Your Systems, Finally Talking to Each Other
AI-powered workflow analysis, seamless integrations, and ongoing support — so you can stop copy-pasting and start growing.
AI-Powered Analysis
Our AI maps every workflow, API, and data handoff — finding inefficiencies humans miss.
Any System, Any Workflow
From spreadsheets to enterprise platforms, we integrate whatever your team actually uses.
Audit-First, Always
Every engagement starts with a Workflow Audit — a fixed-price assessment that tells you exactly what it would cost to fix your integrations.
Ongoing Support
We don't disappear after launch. Monthly retainers keep your integrations running smoothly.
How it works
Audit
We map your current systems and workflows, identify exactly where time and money are being lost, and deliver a fixed-price build proposal. No surprises.
Quick Win
Pre-built templates for the most common system pairs. Revenue Sync, Order to Books, Client Onboarding — deployed fast because the architecture is proven.
Custom Build
Multi-system, fully custom workflow automation scoped from your audit. Always fixed-price — no hourly billing, no scope creep surprises.
Retain
We monitor, maintain, and evolve your integrations 24/7. When something breaks, we're usually fixing it before you know anything happened.
What Could Your Business Actually Automate?
Most business owners don't know what's possible until they see it. These are real integrations built from tools small businesses already use — not hypotheticals.
Sales & Revenue
Website Form / Typeform → HubSpot, Zoho, Salesforce
New Lead Auto-Created in Your CRM
Someone fills out your contact form and a contact is instantly created in your CRM, source tagged, and a follow-up sequence triggered. Leads can't fall through the cracks if there's no human step required.
CRM → PandaDoc / DocuSign + QuickBooks
Won Deal → Proposal, Contract, and Invoice
Deal marked Won in your CRM triggers a proposal, sends it for e-signature, and creates an invoice the moment it's signed. Days of back-and-forth compressed to one automatic chain.
HubSpot / Zoho ↔ QuickBooks / Xero
CRM + Accounting Always in Sync
Every invoice, payment, and contact update flows between your CRM and accounting software automatically. No reconciling. No double-entry. Your numbers are always current in both places.
Finance & Accounting
Shopify / WooCommerce → QuickBooks / Xero
Every Order Auto-Posted to Your Books
A customer places an order or requests a refund and the accounting entry is created automatically — revenue, refund, and payout all handled. Most businesses save 5–15 hours per month without touching a spreadsheet.
Asana / Monday.com → QuickBooks / FreshBooks
Milestone Complete → Invoice Sent
A project task is marked complete and an invoice is generated, sent to the client, and tracked automatically. Cash flow accelerates without anyone chasing down when to bill.
Revenue, pipeline, orders, support — one view
Live Business Dashboard — Always Current
Data from your CRM, accounting software, and e-commerce platform pulled into a single auto-refreshing dashboard. No Monday morning exports. No spreadsheet assembly. You open it and the numbers are there.
Client & Customer Operations
DocuSign / HelloSign → Google Drive + Slack + CRM
Contract Signed → Client Fully Onboarded in Seconds
Contract signed triggers a welcome email, client folder creation, project setup, calendar invite, and team notification — all within seconds. Nothing forgotten, nothing done manually.
Email / Help Desk → Slack / CRM
Inbound Request → Right Person, Right Priority
A support request arrives, gets auto-categorized, matched to the client's account tier, assigned to the right rep, and starts an SLA timer. High-value clients never wait behind general inquiries.
Calendly / Acuity → CRM + Email
Appointment Booked → Everything Follows
Client books a meeting and a confirmation goes out, the CRM record updates, a reminder sequence starts, and your team gets a prep summary. Professional from the first touchpoint.
HR & Internal Operations
HRIS / ADP → IT Systems + Slack + Task Manager
New Hire → Fully Provisioned Before Day One
Hire record created triggers email provisioning, Slack workspace access, HR entry, and an onboarding task list for the manager. First day has zero setup friction and nothing is left to memory.
Shopify / Square → Vendor Email + Slack
Low Stock → Reorder Without Anyone Noticing
Product quantity drops below your threshold and a reorder email goes to your supplier, an ops alert fires in Slack, and the inventory log updates. Stockouts become a thing of the past.
Approval Tool → Vendor + Accounting
Purchase Approved → Order Placed Automatically
Manager approves a purchase request and a PO is sent to the vendor, the expense is logged in accounting, and the requester is notified. No chasing approvals through email chains.
What is a Workflow?
A workflow is a single, discrete automation that moves data or triggers an action between two or more systems in response to a defined event.
One workflow = one trigger + one defined outcome.
A new form submission automatically creates a contact in your CRM
A closed deal in your CRM automatically creates a project task and sends a welcome email
A paid invoice in Stripe automatically updates your accounting software
Ready to stop copy-pasting and start scaling?
Every engagement starts with a Workflow Audit — scoped, fixed-price, credited toward your build.