Complex Zapier automation workflows connecting CRM, marketing, operations, and data tools to eliminate manual handoffs across business processes.
Zaps deployed
Complex Zapier automation workflows connecting CRM, marketing, operations, and data tools to eliminate manual handoffs a…
Manual work automated monthly
Complex Zapier automation workflows connecting CRM, marketing, operations, and data tools to eliminate manual handoffs a…
Zap success rate
Complex Zapier automation workflows connecting CRM, marketing, operations, and data tools to eliminate manual handoffs a…
A collection of Zapier automation projects for clients looking to connect their SaaS stack without engineering resources. Work ranges from simple two-step Zaps to multi-step workflows with conditional logic, data transformation, and error handling.
We validated every challenge before writing production code. The right column shows the pain points we tackled head-on and how we approached each one.
Used Zapier's Code step (JavaScript) to handle complex branching logic inline, keeping the workflow in one Zap.
The instinct on complex projects is to rebuild everything from scratch. We pushed back. A full rewrite often means months of regressions while engineering rebuilds features that were already working.
We mapped the existing workflow against actual usage. The result was clear: a small set of features accounted for the majority of user time. We rebuilt the core, shipped fast, and extended outward.
On the technical side, we made clear decisions early and held them. The right column shows what we chose, and why.
Custom Lead Routing Automation — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Custom Data Synchronisation — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Custom Automated Reporting — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Custom Error Handling & Monitoring — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Every feature was scoped and delivered with a focus on speed, reliability, and getting out of the user's way.
Zap-powered lead routing from web forms to CRM with territory assignment and Slack notifications.
Bi-directional data sync between CRM, spreadsheets, and databases triggered by record changes.
Scheduled Zaps that compile data from multiple sources into Google Sheets reports.
Zapier filters and Paths with Slack error alerts to ensure business-critical Zaps never fail silently.
We benchmark before we touch anything. Every metric was logged before we wrote a line of production code.
We ship fast. Talk to us about your product idea and we'll tell you exactly how we'd approach it.