Business Automation Services

What We Automate

• Lead Capture & Routing — Form submissions automatically create CRM records, notify the right person, and trigger follow-up sequences.
• Invoice & Payment Workflows — Stripe payment events sync to QuickBooks, generate receipts, and update customer records.
• Inventory Sync — Shopify, Square, and warehouse systems stay in lockstep without manual updates.
• Customer Onboarding — New customers get welcome emails, account setup, document collection, and team introductions automatically.
• Reporting & Dashboards — Daily/weekly business metrics delivered to your inbox or Slack — no manual spreadsheet work.
• Approval Workflows — Time-off requests, expense reports, and purchase orders routed through Slack or email with one-click approval.
• Data Migration — Move records between platforms (Wix to Shopify, HubSpot to Salesforce, etc.) without losing fidelity.

Tools We Use

• Zapier — Quick wins across 6,000+ apps
• Make (Integromat) — Complex multi-step scenarios with branching logic
• n8n — Self-hosted automations for data privacy and cost control
• Custom Code — Node.js / Python integrations when off-the-shelf isn't enough
• Google Apps Script — Sheets, Gmail, Drive automations
• Webhooks & APIs — Direct system-to-system communication

Real Results for BC Businesses

• Local retailers in Kitimat and Terrace saving 10+ hours per week on inventory reconciliation
• Service businesses in Prince Rupert eliminating double-booking with calendar automation
• Victoria and Vancouver e-commerce stores automating order fulfillment and shipping notifications

Get an Automation Audit

Tell us your three most repetitive weekly tasks. We'll tell you which ones can be automated, how much time you'll save, and what it would cost to build.