Connect your tools, eliminate manual data entry, and free your team for high-value work — without replacing any software you already use.
Book a Free Discovery Call →Every business has a list of tasks that happen the same way every time — copying data from one system to another, sending the same confirmation email, updating a spreadsheet after every job, moving a card in a project board. These tasks take minutes each but add up to hours every week.
Workflow automation handles all of it. We use Zapier and Make.com to build connections between your existing tools — your CRM, your scheduling software, your invoicing system, your communication platforms — so information flows automatically and nothing falls through the cracks.
The most common workflow automations we build include: new lead capture and CRM entry from any source, job completion triggers that send invoices, review requests, and follow-up messages, internal notifications when key events happen in your pipeline, data syncing between your scheduling software and CRM, onboarding sequences for new clients, payroll and timesheet reminders, and reporting summaries delivered to your inbox on a schedule.
We build automations across the full stack of small business software: GoHighLevel, HubSpot, Salesforce, Jobber, ServiceTitan, Housecall Pro, QuickBooks, Xero, Google Workspace, Microsoft 365, Slack, Asana, Monday.com, Calendly, Acuity, DocuSign, and hundreds of others. If the tool has an API or a Zapier integration, we can connect it.
Zapier is faster to set up for simple one-to-one automations and has the largest library of integrations. Make.com (formerly Integromat) is better for complex, multi-step workflows with conditional logic and data transformation. We use both and will recommend the right tool based on what you need to automate and your budget. Many clients use a combination of both.
We start with a workflow audit — mapping every manual, repetitive process in your business to identify automation candidates. We prioritize by time savings and error reduction, then build in order of impact. Each automation is tested thoroughly before going live, and we document exactly how it works so your team understands what is happening and why.
Automations occasionally break when software companies update their APIs or change their interfaces. Clients on our monthly retainer get priority support when something stops working, plus ongoing additions as new automation opportunities arise in their business.
No. Workflow automation works with your existing tools. The goal is to connect what you already have, not add new platforms.
Project cost depends on the number and complexity of automations. Simple workflows start around $500. Complex multi-system builds range from $1,500 to $5,000. We scope everything upfront with a fixed quote.
We monitor critical automations and fix issues quickly. Clients on retainer get same-day support for broken workflows.
Absolutely. Many clients start with one high-impact automation and expand from there once they see the results.
Yes. We document every automation and train your team so you are not dependent on us to make changes or understand what is happening.
Book a free call and we will walk through your current workflows to identify the highest-value automation opportunities.
Book Your Free Call →