Capability 03
System Integration & Process Automation
API Integration &
System Orchestration
Every business runs on multiple tools — CRM, project management, accounting, support, marketing. But none of them talk to each other. So your team wastes hours every week copying data between systems, checking for updates, and manually syncing records.
We map your existing processes, identify the friction points, and build custom automation to eliminate the manual work. API integrations. Data pipelines. Workflow orchestration. Automated reporting.
If it takes more than 10 minutes a day, it's worth automating. And unlike Zapier or Make, you get custom solutions designed for your exact workflow — not squeezed into a templated "zap."
What gets delivered
- Process mapping and workflow audit
- API integration and system orchestration
- Custom automation development (no-code tools when appropriate)
- Data pipeline architecture and implementation
- Automated reporting and alert systems
- Documentation and handoff for ongoing maintenance
- Monitoring and optimization (30-day post-launch)
What Gets Automated
Real examples from businesses we've automated — custom solutions, not generic templates.
CRM ↔ Project Management
Sync client data, project statuses, and task assignments automatically. No more duplicate entry across tools.
Sales ↔ Accounting
Generate invoices, track payments, and update financial records when deals close. Zero manual invoicing.
Support ↔ Knowledge Base
Pull common questions into a searchable database. Auto-tag tickets and route to the right team.
Marketing ↔ Analytics
Consolidate campaign performance from multiple platforms into one dashboard. Daily automated reports.
Your workflow is unique. These are examples — your automation will be custom-built for your exact systems and processes.
Business Process Automation
Beyond connecting tools — we automate entire business processes from end to end.
Client Onboarding Automation
From signed contract to first project kickoff — automated. Contract generation, invoice creation, CRM update, project setup, welcome email sequence, and calendar booking.
Before: 2 hours of manual work per client. After: 5 minutes to review.
Automated Reporting
Daily, weekly, or monthly reports generated automatically. Pull data from multiple sources (analytics, CRM, accounting), format it, and deliver it to Slack, email, or a dashboard.
Before: 4 hours/week building reports manually. After: Reports in your inbox every morning.
Real-Time Data Synchronization
Keep customer data, project statuses, and financial records in sync across all your tools. Update once, reflect everywhere — no more duplicate entry or stale data.
Before: Updating 5 systems manually when a client changes. After: Update once, sync everywhere.
Beyond Zapier & No-Code Tools
No-Code Tools (Zapier, Make)
- • Pre-built templates (may not fit your workflow)
- • Limited to integrations they support
- • Monthly subscription costs scale with usage
- • Breaks when APIs change (no one fixes it)
Custom Automation
- ✓ Built for your exact workflow (not a template)
- ✓ Works with any API or system (no limits)
- ✓ One-time build cost (no recurring subscriptions)
- ✓ Maintained and monitored (you own the code)
We use no-code tools when they make sense. But when your workflow is complex, scales with your business, or requires custom logic — we build it properly.
Who This Is For
✓ Your team wastes hours on manual data entry
You're copying information between CRM, project management, accounting, and support tools. Every update requires touching 3+ systems. It's slow, error-prone, and drives your team crazy.
✓ You've outgrown Zapier or it's getting expensive
Your no-code automation is either too rigid (can't handle edge cases) or too expensive (monthly costs scaling with usage). You need something built for your exact workflow that you actually own.
✓ You want someone who runs systems daily
You're tired of consultants who map your processes and disappear. You want an operator who builds automation they'd actually use themselves — and maintains it when APIs change or requirements evolve.
The Difference
If it takes more than 10 minutes a day, it's worth automating.
We've been building, acquiring, and running technology-driven companies since 2008. Every automation system we implement is one we'd use ourselves — because we do use them ourselves.
That means clean integrations. Error handling. Monitoring. Documentation. And the ongoing maintenance to keep it running when APIs change or your workflow evolves. Because automation only works if it stays working.