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
Indispenseable technical resource and Integration Expert!
May 31, 2025
For two years, Robin has been a key technical resource, significantly contributing to numerous integration projects. He consistently shows high responsiveness and a thorough grasp of intricate business needs from the start. Robin's technical acumen has been central to developing and implementing many end-to-end integrations; his Zapier and custom API adeptness proving indispensable for achieving key business objectives.
Trainward saved my engagement!
May 20, 2025
Robin at Trainward was the most professional, prolific and thorough integrations expert I've ever worked with. When you work with Robin you feel like you have a team member helping you solve problems versus a contractor taking on a 'task' for you. You will not regret hiring Trainward. Ask for Robin - he was fantastic. If I could give 10 stars, I would.
From beating our head against a wall to back in business!
May 16, 2025
Robin not only got our Shopify to QB Zapier issue sorted out, but even enjoyed doing it. That's how you know you got the right expert! When they find your challenges a nice puzzle to untangle, it is a sure sign they have the skills and will keep tackling the problem until it is right.
QB likes to change things on the regular (and not necessarily for the better) which can snarl up even the best Zaps which is why it was SO nice to have someone that could confidently wade though it all.
Excellent Skills & Communication
May 14, 2025
Robin has been such an excellent partner in fixing all issues related to Zapier. HE was communicative, effective and certainly knowledgeable with a never give up mindset which I loved. Really recommend this guy hugely!
Excellent Consultant
May 08, 2025
Robin is an exceptional Zapier expert who has transformed our business in Buffalo, NY, with his efficient, reliable, and responsive approach. His creative solutions have streamlined our operations, saving us countless hours through expertly crafted automations. Working with Robin is an absolute pleasure, and his consulting has significantly improved our business processes. I highly recommend him to anyone looking to enhance workflow efficiency, and boost operational productivity.