Most projects can start within 1-5 business days after the discovery call, depending on scope and access.
Expert Zapier Consultant
Zap your way to happiness
Zapier is a powerhouse automation tool, but mastering it is not for the fainthearted—or the busy. Leave the zapping to the experts (that's us 😉). So you can focus on what you do best.
| Zapier's #1 Rated Premier Partner
Get Zapier working the way it’s supposed to: Reliably, cleanly, and without constant babysitting.
Teams typically come to us for:
Zapier implementation (new or improved workflows)
Designing and building new Zaps that connect your tools and remove manual steps from your day-to-day operations.
Fixing broken Zaps & troubleshooting
Diagnosing failed automations, cleaning up logic errors, fixing delays, and getting things back online fast.
Optimization & performance tuning
Improving speed, reliability, and error handling so automations don’t quietly fail in the background.
Advanced workflows (webhooks, APIs, multi-step logic)
Handling more complex use cases when native Zapier actions aren’t enough.
Documentation & team training
Clear documentation and walkthroughs so your team understands what was built and how to maintain it.
Ongoing optimization & maintenance
Retainer support for teams that rely on automation and need someone actively monitoring and improving it.
Automation magic + our Zapier expertise = your business transformed.
Zapier’s thousands of integrations provide nearly endless opportunities to improve your workflow efficiency. Pair that with the world’s premier Zapier consultants and here’s what your business ops look like:
Boost Efficiency by 80%
- No more bottlenecks & backlogs, as repetitive tasks no longer require human intervention.
Reclaim hundreds of hours a year
- Teams with optimized Zapier workflows regain at least 500 hours of productive work - per employee.
Reduce manual errors by up to 95%
- Less reliance on manual handling means fewer breakdowns as volume increases.
Accelerate response time, boost conversions
- Teams with fast, automated lead qualifying are 7x more likely to convert
Get your tools talking
- Work arrives ready to act on, without endless back-and-forth.
Growth, not growing pains
- Scale exponentially without increasing operational overhead
Industry: E-Commerce
The Problem: An eCommerce brand selling handcrafted products had a problem fulfilling orders quickly, efficiently, and accurately. Each new order brought messy product data buried in descriptions, which someone on the team had to read, interpret, and manually reformat before work could begin. This workflow was tedious, time-consuming, and simply not scalable.
What we built:
- Trigger: New paid Shopify order
- Workflow: Zapier loops through every line item in the order → AI extracts material type and size from descriptions → AI maps it to predefined values → Automatically sends clean, structured data to Monday.com (http://monday.com), formatted and ready for the production team
- Tools: Shopier, Zapier AI, Monday.com
The Results:
- Eliminated manual data parsing entirely
- Saved dozens of hours per week across operations
- Processed 26,000+ line items automatically over 3 months
- 54.62% increase in orders handled
Industry: SaaS
The Problem: Every lead a global SaaS company received required manual review, routing, CRM entry, and follow-up. This resulted in inefficient employee focus and prospects constantly slipping through the cracks.
What we built:
- Trigger: Form submission (Gravity Forms/Unbounce)
- Workflow: Auto-qualify lead → Route to correct team member → Add to Pipedrive CRM → Trigger automated follow-up sequence → Notify team via Slack
- Tools: Gravity Forms, Unbounce, Pipedrive, AutoPilot Journeys, Prospect.io, Outlook, Slack, Zapier
The Results:
- 2,000+ tasks automated monthly
- 800+ minutes saved (and counting)
- Zero leads lost to manual handoff errors
- Sales team freed from data entry to focus on closing
Industry: Luxury Travel
The Problem: A luxury travel company planning “once-in-a-lifetime” trips, each with hundreds of details per trip. This required manual tracking before, during, and after travel, eating up hours and building custom systems from scratch.
What we built:
- Trigger: New client inquiry/booking
- Workflow: Automated welcome sequence → Client data synced across systems → Trip details populate in CRM → Pre/during/post-travel touchpoints triggered automatically → Team notified at key milestones
- Tools: Zapier, Pipedrive CRM, 8+ integrated apps via custom API
The Results:
- 2 million+ minutes saved
- 125,000+ tasks automated monthly
- Transformed CRM from pre-sale only to full journey management
- Team freed to focus on personalization
We’re Zapier’s #1 rated automation experts for a reason
Here’s a small selection of our hundreds of five-star reviews
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.
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.
Amazing communication & expertise
Nathan is incredibly talented in translating complex business processes into simple automation tasks. His friendly approach and timely communication make it amazing to work with him.
Selçuk Can G.
Flow digital is where the magic happens!
I would consider my project to be complicated and time-consuming. I needed it in a rush, like "in a day" type of rush… Nathan went above and beyond to ensure it was set up properly and on time (overtime – big time). I highly recommend utilizing automation in a business, and when you do, this is the place.
Sol B.
Extremely knowledgeable and very nice to work with
I can safely say Nathan Weill probably knows everything there is to know about CRM integrations. We were very impressed with the scope and efficiency of the project. Nathan was a pleasure to work with.
Rachel F.
One of our best investments
In our business, Nathan Weill is considered one of our best investments. He and his team are professional and reliable. I highly recommend Flow Digital.
Naomi R.
Get Zapping (without snapping)
Our three-step process to helping you crush inefficiency
Audit + Planning
We take a thorough look at your business and help you figure out where we can utilize Zapier to get rid of manual labor and time-sucking, repetitive tasks.
Build
We fix broken zaps and solve your thorniest problems with seamless flows that do exactly what you need, every time.
Handoff + Monitoring
Once your automation is live, we’ll conduct periodic maintenance reviews to spot any potential problems, fix broken zaps, and maximize cost and time savings.
From sales to customer support to finance, we build high-impact, AI-powered automation workflows that reshape your operations.
Some examples of Flow Digital’s workflow-boosting wizardry:
Zapier-Enhanced Sales
Lead capture to instant sales handoff
Website form submission triggers contact enrichment via Clearbit (company size, industry, tech stack)
Enriched data creates or updates HubSpot contact with full profile and lead score
Instant Slack notification to sales team with context
Follow-up sequence begins automatically based on lead qualification tier
Zapier-Enhanced Finance
Payment to accounting closed loop
Stripe payment confirmation triggers QuickBooks invoice generation with line items
Invoice auto-syncs to accounting system with proper categorization and tags
Customer receives professional receipt email with invoice attached
Payment recorded in CRM deal timeline
Zapier-Enhanced Sales Meetings
Appointment booked to show-up ready
Calendly booking creates calendar event and sends confirmation email instantly
Asana prep checklist auto-generates with meeting-specific tasks assigned to team
Automated reminder sequence sends prep materials and meeting link at intervals
No-show triggers rescheduling sequence; attended meetings log notes to CRM
Zapier-Enhanced Customer Support
Support request to tracked resolution
Form submission creates help desk ticket with customer history pulled automatically
AI or rules-based routing assigns ticket by issue type, priority, and team capacity
SLA tracking begins (auto-escalation kicks in if unresolved after 24 hours)
Resolution closes ticket, updates customer, and logs satisfaction score
Zapier-Enhanced Data
Spreadsheet entry to system of record
New Google Sheets row triggers Airtable record creation with mapped fields
Data syncs across platforms. One source of truth, multiple views
Team gets Slack notification with relevant details and link to full record
Dashboard updates in real-time so leadership sees current state without manual reports
Zapier-Enhanced Customer Success
Deal won to customer activated
CRM deal marked "won" triggers personalized contract generation with deal terms
DocuSign sends for signature with auto-reminders until completed
Signed contract kicks off welcome email sequence and onboarding task assignment
Customer success gets notified with account context for seamless
Zapier Implementation Session
Perfect For: Quick fixes and/or Zapier strategy
What's Included:
- Live troubleshooting or strategy session
- Fix broken Zaps or optimize workflows
- Expert guidance on automation roadmap
- Immediate problem-solving
Hourly Packages
Perfect For: Teams with specific automation needs
What’s Included:
- Workflow design & implementation
- AI-powered automation
- API integrations
- Documentation & training
- Dedicated project lead
- Shared progress portal
Monthly Retainers
Perfect For: Teams with ongoing automation needs
What's included:
- Priority project scheduling
- Proactive monitoring & maintenance
- Dedicated project manager
- Private Slack channel
- Scheduled strategy sessions
Yes. For many issues, broken or failing Zaps can be addressed during a paid 75-minute implementation session.
If the issue requires additional investigation, rebuilding, or optimization beyond that session, our team will assess the scope and recommend moving to an hourly package or brief engagement. This ensures fixes are reliable and complete.
Yes. We regularly work inside existing Zapier accounts.
This includes:
- Auditing and fixing broken or unreliable Zaps
- Optimizing performance and error handling
- Refactoring complex or hard-to-maintain workflows
- Documenting existing automations for internal teams
At minimum, we typically need:
- Zapier credentials or a seat
- Access to connected apps involved in the workflows (e.g. CRM, forms, support tools)
Absolutely! We provide documentation as needed for the automations we build or modify, so your team understands how everything works and can maintain it confidently.
We can also offer training sessions to walk your team through the workflows, explain key logic, and answer questions as part of the handoff or ongoing support.
Both are automation platforms, but they have different strengths.
Zapier is simpler, easier to set up, and great for straightforward workflows and business apps. Make (formerly Integromat) offers more complex logic, conditional paths, and data transformations, which can be useful for advanced integrations.
We build automations to be reliable and include error handling to catch issues before they become problems. If something does break (due to app updates, API changes, or unexpected data), we're available to diagnose and fix it.
For clients on ongoing support packages, we monitor automations proactively and address issues as they arise. For project-based clients, we offer hourly support to troubleshoot and resolve any issues that come up after launch.
Because we provide documentation, most minor issues can often be handled internally without waiting on us.
Say g’bye to:
- Stunted growth
- Wasted time and energy
- Frustrated employees
And say hi to:
- Easy automation
- Headache-free growth
- Increased profits