We help businesses unlock efficiency through smart automation. As a Zapier-Certified Silver Partner, we specialize in designing, building, and maintaining scalable workflows that eliminate manual tasks and integrate tools across the entire technology stack. Our approach starts with understanding each organization’s unique processes. From there, we streamline operations using no-code and low-code automations, connecting CRMs, ERPs, collaboration tools, spreadsheets, and more. Whether improving lead management, finance operations, or customer support, we deliver reliable automations with strong governance, documentation, and ongoing optimization. Our mission is to empower teams to focus on meaningful work, while automation handles the repetitive tasks.

Infinite Loops builds repeatable growth systems for SaaS, SMBs, and early-stage teams. We fix the part most companies ignore: you don’t need more campaigns, you need a system that works every time. Everything starts with Product–Market Fit. Not everyone loves you, and that’s fine. We identify the users who do, what they value, and the exact signals that predict activation, retention, and revenue. Then we automate the journey around them. Our work focuses on three pillars: 1. Product–Market Fit We surface your strongest audience, map the value language they use, and turn insights into messaging, onboarding, and lifecycle flows built around real user behavior. 2. Lifecycle Automation We design and build automated systems across your CRM, Zapier, Mixpanel, and product data: onboarding, activation, retention, expansion, reactivation. Zero fluff. Clear triggers, clean data, and messaging that moves people forward. 3. Clarity & Execution Your teams get one source of truth for the user journey. No siloed tools. No guessing. We remove complexity, unblock operations, and let your business run on repeat. Zapier is one of the core tools we use to make this happen. It connects your product, CRM, data warehouse, analytics, support, sales, and marketing into a single system. Fast to build, easy to maintain, and scalable without engineering bottlenecks. Examples of what we set up: • Value-based onboarding that adapts to user behavior • Automated lifecycle journeys powered by real events, not guesses • Qualification, lead routing, and CRM enrichment • Mixpanel → CRM data loops for precise messaging • Re-engagement and churn-prevention triggers • Internal ops automations that eliminate repetitive tasks • Multi-language lifecycle experiences • PMF survey systems and user-feedback loops Our philosophy: Growth isn’t something you chase. Growth is something you repeat. If you want a growth engine that runs cleanly, consistently, and without drama, Infinite Loops builds it.

ENUMS is a technology solutions and services company specializing in delivering secure, scalable, and intelligent digital solutions for enterprises. We help organizations modernize their IT landscape through expertise in Microsoft technologies, cloud platforms, enterprise applications, managed services, and emerging AI-driven solutions. With a strong focus on quality, innovation, and customer satisfaction, ENUMS partners with clients to drive operational excellence, digital transformation, and sustainable business growth.

Gisch Consulting offers a fully guided and supported process for selecting, testing and implementing a project management solution to help SMEs embrace cloud productivity solutions. One of the key differences between Gisch Consulting is the deeper understanding of how systems and processes are interconnected and combined to suit your organisation’s unique circumstances.

DotJoin specializes in helping businesses achieve their digital transformation goals with tailored solutions that save time, optimize processes, and drive growth. Working with start-ups, scale-ups, Government, and everything in between - we create impact and transform businesses of all sizes! Some of my past impactful projects: * Directly partnered with Provincial (BC Ministry of Jobs, Economic Development and Innovation) and Federal Government ministries (Ministry of Innovation, Science and Economic Development Canada) to operationalize over $60M in grant funding programs. From 2021 to 2024 I led the comprehensive development and deployment of scalable grant program operations spanning the entire lifecycle from application intake through government reporting, leveraging Salesforce CRM architecture to manage Federal and Provincial programs end-to-end. Delivered significant cost savings by eliminating redundant SaaS subscriptions and optimizing the technology stack, while simultaneously designing and implementing an organizational data warehouse that established a unified source of truth for impact measurement and program performance analytics, enabling data-driven decision making across all operations. * Developed and supported several digital agencies (web development, content, digital marketing) through their analytics and attribution optimization with Google Analytics, Google Tag Manager through container audits, new implementations, and establishing better lead-to-live marketing / sales attribution within CRMs (Hubspot & Salesforce). With this I have since developed and launched my own server-side tracking platform (Metrix) providing agency organizations further tracking capabilities and insights for their customers. * in 2024, I was directly responsible for the implementation of a sales-led GTM strategy within a SaaS organization, establishing a single-source-of-truth (SSoT) for analytics across various platforms (marketing website, Hubspot, Stripe, and internal application). Through the use of automation tools (Zapier & n8n), I harmonized marketing, sales, operations, and financial data creating an optimized foundational operation to facilitate future scalable growth. Whether it's Zapier or another digital tool, DotJoin helps businesses solve challenges within their business in order to save time, money, and stress. Combining automation, AI, analytic, and a variety of technical systems - we are a trusted strategic partner in your success and growth!

Harmon Digital helps growing businesses automate operations and accelerate revenue with Zapier. We design and build no‑code workflows that streamline processes, eliminate manual tasks, and improve data reliability delivering pragmatic automation that scales with your team.

Most automation breaks quietly. The Zap goes green, the record never lands, and nobody notices until the accounts don't add up. I know because I get to find out the hard way: I run my own businesses on this stuff, so when a workflow lies to me it costs me my own money. That's why everything I build reports what it did, what it skipped, and why. In plain English, somewhere you'll actually look. A green tick is not evidence. Right now my own operation runs nine projects on thirty-one scheduled jobs, roughly four and a half thousand runs a month, with about a thousand pieces of wiring mapped so I can answer what feeds what without guessing. None of that is a client case study. It's the thing I use on a Tuesday. The work I take on: Getting documents into records, so invoices, delivery notes and supplier paperwork stop being retyped by a person. Joining up tools you already pay for, across accounting, e-commerce, CRM and scheduling. Putting AI in only where it earns the place, which usually means answering over your actual data instead of improvising. Repairing automation somebody else half built and left. And reporting that assembles itself, so there's one place to look each morning. Independent is the point, not an apology for it. There's no account manager and no handover to a junior. You get the person whose hands are on it, which for a ten-person business is usually what you wanted anyway. How it starts: one process, the one that irritates you most, at a fixed price small enough that you can judge the work before you trust me with anything bigger. It grows from there if it earned it. Zapier Silver Solution Partner, certified across their technical and sales tracks. Based in London, working in English and French.

next8n helps businesses in the DACH region build automation systems that actually stick. The work covers everything from connecting tools that should have been talking to each other years ago, to deploying full AI-powered workflow systems for enterprise clients. The team works across regulated industries where reliability, data compliance, and documented processes are non-negotiable. Zapier sits in the stack wherever clients need a managed, business-user-friendly automation layer without infrastructure overhead.

ClarityShaping supports the small and midsize business (SMB) sector with fractional operations support to enhance business efficiency, streamline operations, and reduce costs. The project approach: 1. Create clarity in business operations by documenting processes and performing an operational gap analysis. 2. Shape, simplify, and streamline operations by eliminating bottlenecks and non-value-added tasks. 3. Automate processes using Zapier to move your organization from manual tasks to strategic work. Client engagement options: 1. Quick consult - Get feedback and suggestions on which operational improvements and Zapier automations best align with your business vision. 2. Kickstart project - Get help assessing, improving, and automating your process(es), but no on-going commitment or fees. 3. Operational setup and support - Full assessment, improvement projects, and automation setup with ongoing support. Certified Six Sigma Black Belt (SSBB), Project Management Professional (PMP), Woman-Owned Small Business (WOSB)

we do all things automation

Automation Consultants Who Actually Understand Your Business We help startups and scaling teams automate the workflows that matter — so you can focus on growth, not busywork. No cookie-cutter solutions. Just automation that moves your KPIs.

Architecting the Future of Enterprise Operations: AI Orchestration, Automation, and Digital Transformation The AI landscape is moving at breakneck speed, leaving many organizations caught between infinite hype and fragmented, fragile tools. Digital Bone Studios cuts through that confusion. We do not just build single-step automations. We partner with mid-market and enterprise leadership to execute true digital transformation, turning advanced AI orchestration and automated infrastructure into a competitive powerhouse. As a full-stack software engineering firm and certified Zapier Partner, Digital Bone Studios specializes in bridging the gap between cutting-edge AI models, legacy line-of-business software, and custom applications. 🚀 Strategic Pillars * Enterprise AI Orchestration: We design intelligent, multi-agent workflows that embed Large Language Models (LLMs) directly into your business logic. We build the guardrails that make AI safe, reliable, and profitable for enterprise use. * CRM & Database Infrastructure: We engineer end-to-end alignment for platforms like Salesforce, HubSpot, and relational databases such as SQL Server, ensuring flawless transactional syncs and zero dropped data. * Custom API Bridging & Hybrid Code: When native integrations hit a wall, we leverage the Zapier Developer Platform, custom webhooks, and advanced code execution (JavaScript and Python) to connect proprietary web applications and custom cloud architecture like .NET and Next.js. * Workflow Refactoring & Cost Optimization: We audit and refactor inefficient, sprawling workflows. By utilizing native filtering, webhooks, and code loops, we frequently slash Zapier task consumption by 40% to 70% while improving system speeds. 🛠️ Featured Technical Stack * AI: OpenAI, Anthropic, Custom LLM API Deployments, Zapier AI Actions * CRMs & Apps: Salesforce, HubSpot, Stripe * Data & Cloud: SQL Server, Custom REST APIs, Webhooks, Code by Zapier Let us cut through the noise and build a high-integrity automated engine for your business. Click the contact button to schedule an architectural discovery session with Digital Bone Studios.

Struggling with manual tasks, disconnected systems, or missed opportunities? You’re not alone. At DesignUp, we help forward-thinking businesses automate complex workflows, build custom AI agents, and optimize operations using Zapier. As AI Automation Architects and System Integrators, we specialize in connecting your entire tech stack - from your website and CRM to your internal tools. We don’t just move data; we build intelligent business engines. whether you need a custom AI Agent to handle support, or a complex API integration to run your backend, we design systems that scale as you grow. 🚀 How We Help: ✅ Tired of manual data entry? We’ll sync your website forms, lead magnets, and eCommerce orders instantly to your CRM and marketing tools. ✅ Need intelligent help? We build Custom AI Agents that can draft emails, analyze data, and handle customer inquiries 24/7. ✅ Leads falling through the cracks? We’ll create automated nurture sequences that ensure every prospect gets a timely, personalized follow-up. ✅ Complex requirements? We use Python/JavaScript and Webhooks to build advanced logic that standard integrations can't touch. 🔹 Billing Approach: Fixed pricing for defined projects (like AI Agent builds), monthly support packages for ongoing management, and hourly rates for consulting or troubleshooting. 🔹 Works With: OpenAI (ChatGPT), Anthropic (Claude), HubSpot, Salesforce, Shopify, Slack, Airtable, Notion, Stripe, and any platform with an API! Let’s Build Your Automated Future! 📅 Book a Free Discovery Call to discuss your automation roadmap and see how we can help.

Twopir (2πr) Technology & Consulting is a technology consulting firm specializing in Salesforce, HubSpot, and AI-driven solutions, helping businesses streamline operations, enhance customer engagement, and leverage data-driven insights. Since 2014,Twopir has delivered custom CRM implementations, marketing automation, workflow optimization, and system integrations tailored to diverse industries including healthcare, financial services, retail, real estate, and technology. By combining innovation, analytics, and AI,Twopir empowers organizations to improve efficiency, make informed decisions, and achieve measurable business growth.

MLVeda is a private equity-backed technology services firm specializing in workflow automation, system integration, and custom middleware development for organizations ranging from Fortune 500 enterprises to fast-growing SMBs. With over a decade of experience in the e-commerce and SaaS ecosystem, MLVeda has established itself as a trusted partner for digital transformation, delivering tailored solutions that drive operational efficiency and business growth. Our global team, comprised of more than 50 engineers and technology experts, provides 24/7 support and strategic consulting to clients worldwide, ensuring seamless project delivery and ongoing optimization. MLVeda’s expertise spans the integration of leading platforms—including Shopify, Salesforce, HubSpot, and ERP systems—enabling unified, automated workflows that connect disparate systems and streamline complex business processes. We leverage cutting-edge automation tools and frameworks, including no-code and agentic-AI solutions, to eliminate manual tasks and empower teams across sales, marketing, finance, and operations. Our deep understanding of workflow automation allows us to design and implement scalable solutions, from simple task automations to advanced multi-step workflows with logic branching, data transformation, and AI-driven decision-making. By partnering with MLVeda, organizations unlock the full potential of their technology stack—achieving unified data, improved agility, and enhanced customer experiences. Whether you’re looking to automate routine processes, orchestrate cross-platform data flows, or deploy AI-powered agents, MLVeda delivers the expertise and support needed to accelerate your automation journey.

Bespoke, automated operating systems and tailored consulting designed around how your business actually works.

Polaris builds the revenue engines that let you scale without chaos, execute without ramp time, and turn AI into a competitive advantage. We bring the clarity and discipline your GTM org needs to win in the AI era.

FattahFactor helps small and mid-sized businesses simplify operations through smart workflow design, app integrations, automation, and AI-enabled process improvement. We work with teams that are dealing with manual handoffs, disconnected systems, repetitive admin work, messy intake processes, inconsistent follow-up, or limited visibility across their business. Our Zapier services include: 1. Building new Zaps and workflow automations 2. Fixing and optimizing existing Zaps 3. Connecting forms, CRMs, email, spreadsheets, Airtable, project tools, and other SaaS platforms 4. Automating client intake, lead routing, notifications, task creation, reporting, and follow-up workflows 5. Training teams on how to manage and improve their automations 6. Helping businesses decide what should be automated, what should stay manual, and where Zapier fits into the broader tech stack FattahFactor is best suited for businesses that want practical automation outcomes without overcomplicating their systems. Our approach is discovery-first, meaning we take time to understand the workflow, pain points, tools, and business goals before building.

At Opex Consultants, we help customers streamline their operations leveraging Zapier tehcnology. With our exclusive resources and specialized training, we can provide the dedicated support companies need to success plan, execute, and enable greater efficiencies. We design and deploy websites, applications, software, machine learning systems, automation flows, and online marketing campaigns We also bring over 20 years of experience helping businesses take control of technology costs and telecom expenses. Our team of seasoned consultants delivers strategic, data-driven solutions that uncover hidden savings, simplify vendor management, and reduce operational waste. From contract audits to lifecycle optimization, we provide the clarity and control needed to run leaner, smarter operations—while aligning every dollar spent with your long-term business goals.

Your go-to ally for no-code and low-code automation that actually moves the needle. I’m a Zapier Certified Expert, serving clients worldwide. As a veteran business-transformation consultant with 20+ years in CRM, ops, and revenue platforms, I design Zapier solutions that shave hours off routine work while keeping data clean, compliant, and audit-ready. What makes my practice different? I combine deep process mapping with hands-on build skills: • 700+ production Zaps—from single-click lead capture to multi-step, multi-account architectures. • Expert in paths, sub-Zaps, Storage, Webhooks, Email Parser, Google Apps, Zoom, RingCentral, HubSpot and every major CRM. • Solid scripting chops (JavaScript, Python, Deluge) for the rare edge case no connector can handle. • Certified Make (Integromat) Advanced pro—so if you ever need a hybrid Zapier-Make stack, I already speak both dialects. • Transparent pricing, clear documentation, and recorded walkthroughs so your team stays self-sufficient. Typical wins: → Auto-enrich new leads, score them, and send WhatsApp/SMS/Email follow-ups before competitors even reply. → Sync invoices, payments, and attachments across accounting, e-commerce, and BI without duplicate records. → Route support tickets to the right agent, with 360° CRM context and SLA timers set on the fly. How do we get started? Every engagement starts with a quick discovery call, process blueprint, and a fixed quote. No vendor lock-in, no hidden steps—just robust automations that keep working long after the pilot phase. If you’re ready to cut busywork and let your people focus on meaningful work, book a free 30-minute consult and see how fast we can launch your first win. Let’s build something that scales.

PCWProps is a systems design and automation firm focused on building intelligent, connected operational environments for modern businesses. We specialize in integrating software platforms, infrastructure, and automation into cohesive ecosystems that eliminate manual work, reduce operational friction, and create scalable leverage. Our work spans CRM integration, marketing automation, workflow orchestration, AI-assisted processes, SaaS architecture, and secure infrastructure deployment. As a Zapier Partner, we design and implement advanced automation strategies that connect fragmented tech stacks into unified operational systems. This includes multi-step workflow design, conditional logic routing, webhook architecture, API integrations, AI-triggered automations, and cross-platform data synchronization. Our approach goes beyond simple task automation. We architect automation layers that align with business objectives — ensuring visibility, reliability, security, and long-term scalability. Whether connecting CRM to marketing systems, building onboarding workflows, orchestrating fulfillment pipelines, or deploying AI-enhanced decision routing, each implementation is designed to operate as part of a larger system. In addition to automation strategy, PCWProps brings deep experience in network infrastructure, smart environment integration, UI/UX development, and SaaS platform architecture. This broader systems perspective allows us to design automations that work not only within software platforms but across operational environments. We work with founders, agencies, and growth-stage businesses that want to move from tool usage to true system orchestration. Automation should not just save time — it should compound capability. PCWProps builds automation frameworks that scale with your business, adapt to evolving tools, and create durable operational leverage.

Your business has many moving parts. Whether you suffer from silos, overly-complicated tools and processes, or a lack of any tools or processes, Mountainise is here to help. We are passionate about helping businesses of all sizes catch up, get ahead, and stay ahead through our Digital Transformation services. Some Projects We Love: >>CRM Implementation & Improvements >>MarTech & Marketing Operations >>RevOps Streamlining >>Data Analysis & Data Visualization >>Complex integrations & process improvements >>Trusted partners of Salesforce, HubSpot, and Google Analytics for years Past customers include startups all the way to fortune 100 companies. Learn more on our site or reach out to us here to connect!"

CashTree AI is a custom AI automation consulting and implementation company based in Scottsdale, Arizona, serving businesses worldwide. We design, build, and optimize tailored workflows, AI agents, and system integrations that reduce repetitive work, connect business tools, and improve operational efficiency. Every engagement is built around the client’s actual processes, goals, and technology stack. We do not resell generic software or force businesses into one-size-fits-all templates. Our services include: * Workflow and automation audits * Custom Zapier workflows and multi-step automations * AI agents and AI-assisted business processes * CRM, lead-routing, and customer follow-up automation * App integrations and direct API connections * Data syncing, cleanup, reporting, and notifications * Testing, documentation, team training, and ongoing optimization CashTree works with SaaS, ecommerce, real estate, home service, and other small and midsize businesses. We integrate tools such as Zapier, Airtable, HubSpot, Salesforce, Slack, Google Workspace, Shopify, Stripe, QuickBooks, Notion, and other platforms through native connectors and custom APIs. Our expertise is supported by publicly verifiable credentials from Amazon Web Services, Asana, Google, and HubSpot in agentic AI, workflow design, digital advertising, and answer engine optimization. Book a discovery call to discuss your workflow: https://www.cashtree.ai

Drive Social Media takes a holistic approach to designing strategies for our clients. We work with growth minded brands in a range of industries; restaurant/bar, fitness, legal, construction, packaged goods, etc. Our approach: • Identify ideal buyer persona. • Comprehensive analysis of current marketing efforts with emphasis on digital. • Educate clients on scope of inbound marketing process and steps necessary to optimize. • Build social networks with highly targeted ads based on predetermined demographics. • Generate qualified B2C leads or leads for potential franchise sales. • Implement content management strategy asserting brand or spokesperson as a thought leader. • Manage review sites and brand mentions on social platforms to protect valuable brand reputation. • Seek to convert customers into digital brand advocates.

Autokite builds and maintains Zapier automations for businesses that want to stop doing repetitive manual work. We start by mapping your existing tools and workflow to find out what's actually worth automating. With over 20 years of experience in web development and API integration, we go beyond native app connections when needed, building custom webhook and API-based solutions for tools that don't have an out-of-the-box Zapier connection. Every automation we build includes clear error-handling, so workflows don't quietly fail without anyone noticing.

Triad Flair is a boutique automation and web engineering studio helping teams streamline operations and grow faster. We design, build, and maintain no-code/low-code and custom solutions—Zapier workflows, API integrations, AI chatbots, and high-performance websites—backed by a pragmatic, outcomes-first approach across Python/JavaScript, Django/Node.js, and React.

Sliced is a RevOps consultancy that turns CRMs into growth engines. We help scaling teams streamline sales, automate lead handling, and build predictable revenue systems—fast. What We Do * Fix – We stabilize your pipeline with structured processes, clear ownership, and automated follow-ups. * Systematize – We bring order to your CRM by defining lifecycle stages, automating handoffs, and making your data actually useful. * Scale – We connect revenue strategy to execution, streamline your funnel, and increase conversion at every stage. Why Sliced * No fluff. Just execution. We embed with your team, audit your funnel, and implement fast. * Proven frameworks. We’ve helped B2B and service-led teams turn chaos into clarity—and leads into revenue. * Flexible engagement. Whether you're founder-led or scaling a team, we match your pace and needs. You’re a fit if you: * Generate 150+ leads/month * Have 5–50 employees * Use a CRM but feel like revenue is slipping through the cracks Now on Zapier We supercharge your CRM automation with custom Zapier workflows—from lead routing and alerts to enrichment and reporting. Less admin, more sales momentum. 📍 Book a free 15-minute funnel audit today

Zapier Solution Partner | Fractional COO | AI-Powered Operations We serve fast-growing teams drowning in busywork by building automated systems powered by Zapier that give you and your team their time back. Founded by Dirk Vander Noot, we've helped over a dozen clients from local trades through mid-size global SAAS eliminate operational bottlenecks and increase efficiency by over 4x through intelligent workflow automation. Our clients tell us that not only were they able to catch up on their administrative tasks, but they were able to increase their bottom line by over 50%. We don't just connect apps; we design end-to-end operational systems that grow with your business. What we do: * Workflow automation and Zapier builds (multi-step, conditional logic, API integrations, and more) * Operational infrastructure built for AI agents and intelligent automation * Full-stack operations strategy Who we serve: Growth-stage businesses ready to stop solving the same problems and start running on systems that empower their teams to do more valuable work. Start with a complimentary discovery call where we will learn about your individual needs and pair the right solutions.

Are you tired of wrestling with technology instead of focusing on your customers? Business Buddy is here to help! We're a Rhode Island-based consulting firm specializing in operational efficiency for small businesses. As a Zapier Silver Solution Partner, we turn your daily tech frustrations into smooth, automated workflows that actually save you time and money. The problems we solve: * 📞 Phone tag and missed appointments → Automated scheduling that works 24/7 * 📋 Manual data entry eating up your day → Connected systems that talk to each other * 🌐 Customers can't find you online → Professional websites that get results * 💻 Technology that fights you daily → Simple, reliable systems that just work * 📊 Scattered customer information → Organized CRM and follow-up systems Why choose Business Buddy? * 🎯 Small business expertise - We understand small businesses, inside and out * 👨‍💼 One point of contact - Work directly with Mike, not a rotating team * 🛠️ Hands-on implementation - We don't just advise, we build and set everything up * 💰 ROI-focused - Solutions that pay for themselves through time savings * 📞 Ongoing support - We're here when you need help, not just during projects Our specialty: Taking businesses from "drowning in daily operations" to "systems that run themselves" so you can focus on growth, customers, and the work you actually love doing. From websites that convert visitors to customers, to automation that eliminates repetitive tasks, to communication systems that keep clients engaged - we handle the technical stuff so you don't have to! Ready to reclaim your time? Let's talk about making your business run smoother. 🚀