Workflow Automation & Integration Services
systems designed to work together
Your website is just one piece of the puzzle. We connect your digital tools—CRM platforms, email marketing, form submissions, customer data—into intelligent workflows that actually serve your team and your mission. Whether it's ensuring every guest gets followed up with, keeping contact information synchronized across platforms, or routing important tasks to the right person at the right time, we build systems that handle the work that shouldn't require constant human attention—freeing your people to do what they do best.
Integration with your tools
We don't push expensive platforms or convince you to abandon systems that are working. Instead, we work with what you already use—WordPress, Constant Contact, Microsoft, HubSpot, Salesforce, Zapier, or even custom APIs—and make them talk to each other. The result is a connected ecosystem where your data flows seamlessly, your team works smarter, and nothing falls through the cracks.
Automation that fits your Process
Every hour spent copying contact information between systems, manually sending routine follow-ups, or chasing down tasks that should have been routed automatically is an hour not spent on the work that actually matters. We take the time to understand where your process breaks down, where things get missed, and where your team is stretched thin—then we build automation that addresses the real bottlenecks, not just the obvious ones.
Designed to scale as you grow
Manual processes work fine when you're small. But as you grow—more form submissions, more members, more data—those same processes become fragile and overwhelming. We build workflows that adapt to increased volume without requiring more staff time or creating more stress. Whether you're handling 10 weekly inquiries or 100, the system keeps pace without breaking down.
From scattered to streamlined
Automation that works in the real world
Building integrations and automated workflows requires more than connecting two tools and hoping for the best. It requires understanding how your organization actually operates, where the friction lives, and what success looks like for the people doing the work. That's where our experience matters most.
Process First thinking
Every automation we build starts with a deep understanding of your current workflow—not just how it's supposed to work, but how you need it to work.
Data that stays in sync
We connect systems so information flows automatically—webhooks, APIs, or custom integrations—ensuring your data is consistent, current, and accessible wherever your team needs it.
built for resilience
Real-world data is messy. We build automation that handles the unexpected gracefully—catching errors, routing exceptions, and keeping things running even when conditions aren't perfect.
- 50+
Platform integrations
- 100's
of hours saved monthly
- 100%
custom coded to your tools
Real integrations. Real business impact.
workflows we've designed
Every organization has processes that consume time, create frustration, and introduce the risk of things being missed or done inconsistently. We specialize in turning those manual, error-prone workflows into automated systems that just work. Here are a few examples—but if your situation is unique, we can build for that too.
Connection Card Follow-up System
nonprofit organization | faith & community
The challenge
Paper-based and digital connection cards had the same problem: who should they go to? The digital connection card was rarely used, bloated and simply sent to the general inbox where it invetiably got lost or was forwarded to someone with a single question, “Is this you?”. There was no tracking and zero accountability to ensure guests received the care and attention they deserved. Potential members left as easily as they came, not because the organization didn’t care, but because the system was inefficient.
Our Approach
We built an integrated workflow and custom application, that connects their web-based connection card directly to the follow-up app. When a guest submits their information, it’s automatically organized, categorized, and routed to the appropriate staff member with full context. The guest also receives customized messages, follow-up messages, and more, directly related to their input. The entire system allows for granular control of tasks and re-assignment, with automated reminders and notifications.
The results:
- A user experience driven web form, increasing submission rates
- Every guest now receives personalized, timely follow-up
- Staff have clarity in their tasks and ability to follow-up effectively
- A system that reflects the care and values of the organization
A system of dead-ends, became a reliable, thoughtful, and granular solution, ensuring every person received the response and relationship they deserved.
Real-Time Member Data Integration
professional services | labor union
The challenge
Member data lived in a single spreadsheet—names, numbers, and addresses all crammed into one column, with a few additional columns tracking balances and expenditures. There was no easy way to get that information to members through the portal, and manually re-entering everything wasn’t realistic. Our client needed a way to make the data accessible without rebuilding their entire system.
Our Approach
We built a custom integration that worked with the exact data structure they already had. The system extracts member IDs and balances from the spreadsheet, matches them to the correct member accounts on the website, and keeps everything synchronized automatically. Using webhooks and triggers, the data updates each time the spreadsheet is saved—no manual intervention, no duplicate entry. The integration also dynamically creates new member categories as the roster grows, so it scales naturally without requiring ongoing configuration.
The results:
- Members gained instant access to their balance information through the portal
- Staff were freed from hours of manual data entry and synchronization
- The system scales automatically as membership grows—no rebuilding required
What was once locked in a spreadsheet is now accessible, accurate, and self-maintaining—giving members access to their data, while eliminating repetitive work for staff.
Disjointed to Integrated
How we approach integration
We don't start by asking what tools you want to connect. We start by understanding how your team actually works, where the friction is, and what success looks like for you. Only then do we design the automation that will genuinely make things better—not just different.
What to expect for your investment
Transparent pricing
Every automation project is different because every organization's needs, systems, and workflows are different. We scope each project individually based on what you're actually trying to accomplish—not a generic price list.
What influences project cost
The number of systems being connected, the complexity of your workflow logic, whether custom development is needed, and your timeline all influence cost. Most workflow automation projects fall somewhere in the $5,000–$15,000 range. Simpler connections can start lower, while complex, multi-platform systems with diverse logic and pathways may go higher.
Support as your needs evolve
Workflows rarely stay static. As your organization grows and needs change, we offer ongoing support to monitor, adjust, and expand your automations—so the systems we build continue serving you well long after the initial implementation.