Services Zapier
Zapier automation for small businesses
If someone on your team copies the same information between systems every week, it can probably be automated. We set up Zapier so your apps talk to each other.
What we automate with Zapier
- Form enquiries that create CRM contacts, tasks and follow-up emails
- New sales or bookings added to your spreadsheet, CRM or project board
- Webinar and event sign-ups synced from Zoom
- Monthly reports pulled together automatically
- Alerts by email or Slack when something needs attention
- A written record of every automation, so you know what runs where
Built with Zapier
Commission app for a stockbroking firm
Commissions are worked out, checked and sent to every adviser automatically, replacing a big monthly spreadsheet job.
The app pulls sales, fees and salaries from three different systems, then applies the firm's tiered incentive rules, super, team bonuses, refunds, and mid-month starters and leavers. Each adviser gets a clear breakdown, and every run is locked as a permanent record once pay goes out.
Built with Supabase, HubSpot, monday.com, Zapier
- 30 minutesa month on payroll commissions, down from 6 hours
- Fewer errorsno more manual calculations
- 3 systemscombined into one commission run
Website and investor hub for a financial services firm
A 90-page rebuild for a licensed stockbroking and advice firm, built to bring in leads around the clock.
We moved the firm off an outdated platform and rebuilt every page in Webflow on one design system. We designed its free research reports, built 40+ report pages to promote them, and added market and location pages written to rank on Google, carrying the old site's search traffic across. Every lead form, autoresponder workflow and branded email was built in HubSpot, so each report lands in the reader's inbox the moment they sign up, with full ad tracking. Members join and pay through Stripe, and every page was written to meet the firm's compliance rules.
Built with Webflow, HubSpot, Stripe, Zapier
- 8.5 secfaster homepage load on mobile
- 92+desktop speed score on Google, up from 30
- 40+report pages, each with its own lead form
Common questions
What can be automated?
Most repetitive copy-and-paste work between apps: enquiries, bookings, sales, invoices, reports and reminders. Tell us what your team does by hand and we will tell you what can go.
What does Zapier cost?
Zapier has a free plan for simple automations. Busier setups need a paid plan, which we'll recommend in your quote.
What happens if an automation breaks?
We set up error alerts. On a monthly retainer we fix them for you, or your written guide shows your team what to check.
Is Zapier always the right tool?
Not always. Sometimes a direct integration or a small custom app costs less over time, and we'll tell you which.
Is the consultation free?
Yes. Every free consultation includes an audit of your current website or systems, so you'll know what's working and what to fix, whether or not you go ahead with us.
How do you hand over the work?
When your project is finished, everything is handed over in your name: logins, files, brand assets and the platforms we set up. We'll take your team through it on a video call so you know how it all works. Then you choose how it's looked after: we can handle maintenance for you on a monthly retainer, or we'll put together detailed written guides, plus Claude skills your team can use, so you can manage it all yourselves.
Tell us what your team does by hand
We'll reply within one business day with a fixed quote and dates. Every free consultation includes an audit of your current website or systems.
Get a free quoteRelated services