Automation & Integration
Business automation and software integration
Most businesses already have the right tools, but they don't talk to each other. We connect them and automate the steps in between, so information is entered once and ends up everywhere it should.
- Free 30-minute call
- Fixed-price quote
- Support after launch
Enter information once
Data moves between your tools on its own, so nobody types it twice.
Nothing slips through
Reminders, follow-ups and approvals happen on time, every time.
Hours back every week
Your team spends its time on customers instead of copy and paste.
What's included
Automation & Integration services
Business automation
Reminders, follow-ups, approvals, invoices and data entry that happen on their own.
API and software integration
Your website, CRM, booking system, payments and accounting software sharing data automatically.
Salesforce integration
Salesforce connected to your forms, LMS, payments and other apps, with records kept clean and in sync.
Data migration and clean-up
Move from spreadsheets or an old system into a new one, with duplicates and errors fixed along the way.
Alerts and notifications
The right person is told when something needs attention, by email, text or phone.
A good fit if
- Your team types the same information into more than one place
- Tasks get missed because they depend on someone remembering
- Your CRM, website and accounting software don't share data
- You're switching systems and need your data moved
Tools and platforms
We work with the software you already use, and recommend new tools only when they clearly help.
- Salesforce
- QuickBooks
- Stripe
- Google Workspace
- Microsoft 365
- WordPress
- REST APIs
- Webhooks
How it works
From first call to finished, in four steps.
-
1
Map your workflow
We walk through how work moves between people and tools today.
-
2
Design the automation
We show you what will happen automatically, and what stays with your team.
-
3
Build and test
We connect your tools and test with real examples before switching it on.
-
4
Monitor and support
Alerts if anything fails, and changes as your process evolves.
What can be automated?
Anything repetitive that follows the same steps: data entry, reminders, follow-ups, approvals, invoices, reports and notifications between your tools.
Do I need to change my software?
Usually not. We start by connecting the tools you already use, and only suggest new ones when there's a clear benefit.
Do you work with Salesforce?
Yes. We connect Salesforce to forms, websites, learning platforms, payments and other apps, and keep records in sync.
What happens if something breaks?
Automations include error alerts, and our support plans cover monitoring and fixes so problems are caught early.
Is my data secure?
We use official APIs, secure connections and the minimum access needed, and we document exactly where your data goes.
Get started
Get a free quote
Tell us what you need. We'll reply within one business day to set up a free 30-minute call.
- A fixed price before any work starts
- Plain-English advice, no jargon
- No obligation
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