Let the routine workrun itself.
We build Zapier automations that take the repetitive steps off your team, connected to Xero and the tools you already pay for.
We reply within one working day.
What's included
Enquiry handling
New enquiries logged, acknowledged and followed up automatically, so none go cold.
Hand-offs between teams
Approved quotes become jobs, finished jobs become invoices, and the right people are told.
Reminders and chasers
Payment reminders, document requests and follow-ups that go out on time, every time.
Built to be maintained
Clearly named, documented automations with error alerts. No black boxes.
What a project looks like
A common situation we see, and where it ends up.
Before
Website enquiries sit in an inbox until someone has time, and some never get a reply.
After
A Zapier automation logs every enquiry in your CRM, sends an instant reply, alerts the right person and reminds them if it's not followed up.
How we approach it
Good automation starts with a good process. We map how the work happens today, remove the steps that shouldn't exist, then automate what's left. Automating a messy process just makes the mess happen faster.
Everything sits in your own Zapier account, named and documented, so you're never locked in. Where Zapier isn't the right tool, we'll say so and use what is.
What you get out of it
Hours back each week
Repetitive steps happen without anyone.
Nothing slips
Enquiries and reminders go out on time.
Room to grow
More work without more admin.
Zapier Automation questions
Do I need my own Zapier account?
Yes, so you own everything we build. We'll tell you which plan you need before we start.
What if Zapier isn't the right tool?
Sometimes Xero's own features, a native integration or a small custom tool does the job better. We'll recommend whatever is simplest to run.
Can you fix automations someone else built?
Yes. We can review, tidy and document what you already have.
Let's find what could be taken off your plate.
Tell us what you need, or what's slowing the business down. If we can't help, no strings attached.
Get in touchWe reply within one working day.
