Client Work

The client had outgrown spreadsheet quoting. Their product catalog included hundreds of configurable options across multiple product lines, with distinct pricing rules for dealer tiers, volume thresholds, and custom configurations. Quotes required manual assembly and took too long.

Multi-phase XaitCPQ engagement: product rules mapping, configurator build, pricing logic, HubSpot CRM sync, and a custom HTML and JavaScript quote document template rendered inside XaitCPQ. We built the order confirmation workflow in C#, automated document generation, and handled tax logic and e-signature flows end to end. Delivered full user training and post-launch support.

The client ran field billing on Salesforce. Getting customer signatures on daily work tickets required downloading a PDF, re-uploading it to DocuSign, manually placing signature boxes, and sending. With 150 field users and no per-user licensing allowance in their current setup, the process was not workable at scale.

We evaluated PandaDoc as a DocuSign replacement and scoped a custom integration. We built a Lightning Web Component that surfaces inside the Salesforce daily ticket record. Users select the generated PDF from Salesforce Files, the component sends it directly to PandaDoc via API with signature blocks automatically placed, and the user initiates the send in one click. A shared sender account removes the per-user licensing constraint. Signed documents flow back to the Salesforce record.

On-premise ERP with no SaaS integration options. The client needed inventory, order, and pricing data flowing to downstream tools without a full ERP migration or a six-figure iPaaS contract.

Custom Python scripts extract structured data from the on-premise ERP on a schedule, stage the output to AWS S3, and n8n orchestrates downstream distribution to the tools that need it. No SaaS iPaaS required. Architecture the client IT team can understand and maintain.

Distributors were calling the sales team for quote status, approval updates, and project milestones. The client needed a self-service tool connected to their existing CPQ and CRM without buying another enterprise platform.

Custom Next.js portal deployed on Vercel, built with Claude Code. Connected to CPQ and CRM via API to surface real-time data for each distributor account. Authentication, account-level data scoping, and a clean mobile-friendly interface.

The client ran their entire order management operation in an AS400 ERP with no connection to their CRM. Sales staff duplicated data entry across both systems and had no visibility into order status from within HubSpot. Quote-to-order handoff required manual intervention and introduced errors.

We designed and built a full bi-directional integration. A custom Python ETL layer extracts order and quote data from HubSpot, stages it in Microsoft SQL Server, and pushes it to AS400 staging tables via a scheduled job. A reverse flow pulls order status, inventory, and delivery data from the AS400 back into HubSpot custom objects. We also built a custom HubSpot UI Extension letting sales staff create AS400 orders directly from HubSpot deals, with multi-step line item selection, release number management, and customer information entry.

Orders created in HubSpot had to be manually re-entered into the client's ERP. Order and line item status updates flowed back to HubSpot only when someone remembered to do it. The sales team had no reliable view of where an order stood without calling into operations.

We built four Celigo flows covering the full bidirectional stock order lifecycle. Flows 1 and 2 fire when an order reaches Order Received stage in HubSpot and write the order header and all associated line items to the ERP. Flows 3 and 4 poll the ERP every 15 minutes and push status updates back to HubSpot. The most complex piece was the pipeline stage derivation logic: HubSpot order stage is determined by evaluating the least-advanced line item across the full order, mapping seven ERP statuses to HubSpot pipeline stages.

The client maintained deal and order data in an on-premise SQL Server database with no connection to their HubSpot CRM. Sales staff manually re-entered records into HubSpot, introducing lag and errors. As volume grew, the process was unsustainable.

We implemented Celigo with an on-premise agent to establish connectivity to the SQL Server without exposing the database directly. A scheduled workflow queries for records modified since the last successful run and creates or updates the corresponding HubSpot Deal. Five fields are mapped and synchronized on an hourly schedule, with full transaction logging for audit and troubleshooting.

Flight scheduling data lived in a proprietary aviation platform with no external visibility. Staff, pilots, and clients had no reliable way to see current schedule data from their own tools.

n8n workflow fetches 90-day flight data from the FL3XX aviation API on a schedule and transforms it to iCalendar format. AWS S3 stores the feeds and CloudFront delivers them with low latency. Any calendar application, including Google Calendar, Outlook, and Apple Calendar, can subscribe to a live schedule feed.