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Directory/Alejandra Ortega
Alejandra Ortega

Alejandra Ortega

Accepting new clients
Silver
Dallas, Texas
  • Silver
Solution Partner Company Size
  • 1 employee (solopreneur)
Project Budget
  • $251 - $500
  • $501 - $1,000
  • $1,001 to $5,000
  • $5,001 - $10,000
  • $10,001 - $200,000
Minimum Spend
  • Minimum spend of $250
Free Discovery Call
  • Yes
Services
  • Building an automation, workflow, business process or a Zap
  • Fixing a few Zaps (1-10 Zaps)
  • Fixing multiple Zaps (10+ Zaps)
  • Learning more about Zapier before signing up
  • Setting up and implementing Zapier
Service Regions
  • Caribbean
  • Europe
  • Latin America (including Mexico)
  • Middle East
  • North America (Canada & United States)
Language
  • English
  • Spanish
Tools Most Commonly Worked With
  • Acuity Scheduling
  • Asana
  • Calendly
  • ConvertKit
  • DocuSign
Industries Primarily Served
  • E-commerce
  • Education & Training
  • Marketing
  • Non-Profit
  • Professional Services & Consulting
Employee Size Primarily Served
  • 1-10
  • 11-50
  • 51-250

Chief of Making it Happen | Online Systems Strategist | Custom Zapier Automations for Small Businesses

I connect the tools your business runs on with Zapier, so you stop being the human middleman.

I’ve been building systems and automations for small businesses since 2013. Most of my Zapier work connects tools like Xero for accounting, Google Sheets for reporting, and SignNow for contracts. I’m also an Ontraport Certified Expert, so if that’s your CRM, I know it inside out.

Any of these sound like you?

You’re the connector between your tools. You copy new sales into your accounting software, update spreadsheets by hand, and chase signatures. I’ll build Zaps that move the data for you, accurately, every time.

Your Zaps are broken or half-built. Something stopped firing, or you got stuck partway through. Show me what you have and I’ll diagnose it and finish it properly.

You know you should automate, but you’re not sure where to start. I’ll help you work out what’s worth automating and what should be simplified first.

How I work

  1. Free intro call. We talk through your tools, your process, and what’s eating your time.
  2. Map it first. I ask what the system is trying to do, what data needs to move, and where things break or get missed.
  3. Build and test. I build Zaps around your real workflow, not a generic template, and test them before handoff.
  4. Keep it running. Businesses change, and so should their automations. I offer ongoing support by retainer or hourly, so your Zaps keep doing what you need.

Who I work with

Course creators, consultants, agencies, non-profits, teachers, and professional services. I’m always happy to dig into a new tool stack. I take on a limited number of clients at a time so every project gets real attention.

I’m a native English and Spanish speaker.

Ready to stop doing it by hand? Book a free intro call and let’s map out what to automate first. https://alejandraortega.com/talk-to-me

Reviews
5
1 review

Our go-to Zapier expert for syncing multiple mission-critical platforms

Alejandra has been part of our team at Happily Family for over six years, and she’s the person we trust with the connections between our tools. She built the Zapier integration that logs our membership purchases from Mighty Networks and Stripe into our CRM, including recurring payments. When our original setup relied on tags, she rebuilt it so renewals were recorded reliably, and she added filters so cancellations only triggered the right automations. When a purchase slipped through, she quickly traced it to a single field in the Zap and fixed it. What sets her apart is follow-through: she doesn’t mark a task done until she’s watched live transactions run correctly, and she sets reminders to check again weeks later. That reliability is what lets us trust our sales data and track revenue back to our ads. Highly recommended.