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Case study Automation

How Provis automated the workflows of Acris with Zapier.

Acris, or ACRIS Services, coaches residential home builders and is part of the Association of Professional Builders. Provis built Zapier workflow automation around the client's CRM to streamline its operations, and fixed an issue in its app and CRM.

  • Zapier workflows
  • CRM
The Association of Professional Builders home page: We help home builders get more profit, more time, and less stress, with Book a 15-minute chat and Join a free session buttons beside a monthly group coaching session
The Association of Professional Builders home page on a phone: the coaching headline and the Book a 15-minute chat button
Client: Acris (ACRIS Services)Business coaching for home builders, Australia
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What Provis delivered

Workflows linked through Zapier, and a CRM that works better.

Zapier workflows
link the tools together
Provis built them around the client's CRM to streamline its operations
CRM improved
in the client's app
The client says so in its own testimonial
Issue fixed
in the app and CRM
Provis traced the issue across the client's app and CRM and fixed it

At a glance

  1. The client

    Acris (ACRIS Services) coaches owners of established residential building companies in Australia and beyond, as part of the Association of Professional Builders.

  2. What Provis built

    Zapier workflow automation around the client's CRM, to streamline its operations, and a fix and improvements to its app and CRM.

  3. Today

    The client says the issue is fixed and the CRM has been improved. Its testimonial praises Provis's communication and project management.

Client
Acris (ACRIS Services), part of the Association of Professional Builders
Industry
Construction: business coaching and mentoring for residential home builders
Market
Australia and beyond
Services
Workflow automation, CRM integration
Built with
Zapier, connected to the client's CRM

Their communication and project management was excellent. The issue is now fixed, and the app's CRM has been improved. Always helpful, Provis Technologies was willing to do whatever the project needed to be successful.

ACRIS Services Australia. Client testimonial.
The situation

A coaching company with operations to streamline.

Acris coaches the owners of established building companies. It offers group coaching, one-to-one business coaching, mentoring, workshops and events, to help home builders get more profit, more time and less stress.

Behind that sit the client's own operations, its app and its CRM. Provis built Zapier workflows around the CRM to streamline them, and fixed an issue in the app and CRM. The client's website is its own, and this page covers only the automation and the CRM.

How a business running on several tools usually works

  1. A lead arrivesit is entered in the CRM
  2. Other toolsget the same details typed in again
  3. Follow-upsare remembered and sent by hand
  4. Reportsare put together from several places

A typical flow for businesses like this, not a record of this client.

Common problems, and how Provis fixes them

What usually slows a business that runs on several tools down

Problems Provis often sees in projects like this, and how it fixes them.

  1. The same details typed twice

    When tools do not talk to each other, staff copy details from one to another.

    How Provis fixes itWorkflows that pass the details on

    A workflow tool moves the details from one app to the next as soon as something happens.

  2. Follow-ups that depend on memory

    Steps that someone has to remember get missed on a busy day.

    How Provis fixes itAutomatic next steps

    When a record changes in the CRM, the next step starts on its own.

  3. A CRM that does not fit the work

    A CRM that is awkward to use stops being kept up to date.

    How Provis fixes itFixes and small improvements

    Problems in the CRM and its app are fixed, and the parts people use most are made easier.

How the work ran

How Provis runs an automation project

  1. Discovery and auditProvis looks at what exists today, and agrees with you what to fix or build first
  2. Build or fixThe work is done in small pieces you can see and review as they land
  3. Test and launchEverything is checked on phones and desktops, and on real data, before it goes live
  4. SupportAfter launch Provis monitors, fixes and improves, around the clock

  • Map the work: list what is done by hand today, and pick the steps that save the most time.

  • Connect the tools: build the workflows between the CRM and the other apps, one at a time.

  • Check and watch: test each workflow on real records, then watch for any that fail.

Our approach:

Automate the dull steps first.

The best first workflows are the ones people repeat every day, so the time saved shows up quickly.

Every Provis build comes with 24/7 monitoring and support after launch.

How Provis adds AI and automation
The workflows

What workflow automation around a CRM looks like.

Illustrative screens of the kind of workflows Provis set up, designed in Acris's colours; the client's own systems are private. Everything shown is made up. Select one to enlarge it.

  • An illustrative list of five workflows, four switched on and one off, with the number of runs this month

    Your workflowsEvery automation in one list

  • An illustrative workflow: when an enquiry form is sent, look for the contact, create or update it, create a follow-up task and send a welcome email

    One trigger, many stepsWhen this happens, then that

  • An illustrative CRM contact for Sample Builder Co with fields filled in by a workflow, and its activity

    The CRM stays currentDetails filled in for you

  • An illustrative task list where four follow-ups were created automatically by workflows

    Follow-ups made for youNo reliance on memory

  • An illustrative run history showing 128 runs, all successful, with the latest runs listed

    Run historySee that every run worked

The client today

The client's business, in its own published figures.

The coaching business that the automation supports, in figures from the client's website, October 2026.

12,643
building companies coached
4.9
stars from 120+ Google reviews
2014
when the coaching company was founded
130+
partners in its rewards programme
See it live:Association of Professional Builders (opens in a new tab)

After launch

Built, and open to change.

Provis built Zapier workflows around the client's CRM and fixed an issue in its app and CRM.

The workflows pass records between the client's tools and its CRM, so nobody has to type them twice.

Provis has delivered 200+ projects since 2012, with a team of 25+ engineers, designers, QA and project leads.

Every Provis build comes with 24/7 monitoring and support after launch.

How every Provis project runs

  • One project leadyour single point of contact
  • A written weekly update and a demoof what was built that week
  • A staging link and your repoyou see the work as it is built; the code goes straight into your repo
  • QA before launchour QA team tests every feature
  • Yours from day onecode repo, cloud account and domain in your company's name; our team joins as collaborators, and you can remove access at any time
  • Our team works in India, on ISTUTC+5:30: 1.5 hours ahead of Dubai, 4.5 ahead of London (5.5 in winter), 9.5 ahead of New York (10.5 in winter)
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Tell us which tools you run and what is still done by hand. We will come back within two working days with an approach, a rough timeline and a rough cost range. No charge, no commitment.

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