Trainward Consulting
Accepting new clients
Silver
United States, Texas, Dallas
Resources
Solution Partner Company Size
- 1 employee (solopreneur)
Project Budget
- $251 - $500
- $501 - $1,000
Minimum Spend
- Minimum spend of $200
Free Discovery Call
- Yes
Services
- Building an automation, workflow, business process or a Zap
- Building a public or private Zapier integration/API and/or custom coding
- Fixing a few Zaps (1-10 Zaps)
- Fixing multiple Zaps (10+ Zaps)
- Setting up and implementing Zapier
Service Regions
- Europe
- North America (Canada & United States)
- Oceania (Australia & New Zealand)
Language
- English
Tools Most Commonly Worked With
- ClickUp
- DocuSign
- GetResponse
- HubSpot
- Jotform
Industries Primarily Served
- Banking & Financial Services
- Construction & Engineering
- IT Services
- Professional Services & Consulting
- Sales
Employee Size Primarily Served
- 11-50
- 51-250
Trainward Consulting is a certified Zapier partner
Hi, I’m Robin Joseph, founder of Trainward Consulting and a QuickBooks automation expert.
I help businesses eliminate manual data entry and reduce accounting errors by integrating QuickBooks Online with tools they already use—Salesforce, Shopify, Smartsheet, Typeform, and more.
Recent automations:
- Salesforce → QBO
- Closed-Won deals auto-generate invoices—no billing lag, no manual work.
- Typeform → Sheets → QBO
- Client form responses get cleaned in Sheets and invoiced in QBO automatically.
- Smartsheet → QBO Estimates
- Click “Add Row,” and a detailed estimate appears in QuickBooks instantly.
- DocuSign → QBO
- Signed contracts trigger auto-invoicing with full detail extraction from PDFs.
- Shopify sync issues
- Solved SKU, discount, and tax mapping—no more reconciliation problems.
Why work with me:
✔️ Complex Zaps with logic (filters, formatters, branches)
✔️ Webhook/API workflows that go beyond built-in apps
✔️ Finance-first mindset—clean books, every time
✔️ Experience with QBO + HubSpot, ClickUp, Smartsheet, DocuSign, and more
Whether you're a founder, accountant, or implementation team, I help automate the busywork so you can focus on growth.
👉 Let’s connect: www.trainward.com
Clients
Reviews
5
10 reviews
Automations Expert
Jan 28, 2026
They’re experts in niche automations designed to bridge operational software seamlessly. I highly recommend them if you need a team that can integrate with your operating system and create reliable, efficient connections.
Creative, Fast, Expert Autmation Assistance. My Go-To guy!!!
Jan 27, 2026
Robin is amazing. His understanding of accounting and business makes it extremely easy to for him to understand what you are trying to accomplish in your organization. Add to that his expertise with Quickbooks and various autmation platforms, he's the perfect fit for anyone who needs integrations built to streamline their workflows and improve any operational process.
Absolutely Fantastic Will Use Again
Dec 18, 2025
Robin was absolutely fantastic and able to fix my Service Titan QBO zap. I will use him for all my future projects.
Easy, efficient and to the point work
Jul 09, 2025
Will use in the future!
Video demos made it easy for someone like me to understand.
Great Communication and fast implantation
Jun 05, 2025
hired him for obtaining lead info from gmail and send it to my CRM. different lead info from different platforms were implemented quickly and debugged. process was painless and communication was on point. and very reasonable prices on top of all that :).