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04/WORKFLOW INTEGRATION

THE PROBLEM  You have a CRM, an accounting tool, a project tracker, and an email system — and you (or your team) keep copying data between them by hand.

Stop being the human integration layer.

We design and build the integrations that let your existing tools share data automatically. Sometimes that's a Zapier or Make workflow you can edit yourself; sometimes it's a small custom service when those don't fit. We pick the simplest thing that works and tell you why.

/OUTCOMES

01

Your tools, talking

Data flows between CRM, accounting, project, and ops tools without anyone being the middle.

02

Errors caught early

Validation, retries, and alerting baked in. When something fails, you find out — and so do we.

03

Editable by your team

Where Zapier or Make can do the job, we use them — so your team can adjust without us.

04

Custom where needed

When the no-code tools fall short, a small typed service in your stack picks up.

/TOOLING

A representative — not exhaustive — set of tools we reach for on workflow integration engagements. We pick by fit, not by brand loyalty.

  • Zapier
  • Make (Integromat)
  • n8n (self-hosted)
  • Airtable + scripting
  • Notion API
  • Stripe / QuickBooks / HubSpot APIs
  • Custom Node.js / Python services

/PROCESS

  1. STEP 01

    Map the tools

    We document every system involved, what flows where, and where the manual hops are.

  2. STEP 02

    Pick the right layer

    Zapier? Make? Custom code? We pick by what's simplest for your team to maintain.

  3. STEP 03

    Build + test

    Integrations come with retries, error alerting, and a clear ownership story.

  4. STEP 04

    Hand-off

    Diagram, runbook, access transfer, and an optional ongoing optimization retainer.

/FAQ

Do you only do Zapier?

No. Zapier, Make, n8n, Airtable, custom code — whichever fits. The right tool isn't usually the one with the loudest ad budget.

What if our current Zaps are a mess?

We start by mapping what you have. Often the right move is consolidation, not addition.

Can you handle webhooks?

Yes — including signing, retries, idempotency, and the gnarly stuff that breaks at scale.

Want to talk about your specific situation?