Directory/Sphynx Automation
Sphynx Automation

Sphynx Automation

Accepting new clients
Gold
United States, Florida, Naples
  • Gold
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:

  1. DIY Courses and templates $25-$2,500
  2. Hourly coaching sessions $300/hour
  3. Custom Automation Services / Projects $500-$15,000 (complexity-based)

Requirements:

  1. Clear goal / solution you are pursuing
  2. Documented workflows and processes
  3. 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
Amazing work!
Oct 02, 2020
Arielle is amazing! Her and her team helped me automate my business both externally and internally. This has helped me save so much time, money and frustration. Being able to customize my automation according to how my business is growing is priceless. She’s always gone above and beyond to help.
Integration Expert
Oct 02, 2020
Arielle at Sphinx Automation is the integration Queen with connecting apps to one another. I am very grateful of the services I received.
Excellent service
Oct 02, 2020
Arielle did a great job helping me improve the efficiency of my firm.
Automation Domination
Oct 02, 2020
Sphynx Automation listened to what I wanted done and made it happen. They produced several multi step zaps for my company so that we can be as automated as possible. I will continue to refer them to everyone I know.