To make sure we can accomplish your needs, first we need to evaluate your tech stack. This is all the software you use in your system to make sure it can work with Zapier or at least has an API aspect. If the software is not built to scale with your business, we take the time to learn about why you like it, then we work together to find the right solution and move all your critical data to the new solution.
The automation setup is the meat and potatoes of my services. This is where we actually tell our automation (Integromat/Zapier) which data to pull and where to put it. This takes time and consideration as we need to guarantee accuracy, put information into the correct places, and not create infinite loops between different tasks.
Our ongoing maintenance depends on what we have set up for you and what level of support you need. At the very basic level, we offer our managed services packages which ensure there are no errors, and include some extra hours each month for your requests, changes, and additions. You can learn about our service packages below.
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