Your disconnected tools working together seamlessly.
We connect your systems and automate manual workflows so data flows where it needs to go, without the busywork.
What is Systems Integration & Automation?
Systems Integration & Automation is connecting your disconnected business tools and eliminating manual processes. We build the integrations and workflows that make your CRM, project management, marketing tools, field service apps, and other platforms talk to each other.
Instead of copy-pasting data between systems or running the same manual tasks over and over, your tools share information automatically. Your team gets their time back, and you get real-time visibility across your operations.
Who This Is For?
Systems Integration & Automation is ideal for:
- Companies with 3+ disconnected systems - Your tools don't talk to each other, so data lives in silos
- Teams doing manual data entry - Copying information between platforms, updating records in multiple places, or exporting/importing spreadsheets
- Operations running on workarounds - Relying on manual processes, email notifications, or "remembering to update" things
- Growing companies hitting friction - Your current setup worked at 10 people, but doesn't scale to 50+
Common integration scenarios:
CRM ← → Project Management
Marketing Automation ← → CRM
Field Service ← → Accounting
Support Tickets ← → Operations
E-commerce ← → Fulfillment.
What's Included
Integration Architecture & Planning
- Discovery of your current systems and workflows
- Data flow mapping (what needs to go where)
- Integration architecture design
- Tool selection (N8n, Make, Zapier, native APIs, custom connectors)
API Connections & Build
- API authentication and connection setup
- Data mapping between systems
- Bi-directional sync configuration (if needed)
- Error handling and validation rules
- Testing with real data
Workflow Automation
- Trigger and action logic design
- Multi-step workflow creation
- Conditional logic and branching
- Notifications and alerts
- Scheduled automation (daily, weekly, etc.)
Documentation & Handoff
- Integration documentation (what's connected and how)
- Troubleshooting guide
- Admin training on monitoring and managing integrations
- Optional: Ongoing support or monitoring retainer
How It Works
1. Discovery & Mapping
We meet with your team to understand your systems, workflows, and pain points. We map out where data needs to flow and identify automation opportunities. You'll see exactly what we're going to build before we start.
2. Build & Test
We build the integrations and automations, testing each connection with real data. You review and provide feedback. We iterate until everything works smoothly and handles edge cases.
3. Deploy & Monitor
We launch the integrations in your live environment and monitor for any issues. We provide documentation and training so your team understands how it works and can troubleshoot basic issues.
4. Handoff (+ Optional Support)
You get full documentation and ownership of the integrations. Many clients opt for a support retainer for ongoing monitoring, adjustments, and new automation requests.
Timeline varies based on number of systems and complexity.
Pricing Models
Hourly
No monthly commitment for as-needed support
Monthly Retainer
Dedicated service with monthly allotted hours
Project-based
Fixed price for defined deliverables and clear outcomes.
Ready to Connect Your Systems?
Schedule a discovery call to discuss your integration needs. We'll discuss your current workflow, identify automation opportunities, and outline what working together would look like.