Your business process & workflow automation consultants
Become the business
everyone wants to beat
Your software tools should help you work smarter.
Or you risk getting lost in the noise. We’ll fine-tune your tech stack so you can
start moving faster, wowing your customers — and worrying your competition.
5.0 500+ five-star client reviews across partner directories
Trusted by big and small
You know automation is no longer a nice-to-have
If only you knew where to start. Worse still, all the apps that promised to streamline your business only make things more complicated.
The days of siloed processes, lost hours, and less-than-perfect customer experiences are over.
Everyone talks about how amazing Zapier is, but no one said how hard it would be to implement!
We thought these apps would simplify our workflows, but we're spending half our time playing whack-a-mole with bugs.
Sure, we're probably overlooking valuable features in our CRM, but we're not experts. How do we even begin?”
I can't spend my days watching workflow automation tutorials. I've got a business to run!
Turn your business into a lean, mean productivity machine
As business ops and automation experts, we do so much more than automate your processes. We understand the big picture of your business, strategize the best software and automation solutions, and then implement those solutions seamlessly, so you can streamline your productivity like never before.
No more generic solutions, no more square pegs in round holes. Just powerful, efficient automations tailor-made for your business— plus support and optimization to ensure your automations continue to drive maximum efficiency and ROI as your business evolves.
How can we help?
Drowning in disorganized data? Confusing processes causing costly errors?
Get automation support from our team of experts.
Workflow automation
Don't risk a costly misconfig. Whether you’re looking for a new tool or looking to optimize your current ones, we'll handle the entire process and train your team for maximum efficiency.
Software setup & optimization
Let Flow Digital take the reins of all things automation in your company, ensuring your tools are always up-to-date and processes as efficient as can be.
Fractional Chief Automation OfficerYour automation toolkit, unlocked
As certified partners with the world's leading automation platforms, our automation consultants have the expertise to supercharge your tech stack. Click on a logo to discover how we can help you harness the power of these tools to drive efficiency, growth, and serious ROI.
Zapier is the glue that holds your apps together. As a Zapier Premier Partner, we'll help you create custom workflows that automate tasks, sync data, and streamline processes across your entire software ecosystem. From simple zaps to complex, multi-step automations, we've got you covered.
Zapier is the glue that holds your apps together. As a Zapier Premier Partner, we'll help you create custom workflows that automate tasks, sync data, and streamline processes across your entire software ecosystem. From simple zaps to complex, multi-step automations, we've got you covered.
Typeform makes data collection a breeze. As Typeform partners, we'll help you create engaging forms, quizzes, and surveys that not only gather data but also delight your audience. From lead generation to customer feedback, we'll help you leverage Typeform to drive results.
Typeform makes data collection a breeze. As Typeform partners, we'll help you create engaging forms, quizzes, and surveys that not only gather data but also delight your audience. From lead generation to customer feedback, we'll help you leverage Typeform to drive results.
Jotform is the ultimate tool for creating online forms, surveys, and applications without writing a single line of code. As Jotform experts, we'll help you design intuitive forms that not only look great but also seamlessly integrate with your other tools. From collecting leads to gathering feedback, we'll make sure your forms are working hard for your business.
Jotform is the ultimate tool for creating online forms, surveys, and applications without writing a single line of code. As Jotform experts, we'll help you design intuitive forms that not only look great but also seamlessly integrate with your other tools. From collecting leads to gathering feedback, we'll make sure your forms are working hard for your business.
ActiveCampaign is a customer experience automation platform that helps you engage with your audience at every stage of their journey. As certified ActiveCampaign partners, we'll help you leverage the platform's powerful features to build targeted email campaigns, automate your marketing and sales processes, and deliver personalized experiences that keep your customers coming back for more.
ActiveCampaign is a customer experience automation platform that helps you engage with your audience at every stage of their journey. As certified ActiveCampaign partners, we'll help you leverage the platform's powerful features to build targeted email campaigns, automate your marketing and sales processes, and deliver personalized experiences that keep your customers coming back for more.
Pipedrive is a powerhouse CRM built for sales teams that want to stay focused and close more deals. As Pipedrive pros, we'll help you customize your pipeline, automate repetitive tasks, and leverage AI insights to supercharge your sales process. Say goodbye to manual data entry and hello to more wins.
Pipedrive is a powerhouse CRM built for sales teams that want to stay focused and close more deals. As Pipedrive pros, we'll help you customize your pipeline, automate repetitive tasks, and leverage AI insights to supercharge your sales process. Say goodbye to manual data entry and hello to more wins.
Keap (formerly Infusionsoft) is a complete sales and marketing automation platform that helps small businesses grow without the chaos. As certified Keap consultants, we'll help you harness the power of automation to nurture leads, streamline your sales process, and deliver personalized customer experiences at scale. Get ready to grow your business on autopilot.
Keap (formerly Infusionsoft) is a complete sales and marketing automation platform that helps small businesses grow without the chaos. As certified Keap consultants, we'll help you harness the power of automation to nurture leads, streamline your sales process, and deliver personalized customer experiences at scale. Get ready to grow your business on autopilot.
Airtable is more than just a spreadsheet. It's a flexible, powerful database that can transform how you work. As certified Airtable consultants, we'll help you create custom bases, automate processes, and build intuitive interfaces that make your data work for you. Get ready to reimagine what a database can do.
Airtable is more than just a spreadsheet. It's a flexible, powerful database that can transform how you work. As certified Airtable consultants, we'll help you create custom bases, automate processes, and build intuitive interfaces that make your data work for you. Get ready to reimagine what a database can do.
Make is a powerhouse platform for building sophisticated automations. Our Make experts will help you design and implement custom integrations that save time, reduce errors, and unlock new levels of productivity. Whether you need to connect a few apps or build an entire automated workflow, we'll make it happen.
Make is a powerhouse platform for building sophisticated automations. Our Make experts will help you design and implement custom integrations that save time, reduce errors, and unlock new levels of productivity. Whether you need to connect a few apps or build an entire automated workflow, we'll make it happen.
Which business process would you prefer not to think about?
We’ll put your business operations into a Flow state— automating them all so you barely have to lift a finger.
Automate your pipeline from lead to deal
Streamline your sales process by automating every stage from lead capture to deal closure. We'll help you create an intelligent automation system that ensures seamless follow-ups, timely reminders, and real-time updates, keeping your deals moving forward at lightning speed. Say goodbye to manual tasks and hello to a well-oiled sales machine.
Examples of what we can do
Automatically send personalized follow-up emails to new leads
Update deal stages automatically when specific actions are taken
Assign leads to the right sales rep based on territory or expertise
Send notifications to reps when a lead opens a proposal or clicks a link
Create reminders for reps to follow up with leads at the perfect time
Sync data between your CRM and other sales tools for a unified view
Generate customized proposals with just a few clicks
Streamline and optimize your data management
Turn that jumble of data into a roadmap for decision-making —without spending hours crunching numbers, setting up spreadsheets, and hunting for that one eye-twitching error. Let your data organize itself into a clear, accurate, and easy-to-read format that points the way to profit and success.
Examples of what we can do
Automate data entry from multiple sources for seamless data consolidation
Enable cross-platform data integration for a unified view of your business
Implement real-time data cleaning and deduplication to maintain data integrity
Implement intelligent data categorization and tagging for easy data discovery
Generate custom reports and key metrics for at-a-glance performance monitoring
Ensure data security with robust encryption and access controls
Set up automated data backups, quality checks, and archiving for peace of mind
Make your projects run like clockwork
Keep your team on track and your projects moving forward—and say goodbye to manual task assignments, endless status updates, and last-minute scrambles to meet deadlines. It's like having a dedicated project manager who never sleeps (but way less creepy).
Examples of what we can do
Automate task creation and assignment based on predefined rules
Track time and calculate billable hours effortlessly
Provide real-time project status updates and trigger workflows based on progress
Generate and send automated progress reports to stakeholders
Set smart deadline reminders and escalations to keep your team accountable
Integrate with communication tools like Slack and Teams for seamless collaboration
Allocate resources automatically based on project needs and team availability
Capture and nurture leads on autopilot
Ditch the hassle of manual lead generation and hello to a steady stream of qualified leads. Our lead generation automation solutions help you capture and nurture leads with zero effort, allowing you to focus on what you do best: closing deals and growing your business. It's like having a 24/7 sales team working tirelessly in the background, minus the 75 coffee runs.
Examples of what we can do
Automate lead capture from website forms and landing pages
Deliver smart content recommendations to keep prospects engaged
Create personalized social media and email campaigns that convert
Automate webinar registration, lead magnet delivery, and follow-up sequences
Implement an AI-powered chatbot for round-the-clock lead qualification
Integrate with your CRM for seamless lead tracking and management
Automatically score and segment leads based on behavior and preferences
Roll out the red carpet for new teammates
Give new team members or customers the VIP treatment with a seamless, automated onboarding process. Our onboarding automation solutions ensure a consistent, informative, and engaging experience that sets the stage for long-term success. It's like rolling out the red carpet, without the need for a Hollywood-sized budget or countless hours of manual work.
Examples of what we can do
Create automated welcome email sequences that inform and inspire
Implement gamified onboarding tasks and milestones to boost engagement
Develop interactive video tutorials and guides for self-paced learning
Automate access provisioning to relevant tools and systems
Schedule automated check-ins and track progress to ensure a smooth transition
Deliver customized training modules based on role and individual needs
Collect and verify necessary documents with automated precision
Gather and analyze feedback automatically to continuously improve the onboarding experience
Serve your customers like royalty
Turn your customer support from a cost center to a delight generator with the power of automation. We'll implement automation to help you handle inquiries, track tickets, and provide timely resolutions, all while keeping your customers informed and happy. Do away with long hold times and frustrating experiences, and create efficient, personalized support that keeps your customers singing your praises.
Examples of what we can do
Implement an AI-powered chatbot for instant, 24/7 support
Configure automated escalation rules for complex issues, ensuring nothing falls through the cracks
Automate ticket creation and routing for faster issue resolution
Conduct customer satisfaction surveys with automated follow-up actions based on feedback
Create a smart knowledge base with self-service options to empower customers
Leverage predictive support to proactively resolve issues before they impact customers
Set up automated email responses for common queries, reducing response times
Integrate with your CRM for a comprehensive, 360-degree view of each customer
Provide real-time ticket status updates to keep customers informed
“Genius” automation consultants
Customer-centric!
They took the time to understand the intricacies of my business workflows and what I needed to get out of my Google Sheets to Asana Integration. They proceeded with flawless implementation, testing every aspect meticulously.
Charlie Lefkowitz
,Fund Me NY
Highly recommended
Working with the Flow Digital team has been an absolute delight. Their expertise in seamlessly integrating ClickUp with our CRM, Pipedrive, was evident from the get-go. Their professionalism, combined with their in-depth knowledge of Zapier automation, made the entire process smooth and hassle-free.
Shloime Reichman
,The Free & Rye Group
Fixed my zaps
I’ve been trying to get my email automation working correctly for months, and they fixed it in 30 minutes. I was blown away by how easily they were able to handle a problem that seemed so complex to me.
Ray Drew
,SBA Ray
How to be smarter - Hire Flow Digital
Sam was amazingly patient! Sam was able to fix my mistakes so that it flowed! We connected Monday.com, Zapier, Ring Central and Google Calendar. He also showed me a few "Tricks of the Trade." 10 hours of feeling like an idiot or 1 hour learning from Sam. I should have done this eons ago.
Bridgit Kong
,Alberta 75 Housing Co-operative
Stellar experience and work
The Flow Digital team was wonderful to work with from start to finish. Moshe delivered exactly what I needed, and my custom workflow works perfectly. His expertise is evident in his work and confidence. Highly recommend!
Linda Villines
Fixed a months-long issue in 20 minutes
Nathan was SUPER helpful with helping us fixing our automation issues which has been a BIG issue for months (and he did it in less than 20 mins). Highly recommend!
Apollonia P.
So helpful and patient!
Nathan was so helpful with my Zaps with Kustomer. He was very good at asking questions to help figure out what I was looking to do with my Zapier connections and was very patient and took the time to explain things. Would definitely work with Nathan again!
Julianne G.
Great Experience with Flow Digital
First time using Zapier as a smaller agency and we had some issues with one of our first zaps. Samuel from Flow Digital jumped on a call and helped us out. Not only did we solve our issue but Samuel taught us along the way so we are empowered to create many more successful zaps in the future. Thanks, Flow Digital!
Chris Massoglia
,Quist Marketing
Incredibly helpful Zapier expertise!
Flow Digital are true Zapier gurus. Nathan was able to quickly identify the reason for my Zapier problem. He's articulate and patient, and I couldn't have asked for a more knowledgeable or helpful person. I highly recommend Flow Digital for all of your Zapier needs.
Christina Perry
,TopMarketer
AMAZING
The team at Flow Digital was literally so helpful. Moshe in particular solved all of our Zapier problems in one session. We could not have implemented this without him. So thankful for his help! Would highly recommend. Incredibly knowledgeable and efficient.
Annelise Campbell
,CFG
Above and Beyond Service
My session with Flow Digital was great. Moshe went above and beyond what my original request was and took the time to answer any questions and talk me through my options very clearly, even when we were over on time. If you're on the fence, go for it, it'll be well worth your money and time.
Rachel Fueyo
,CFG
Unparalled Dedication and Compassion
In the maze of automation, Flow Digital was our guiding light. They didn't just provide technical solutions; they listened to our stories, our challenges, and celebrated our victories as if they were their own. It's rare to find a team that combines skill with such heartfelt dedication.
Hudi Wakszul
,Heart Works
Customer-centric!
They took the time to understand the intricacies of my business workflows and what I needed to get out of my Google Sheets to Asana Integration. They proceeded with flawless implementation, testing every aspect meticulously.
Charlie Lefkowitz
,Fund Me NY
Highly recommended
Working with the Flow Digital team has been an absolute delight. Their expertise in seamlessly integrating ClickUp with our CRM, Pipedrive, was evident from the get-go. Their professionalism, combined with their in-depth knowledge of Zapier automation, made the entire process smooth and hassle-free.
Shloime Reichman
,The Free & Rye Group
Fixed my zaps
I’ve been trying to get my email automation working correctly for months, and they fixed it in 30 minutes. I was blown away by how easily they were able to handle a problem that seemed so complex to me.
Ray Drew
,SBA Ray
How to be smarter - Hire Flow Digital
Sam was amazingly patient! Sam was able to fix my mistakes so that it flowed! We connected Monday.com, Zapier, Ring Central and Google Calendar. He also showed me a few "Tricks of the Trade." 10 hours of feeling like an idiot or 1 hour learning from Sam. I should have done this eons ago.
Bridgit Kong
,Alberta 75 Housing Co-operative
Stellar experience and work
The Flow Digital team was wonderful to work with from start to finish. Moshe delivered exactly what I needed, and my custom workflow works perfectly. His expertise is evident in his work and confidence. Highly recommend!
Linda Villines
Fixed a months-long issue in 20 minutes
Nathan was SUPER helpful with helping us fixing our automation issues which has been a BIG issue for months (and he did it in less than 20 mins). Highly recommend!
Apollonia P.
So helpful and patient!
Nathan was so helpful with my Zaps with Kustomer. He was very good at asking questions to help figure out what I was looking to do with my Zapier connections and was very patient and took the time to explain things. Would definitely work with Nathan again!
Julianne G.
Great Experience with Flow Digital
First time using Zapier as a smaller agency and we had some issues with one of our first zaps. Samuel from Flow Digital jumped on a call and helped us out. Not only did we solve our issue but Samuel taught us along the way so we are empowered to create many more successful zaps in the future. Thanks, Flow Digital!
Chris Massoglia
,Quist Marketing
Incredibly helpful Zapier expertise!
Flow Digital are true Zapier gurus. Nathan was able to quickly identify the reason for my Zapier problem. He's articulate and patient, and I couldn't have asked for a more knowledgeable or helpful person. I highly recommend Flow Digital for all of your Zapier needs.
Christina Perry
,TopMarketer
AMAZING
The team at Flow Digital was literally so helpful. Moshe in particular solved all of our Zapier problems in one session. We could not have implemented this without him. So thankful for his help! Would highly recommend. Incredibly knowledgeable and efficient.
Annelise Campbell
,CFG
Above and Beyond Service
My session with Flow Digital was great. Moshe went above and beyond what my original request was and took the time to answer any questions and talk me through my options very clearly, even when we were over on time. If you're on the fence, go for it, it'll be well worth your money and time.
Rachel Fueyo
,CFG
Unparalled Dedication and Compassion
In the maze of automation, Flow Digital was our guiding light. They didn't just provide technical solutions; they listened to our stories, our challenges, and celebrated our victories as if they were their own. It's rare to find a team that combines skill with such heartfelt dedication.
Hudi Wakszul
,Heart Works
We turn messy manual tasks into flow
We're the only team of automation consultants with both deep technical expertise and business operations savvy. We first analyze your processes, workflows, and objectives. Then we design an automation strategy tailor-made for your business. Regardless of stage or size.
As Zapier’s #1 rated Premier Partner with 100s of 5-star reviews, you get a squad of elite automation consultants for less than the cost of an in-house hire. And we’re certified experts in many of the tools we use. If the teams behind those tools trust us to make your company run like clockwork, so can you.
We don't just set up your automations and ride off into the sunset. We're with you for the long haul. Add us to your Slack channels, CC us on emails, and connect us with your vendors. Until you’ve understood how to get the most out of your workflows —and get 100% cool with using them — our job is not done.
The business world is only getting faster, you need a partner who can keep up. Our team combines deep technical know-how with out-of-the-box thinking to wrangle your toughest workflow automation challenges and adapt to meet your evolving needs.
Case studies
-
How a Small Team Reached 146% Sales Growth with Airtable Automation + AI
- 146% sales increase
- 166% booking growth
- 88% reduction in administrative time
Read full case study
Yusuke Muteki
Co-Founder
-
How Automation Enabled A Luxury Travel Company To Offer A More Personalized Client Experience
- 2 million minutes saved
- 125k tasks automated monthly
- 8 Apps integrated
Read full case study
Alex Malcolm
Founder
-
How one CEO Turned His Email List Into A Successful Podcast—And Saved 150+ Hours
- 150+ hours saved
- 70+ Automated Guest Onboarding
- 22-step Zap strategized and implemented
Read full case study
Meny Hoffman
CEO
Businesses standing still go with the Flow. Businesses surging forward go with Flow.
The future present belongs to those who move fastest.
See you there?
