides cover?

n8n, the platform we build automations on, paired with the systems businesses run on: invoicing (Fakturownia, iFirma, wFirma), e-commerce (Baselinker, Allegro, WooCommerce), CRM, WhatsApp Business API and Google Workspace. Pairs get added based on what people search for and ask us about, not by generating every combination.

Which process costs you the most?

Thirty minutes, free. You leave with a concrete fix plan and what the process costs you. The plan is yours, even if you build it without us.

Book a free audit