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Customisation & Integrations

Connect the details that make your business different.

Extend a Zoho implementation through approved workflows, custom applications and integrations defined around a documented requirement.

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✦ Zoho Premium Partner900+ implementations50+ Zoho experts10+ years of experience
How we scope custom work5 stages
  1. ✓
    Requirement documentedSystems, data and manual steps
  2. ✓
    Approach agreedConfiguration, custom app or integration
  3. ✓
    BuildWorkflows, modules and connections
  4. ✓
    Tested with your teamChecked against real scenarios
  5. 5
    HandoverDocumented and supported
    Final stage
✓
Integration testedData flowing both ways

How custom work runs

Defined before it is built.

Every customisation or integration starts from a documented requirement, so you know what is being built and why.

Stage
Aurnex
Your team
01

Document the requirement

Which systems, what data, where work is manual.

Aurnex
Reviews the systems involved, the information that needs to move and where manual work happens.
Your team
Shares the current process, example records and the people involved.
02

Choose the approach

Configuration first, custom only where needed.

Aurnex
Recommends configuration, workflow rules, a custom application or an integration to fit the requirement.
Your team
Approves the approach and the scope.
03

Build

Approved workflows, modules and connections.

Aurnex
Builds the agreed fields, workflows, modules or system connections.
Your team
Answers questions as they come up.
04

Test with your team Key step

Checked against real scenarios.

Aurnex
Guides testing with sample records and explains what to check.
Your team
Tests with real scenarios and confirms.
05

Hand over

Documented and supported.

Aurnex
Provides agreed reference material and training for the changed process.
Your team
Starts using it, with paid support available after handover.

What we build

Custom work and connections, scoped together.

Examples from our client work, all defined around a documented requirement.

Fields & layouts

Custom fields such as enquiry details the standard setup does not capture.

CRM

Workflows

Quotation workflows, approvals and automated follow-ups.

CRMBooks

Custom modules

Dedicated modules, such as one for processing sales returns.

Creator

Integrations

Connections to e-commerce platforms, payment processing or an existing ERP.

BooksCRM

Looking for a specific connection? Browse the Integration directory.

At handover

What you end up with.

A documented, tested extension to your Zoho setup that your team knows how to use.

  • A documented requirementSystems, data and manual steps agreed in writing
  • Agreed fields, workflows or modulesBuilt to the approved scope
  • Tested connectionsChecked with your team using real scenarios
  • Reference materialFor the changed process
  • TrainingFor the people using the new workflow
  • Post-handover support (paid)Available when you need it

Client story

TrendyTech

From course payments to invoices.

Solution areas
Forms · Razorpay · Invoices · Payments
Read the story

Where this fits

Part of a bigger journey.

Not sure what you need yet? Start before. Need more? Add it alongside.

01Start

Zoho Consulting

Discuss processes, application choices and priorities before committing to a configuration.

Zoho Consulting
02NowYou are here

Customisation & Integrations

Custom workflows, applications and integrations built around a documented requirement.

FAQ

Common questions.

Something else on your mind? Ask us directly.

Do we need a documented requirement first?

Yes. Tell us which systems are involved, what information needs to move and where manual work occurs. The scope follows from those requirements.

Can you connect Zoho with non-Zoho systems?

Our client stories include connections with e-commerce platforms, payment processing and an existing ERP. Feasibility for your systems is confirmed during scoping.

Will you customise more than we need?

No. Configuration is considered first. Custom applications and integrations are used where the requirement needs them.

Is support available after handover?

Yes. Paid post-handover support is available, with coverage agreed for each engagement.

Ready when you are

Let's talk about
your business.

Share what your teams manage today and what you want to improve. We'll start with your requirements.

Book a consultation Contact Aurnex
Aurnex team member ready to discuss your Zoho requirements