Instant lead onboarding
Automated flow · 5 nodes
Lead fills out a form
Trigger
Real lead, not spam?
Enrich & dedupe
Create CRM record
+ send welcome
Ping the right rep
on Slack
Every lead answered in seconds
Outcome
We wire your CRM, email, forms and finance apps into automated workflows that fire on every trigger — capturing leads, syncing data and chasing approvals while your team focuses on revenue.
Lead Onboarding Flow
Live · v3 · last run 2s ago
New lead
TriggerForm submitted
Create record
in your CRM
Send welcome
personalized email
Alert sales
Slack ping
Logged & done
0 manual steps
1.8s
Avg. run
99.9%
Success
11 min
Saved / run
No rip-and-replace. We connect the tools you already pay for into one system that passes data automatically — over native integrations and APIs.
Every tool plugged into a central hub, so a change in one place ripples everywhere automatically — no swivel-chair re-keying, no stale data, no “which sheet is right?”
When rules aren’t enough, we drop AI into the workflow to read, classify, summarize and draft — handling the fuzzy steps a simple if/then can’t.
HubSpot, Pipedrive, Salesforce, Zoho
Gmail, Outlook, Mailchimp, Twilio
Stripe, QuickBooks, Xero, PayPal
Typeform, Webflow, your own site
Google Sheets, Airtable, Excel
Calendly, Google Calendar, Cal.com
If it has an API or a webhook, we can connect it. Custom integrations are our specialty when the off-the-shelf connector doesn’t cut it.
Pick a trigger, an action and an outcome to see how an automation comes together. This is exactly how we design yours — just with your real tools.
When this happens
TriggerDo this
ActionThen finish with
OutcomeYour automation
≈ 9 min saved every time it runsTrigger
New lead arrives
Action
Add to CRM
Outcome
Generate document
In plain English: New lead arrives → add to crm → generate document. It runs the second the trigger fires — no clicks, no reminders, no dropped balls.
Here's how a typical week shifts once the repetitive processes run themselves. The hours don't disappear — they move back to revenue work.
Hours per week, by process
Lead capture & routing
8 → 0.5 hrs/wk
Client onboarding
6 → 1 hrs/wk
Invoicing & reminders
5 → 0.5 hrs/wk
Reporting & data sync
4 → 0.5 hrs/wk
That’s roughly 21 hours a week handed back to your team — over half a workday, every single day.
21 hrs
Reclaimed every week
−90%
Fewer manual errors
5.4x
Avg. first-year ROI
24/7
Workflows never sleep
Most automation projects pay for themselves within a single quarter through saved labor and faster cash collection.
A starting menu of the workflows clients ask for most — shown the way we actually build them: a trigger, a condition and the actions it fires. We tailor each to your tools and terminology.
Automated flow · 5 nodes
Lead fills out a form
Trigger
Real lead, not spam?
Enrich & dedupe
Create CRM record
+ send welcome
Ping the right rep
on Slack
Every lead answered in seconds
Outcome
Automated flow · 5 nodes
Project marked complete
Trigger
Invoice not sent yet?
Check status
Generate & email invoice
to the client
Schedule polite reminders
reconcile when paid
Days off your payment cycle
Outcome
Automated flow · 5 nodes
Record changes anywhere
Trigger
Fields actually differ?
Detect the update
Map & push to every app
across your tools
Log the change
for audit
One source of truth, always current
Outcome
Automated flow · 5 nodes
Customer goes quiet
Trigger
Inactivity window hit?
Pick the right offer
Send email + SMS nudge
automatically
Route warm replies
to sales
Dormant accounts revived on autopilot
Outcome
We eliminate the manual handoffs — data entry, status updates, report building — so your team spends time on work that actually grows the business.
Once live, your automations run around the clock — onboarding customers, syncing records and sending follow-ups while your team sleeps.
Automated, rule-based processes apply the same logic every single time, so duplicate records, missed steps and typo'd invoices disappear.
Most automation projects pay for themselves in a single quarter through saved labor, faster cash collection and fewer dropped leads.
Clear scope, fixed quotes, no hidden fees. Pick a starting point — we tailor the exact plan to your goals on a free call.
A fixed price per workflow build — ideal for teams who want to automate one painful, high-volume process and prove the ROI fast.
Our most popular package for growing teams ready to automate several connected processes across sales, onboarding and finance.
Ongoing managed automation for operations-heavy businesses — we monitor, maintain and continuously expand your automations every month.
Every plan includes senior specialists, transparent reporting and no long-term lock-in. Need something custom? Talk to us.
Straight answers on cost, timelines, your existing tools and what happens when something changes. Each rule below fires its answer when you open it.
5 rules ready
Tap any rule to expand the answer
Then we
Most automation engagements start around $1,200 for a focused workflow and scale with the number of processes and integrations involved. After a free process audit you'll receive a transparent fixed quote — plus an estimate of the hours and money each automation will save, so the ROI is clear before you commit.
Most clients combine a few of these into one coordinated program — more effective together than run apart by separate vendors.
Book a free process audit. We’ll map your most repetitive workflows, show you exactly how many hours each one is costing, and hand you a clear automation plan — whether you build it with us or not.