Sphynx Automation
Accepting new clients
Gold
United States, Florida, Naples
Solution Partner Company Size
- 2-4 employees
Project Budget
- $251 - $500
- $501 - $1,000
- $1,001 to $5,000
- $5,001 - $10,000
Minimum Spend
- Minimum spend of $100
Free Discovery Call
- Yes
Services
- Fixing a few Zaps (1-10 Zaps)
- Learning more about Zapier before signing up
Service Regions
- United States (only)
Language
- English
Tools Most Commonly Worked With
- ActiveCampaign
- Acuity Scheduling
- Calendly
- Constant Contact
- DocuSign
Industries Primarily Served
- Banking & Financial Services
Employee Size Primarily Served
- 1-10
Sphynx Automation is a certified Zapier partner
Sphynx Automation helps RIAs, Financial Planners / Advisors and other service-based financial professionals like accountants, bookkeepers and CPAs save time and make more money by implementing custom automations into their unique, existing processes.
Service / Products:
- DIY Courses and templates $25-$2,500
- Hourly coaching sessions $300/hour
- Custom Automation Services / Projects $500-$15,000 (complexity-based)
Requirements:
- Clear goal / solution you are pursuing
- Documented workflows and processes
- A single point of authority
Common Applications: Wealthbox, Redtail, Quickbooks, Calendly, Acuity, Mailchimp, MailerLite, Dubsado, Kajabi, Process Street, Jotform, Trello, Hubly, Asana and more
Media
Reviews
5
24 reviews
Great to work with and knows their stuff!
Jan 17, 2023
Sphynx Automation made it easy to build out my process through technology and automate it. Saves me tons of time and manual data entry error. The process of working together was straight forward and easy. Highly recommend!
They Really Know Zapier!
Jan 07, 2023
I've had the pleasure of working the Sphynx Automation team, and I am very impressed with their knowledge of Zapier.
They helped me fix a particularly challenging (to me anyway) Zap. And they also coached/educated me about how to use Zapier better in general, as well as giving me some really in-depth tips.
Recommended!
Best of the best
Dec 30, 2022
They take time to really understand how you work, not just what the end result is. It's great to get a customizable plan with what you have and not a sales pitch to buy more services/products. They also share best practices from what they've learned in the industry. They are prompt, professional, and reliable.
A trusted source for automation help
Dec 20, 2022
I've engaged Sphynx Automation multiple times for multiple reasons. I have never been disappointed, and their integrations and automations have provided lasting, daily value to my firm. It's hard to overstate how much time this can save you.
Glad to have a tech partner!
Dec 19, 2022
We are very glad to have a tech partner like Arielle and her team so we don't have to figure out all of this stuff by ourselves!