Let the routine workrun itself.
If someone follows the same steps every time something happens, there's a good chance it can be automated. We build Zapier automations that take that work off your team, connected to Xero and the tools you already pay for.
What's included
Enquiry handling
New enquiries logged, acknowledged and followed up automatically, so none go cold.
Hand-offs between teams
Approved quotes become jobs, finished jobs become invoices, and the right people are told.
Reminders and chasers
Payment reminders, document requests and follow-ups that go out on time, every time.
Built to be maintained
Clearly named, documented automations with error alerts. No black boxes.
How we approach it
Good automation starts with a good process. We map how the work happens today, remove the steps that shouldn't exist, then automate what's left. Automating a messy process just makes the mess happen faster.
Everything sits in your own Zapier account, named and documented, so you're never locked in. Where Zapier isn't the right tool, we'll say so and use what is.
What you get out of it
Hours back each week
Repetitive steps happen without anyone.
Nothing slips
Enquiries and reminders go out on time.
Room to grow
More work without more admin.
Zapier Automation questions
Do I need my own Zapier account?
Yes, so you own everything we build. We'll tell you which plan you need before we start.
What if Zapier isn't the right tool?
Sometimes Xero's own features, a native integration or a small custom tool does the job better. We'll recommend whatever is simplest to run.
Can you fix automations someone else built?
Yes. We can review, tidy and document what you already have.
Let's find what could be taken off your plate.
Tell us what you need, or what's slowing the business down. If we can't help, no strings attached.
Let's have a chat