n8n is a workflow automation platform. Each workflow is a chain of nodes: a trigger, then steps that read, change and write data across your apps.
Salesforce Select Partner · Architect-led · Cloud or self-hosted
n8n workflow automation with approvals, retries and version control.
We design, build and host n8n workflows that connect Salesforce and your other apps, use AI steps where they help, stop for a person on decisions that matter, and recover cleanly when a step fails.
See a workflow
- 15+Years of team experience
- 20+Enterprise implementations
- 60 minFree n8n workflow automation review, with a written plan
- 5.0/5Client satisfaction (CSAT)
Proven Success With
5.0/5 CSAT
New to n8n?
What is n8n?
It runs on n8n Cloud or on your own servers. Self-hosted n8n can run in queue mode, where a main instance hands executions to worker processes through Redis.
n8n is fair-code under its Sustainable Use License: you may use and self-host it for your own internal business purposes, and paid plans add features such as Git-based environments.
Where you are starting from
Where should your n8n setup start?
Most teams arrive with automations spread across tools and scripts. There are three ways to run n8n, and the choice depends on volume and where your data must stay.
TodayAutomations in Zapier, Make, scripts or done by hand
- n8n Cloud
Hosted by n8n
No servers to run. n8n looks after upgrades and hosting.
Best when data may leave your network and volume is steady.
- Self-hosted on Docker
One instance you run
n8n in a container on your cloud account, with a Postgres database.
Best when data must stay inside your environment.
- Queue mode with workers
Scaled for volume
A main instance queues executions in Redis and workers run them.
Best when many workflows run at once or traffic spikes.
What we do
What does n8n workflow automation include?
Eight pieces of work, scoped to the processes you want automated.
Workflow design
Triggers, steps and owners agreed first.
Workflow builds
Nodes, credentials and data mapping.
Salesforce automation
Salesforce node and API calls.
AI steps
AI Agent node for reading and drafting.
Human approval
A person decides before a step commits.
Error handling
Error workflows, retries and alerts.
Self-hosting
Docker, queue mode, backups, upgrades.
Migration
Zapier and Make automations rebuilt.
One workflow
What does an n8n workflow with Salesforce and AI look like?
A web form lead arrives. n8n looks up the company, an AI step drafts a summary, a sales lead approves the route, and Salesforce is updated.
approved
WebhookForm submitted
HTTP RequestCompany lookup
Salesforce nodeFind existing lead
AI Agent nodeSummary and fit
Slack approvalSales lead decides
Salesforce nodeCreate and assign
Native nodes first
The Salesforce node covers common record actions; the HTTP Request node calls any other Salesforce API.
AI where judgment helps
The AI Agent node reads the lead and drafts a summary. It proposes the route and does not assign it alone.
A person approves
Assignment waits until a sales lead approves in Slack.
Connections
Which apps does n8n connect to?
The connections we build most often. Anything with an API can be reached through the HTTP Request node.
- 01
Salesforce
Leads, cases and other records through the Salesforce node or the REST API.
- 02
Slack
Messages, alerts and approval requests.
- 03
Microsoft Teams
Notifications and approvals where staff already work.
- 04
Gmail
Inbound email as a trigger, and replies drafted for review.
- 05
PostgreSQL
The database behind self-hosted n8n, and a source for workflows.
- 06
OpenAI
Chat models for AI Agent and LLM steps.
- 07
Claude
Anthropic chat models for AI Agent steps.
- 08
GitHub
Workflows stored and reviewed in a Git repository.
Moving off Zapier or Make
How do Zapier and Make automations map to n8n?
Most concepts have a direct counterpart. We rebuild each automation in n8n and test it against the old one.
Zapier or Make
- Zap or scenario
- Trigger
- Action or module
- Filter, Paths or Router
- Formatter
- Delay
- Connected account
n8n
- Workflow
- Trigger node
- App node or HTTP Request node
- If and Switch nodes
- Edit Fields (Set) or Code node
- Wait node
- Credential
Inventory first
Every Zap and scenario listed with its owner, trigger and the apps it touches.
Rebuild and compare
Each workflow runs beside the old one until the outputs match.
Cut over in batches
Old automations are switched off one group at a time.
Production readiness
Is your n8n setup ready for production?
The checks we run before a workflow carries real work, and when we review an existing instance.
Reliability
- An error workflow attached to every production workflow
- Retries with waits on steps that call other systems
- Timeouts on long-running executions
- Alerts to a named owner when a run fails
Security
- Secrets kept in n8n credentials, never typed into node fields
- A least-privilege integration user in Salesforce
- Authentication on every production webhook
- User access set so people see only the workflows they own
Change control
- Workflows versioned in Git
- Separate development and production instances
- n8n upgrades tested before production
- Database backups with a tested restore
How it runs
How does an n8n automation project run?
Five stages. Your written proposal sets the scope and milestones before anything starts.
- 01
Map
Know the work.
- Processes and owners
- Current automations listed
- Hosting choice
- 02
Build
Workflows and connections.
- Credentials and users
- Workflows built
- AI and approval steps
- 03
Harden
Ready for failure.
- Error workflows
- Retries and alerts
- Git versioning
- 04
Test
Real cases.
- Runs on sample data
- Side by side with old automations
- Sign-off by owners
- 05
Run
Live with an owner.
- Cutover
- Monitoring
- Monthly upkeep, if you want it
Cost and timing
What it costs and how long it takes
The review is free
A 60-minute architecture review of your workflow automation setup, with a written plan you keep.
A fixed-scope proposal first
Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.
Timing follows scope
How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.
Client stories
Client work we have delivered
Real engagements, described by industry. Each story covers the starting position, what we built and how we delivered it, end to end.
Commercial & Business ServicesOne Operating Backbone From Quote to Invoice for a Fire Protection ContractorSales Cloud, work orders and scheduling for a fire protection contractor, synced two-way with QuickBooks Time, Dashpivot and Xero through custom Apex REST.Sales Cloud · Field Service · Salesforce Platform · Apex RESTRead the story 
Financial ServicesSelf-Hosted AI Research Infrastructure Behind a Salesforce Deal EngineSelf-hosted AI agent infrastructure for a US private equity advisory firm: n8n workflows, PostgreSQL, web research and Google Drive mandate documents, deployed with Coolify and writing results back to Salesforce.n8n · PostgreSQL · Coolify · FirecrawlRead the story 
EducationOne Tutoring Calendar Across Salesforce and TeachWorksSalesforce development for an Australian tutoring provider: a custom session calendar, two-way TeachWorks appointment sync, attendance and completion mapping, and session notes into after-session reports.Salesforce Platform · Lightning Web Components · Apex · TeachWorks APIRead the story Client reviews
What clients say about working with our architects
See how teams describe working with SynconAI, from first scope to production delivery.
Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide
Simply Outstanding
“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”
Sales CloudService CloudAgentforce
Jack BennettConsumer Goods & Retail · United States
“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”
Sales CloudService CloudNonprofit Cloud
Salesforce Managed ServicesAustraliaSalesforce Verified
“The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.”
Sales CloudSlackFlowAgentforceMuleSoft
ManufacturingAustraliaSalesforce Verified
“They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.”
Sales CloudFinancial Services CloudArchitectureAI
Financial ServicesUnited StatesSalesforce Verified
“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”
SalesforceExperience CloudCustom DevelopmentAutomationReporting
Salesforce ImplementationSalesforce Verified
Frequently asked questions
n8n workflow automation, answered.
Straight answers about n8n licensing, hosting, Salesforce, AI steps and moving off Zapier or Make.
Automating business processes with n8n workflows: a trigger, then nodes that read, change and write data across your apps, with AI steps, approvals and error handling where they are needed.
n8n calls itself fair-code. Its Sustainable Use License lets you use and self-host it for your own internal business purposes. Selling a product whose value comes mainly from n8n needs a different license.
n8n Cloud suits teams that want no servers to run. Self-hosting suits data that must stay in your environment, and queue mode spreads heavy volume across workers.
Yes. The Salesforce node handles common record actions, and the HTTP Request node calls any Salesforce API. We connect through a dedicated integration user with only the access the workflows need.
Yes. The AI Agent node calls a chat model such as OpenAI or Claude, uses the tools you allow, and can require a person to approve before a tool runs.
Each production workflow gets an error workflow that alerts an owner, retries on steps that call other systems, and execution logs that show which run failed and why.
Yes. n8n source control links an instance to a Git repository on Business and Enterprise plans. Without it, we export workflow files to Git as part of each release.
Yes. As your n8n consultant, we list every automation, rebuild each one in n8n, run it beside the old one until the results match, and switch over in batches.
n8n is a trademark of n8n GmbH. Salesforce is a trademark of Salesforce, Inc. Zapier, Make, Slack, Microsoft Teams, Gmail, PostgreSQL, Redis, Docker, Git, GitHub, OpenAI, Claude and Anthropic are trademarks of their owners. SynconAI is an independent consulting firm; apart from its Salesforce and OpenAI partner status, it is not affiliated with or endorsed by these companies.
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