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Zapier automation

Zapier Automation and Integration

We connect the apps your business runs on with Zapier, from your CRM and forms to email, sheets and payments, so details move on their own instead of being typed twice. Where Zapier is not enough, we write the integration in code.

  • Zapier Workflows Zaps that pass details between your apps the moment something happens.
  • CRM Automation Leads, contacts and follow-ups kept in step with your CRM.
  • Custom Integrations Webhooks and code where no Zapier connector exists.

Ratings and Zapier projects

Our work

Zapier projects we've delivered

Workflows around a coaching company's CRM, and a job platform we built with HubSpot and Zapier connected.

  • Workflow automation · Australia

    Acris

    Zapier workflow automation around the CRM of a business-coaching company for home builders, part of the Association of Professional Builders. We also traced and fixed an issue in its app and CRM.

    What we did
    Zapier workflows, CRM fixes
    Built with
    Zapier and the client's CRM
    Read the Acris case study →
  • Job platform · Canada

    Emploi Retraite

    A job platform for people over 50 that we built from scratch on Laravel, with Stripe payments, and HubSpot and Zapier connected for the team's own tools. Handed over to Emploi Retraite's team.

    What we did
    Platform and integrations
    Built with
    Laravel, Stripe, HubSpot, Zapier
    Read the Emploi Retraite case study →

What we do

Zapier automation services

What we do with Zapier, from new workflows and CRM automation to fixes, custom code and the support behind it.

Book a free Zapier consultation

What we are usually asked to fix

  • Leads from forms typed into the CRM by hand
  • Follow-ups that depend on someone remembering
  • The same customer details kept in three tools
  • Zaps that stopped running and nobody noticed
  • Task counts and Zapier bills that keep growing
  • An app with no Zapier connector
  • Zaps that pass details between your apps the moment something happens: a form sent, a deal won, an order paid.

  • Leads, contacts, deals and follow-up tasks kept in step between your CRM and your other tools.

  • Fixes for existing zaps

    Zaps that fail, run twice or that nobody understands any more, checked, fixed and written down.

  • When an app has no Zapier connector, or the logic is too much for a zap, we write it in Node.js or Laravel.

  • Workflows moved when per-task costs or branching logic outgrow Zapier, one at a time, with nothing missed.

  • Error alerts, run history checks and fixes when one of your apps changes, after the workflows go live.

Choosing a tool

Zapier, Make, n8n or custom code?

We build with all of them, so we have no reason to push you either way. This is how we help clients choose.

  • Choose Zapier when

    • Your apps all have Zapier connectors
    • A workflow is a trigger and a handful of steps
    • Your team wants to change workflows without a developer
    • Run volumes fit comfortably in a Zapier plan
    Ask which fits your workflows →
  • Choose Make or n8n when

    • Workflows branch, loop over lists or handle many records
    • High volumes make per-task pricing expensive
    • Data must stay on your own server: n8n can be self-hosted
    See our workflow automation →
  • Choose custom code when

    • An app has no connector, or its API needs custom sign-in
    • The workflow is part of your product and must be tested and versioned
    • Speed or volume has outgrown any workflow tool
    See our Node.js development →

Zapier often sits beside a CRM or your own application: HubSpot development and Laravel development.

How we work

From first call to workflows that run

Six steps, and the same way of working on every project.

Zapier automation

What we build with Zapier

The workflows that take repeated work off your team. Where a project in our case studies shows it, the card links to it.

How we automated Acris →
  • Workflows around your CRM

    Zapier workflows built around a CRM, so records pass between it and the other tools without being typed twice.

    Acris →
  • CRM and automation in a platform

    HubSpot and Zapier connected to a Laravel job platform we built, for the team's own tools.

    Emploi Retraite →
  • Leads straight into the CRM

    Form, ad and booking leads created or updated in your CRM, with an owner and a follow-up task.

  • Orders and payments to accounts

    Paid orders and invoices passed from your store or Stripe to your accounting software and your team.

  • Webhooks and code steps

    Code steps and webhooks for what a connector cannot do: custom formats, lookups and outside APIs.

  • Alerts and reports

    An alert when a zap fails, and scheduled summaries sent to email or Slack.

Why Provis

Why work with Provis on Zapier

Six things you can check before you hire us.

  • Work you can check

    The Acris and Emploi Retraite case studies show what we built and connected.

  • 24/7 monitoring after launch

    Every build comes with monitoring and support once it is live.

  • Tested before switch-on

    Every workflow runs on test records before it touches live data.

  • We fix what others left

    We take over zaps and integrations someone else set up, then fix and document them.

  • Code when Zapier stops

    Our developers write the integration in Node.js or Laravel when a connector is not enough.

  • Hours that overlap yours

    We are on IST: 4.5 to 5.5 hours ahead of London, 9.5 to 10.5 ahead of New York.

Integrations

The apps our Zapier workflows connect

Zapier connects thousands of apps. These are common ones, by category; HubSpot and Stripe are part of the Emploi Retraite platform we built. When an app is missing from Zapier, we connect it in code.

  • CRM and salesLeads, contacts and deals.
    • HubSpot
    • Salesforce
    • Zoho
  • Forms, booking and emailWhere enquiries start and replies go.
    • Typeform
    • Calendly
    • Gmail
    • Mailchimp
  • Sheets and databasesLists your team keeps by hand.
    • Google Sheets
    • Airtable
    • Notion
  • Payments and accountingMoney in, and the books that record it.
    • Stripe
    • QuickBooks
    • Xero
  • Online storesOrders, customers and stock.
    • Shopify
    • WooCommerce
  • Team, tasks and AIMessages, to-dos and AI steps.
    • Slack
    • Trello
    • Asana
    • OpenAI

Reliability, security and care

Reliable, safe and kept up to date.

Workflows keep changing after they go live: apps rename fields, change their APIs and add new plans, and your business adds new steps. We look after the zaps and the accounts they run in, before switch-on and after it.

  • Fewer tasks, smaller bills

    Filters and paths so zaps run only when they should, keeping task counts and plan costs down.

  • Ready when an app changes

    When an app renames a field or changes its API, the affected zaps are found and fixed.

  • Error alerts and replays

    Failed runs alert a named person, and are run again once the cause is fixed.

  • Access kept tight

    Apps connected with only the access they need, in your own accounts, with no shared logins.

Cost

What does Zapier automation cost?

Every set of workflows is different, so we quote after a short call, not from a price list. Within two working days you get an approach, a rough timeline and a rough cost range. No charge, no commitment.

What changes the price

  • Workflows and steps

    How many workflows, and how many steps, filters and paths each one needs.

  • Apps and connectors

    Which apps take part, and whether each has a Zapier connector.

  • Custom code

    Code steps, webhooks or a small integration where a connector stops.

  • Data clean-up

    Duplicates and messy records sorted out before they are synced.

  • Volume and plan

    How often the workflows run, and the Zapier plan that fits.

  • Support after launch

    Monitoring, fixes and new workflows once they are live.

FAQ

Zapier automation questions

Straight answers, with the project behind each one where there is one.

How much does Zapier automation cost?

It depends on the number of workflows and steps, the apps involved, any custom code, the data to clean up and the support you want after launch. We do not sell fixed packages. After a short call, we send an approach, a rough timeline and a rough cost range within two working days, with no charge and no commitment. Your Zapier plan is billed by Zapier, separately from our work.

How long does it take to set up Zapier workflows?

A single zap with a trigger and a few steps takes far less time than a set of workflows around a CRM with paths and code steps. We give you a realistic timeline after the first call, and every workflow is tested on sample records before it is switched on.

What is Zapier?

Zapier is an online tool that connects web apps without code. A workflow, called a zap, starts with a trigger in one app, such as a form being sent, and runs actions in others, such as creating a CRM contact and sending a welcome email.

Should I use Zapier, Make, n8n or custom code?

We build with all of them, so the answer depends on your workflows. Zapier suits workflows of a few steps between apps it already connects, which your team wants to change without a developer. Make and n8n suit workflows that branch, loop or run at high volume, and n8n can run on your own server. Custom code suits apps with no connector and workflows that are part of your product. We tell you which fits after the first call.

Can you fix zaps that someone else set up?

Yes. We go through the run history, find the zaps that fail, run twice or no longer do anything, fix them, give them clear names and write down what each one does, so your team can follow them.

Can Zapier connect to our CRM?

In most cases, yes: HubSpot, Salesforce, Zoho and many other CRMs have Zapier connectors. For Acris we built Zapier workflows around its CRM, and the Emploi Retraite platform we built has HubSpot and Zapier connected.

What if one of our apps has no Zapier connector?

If the app can send or receive webhooks, a zap can still talk to it. If not, we write a small integration in Node.js or Laravel that calls the app's API, and connect that to your other tools.

Who owns the workflows?

You do. We build the zaps in your own Zapier account, or a team account you own, so the workflows, the connected apps and the run history stay with you. Any code we write goes into your own repository.

What happens when a zap fails?

Zapier keeps a history of every run. We set up alerts so a named person hears about a failure, and under a support plan we find the cause, fix it and run the failed records again.

Do you work with clients outside India?

Yes. Our team is in Jaipur on IST, 4.5 to 5.5 hours ahead of London and 9.5 to 10.5 ahead of New York, and works with clients in the US, the UK, Canada, Europe, Australia and the UAE. Our UK company, Provis Global Ltd, is registered in the United Kingdom.

  1. 1 Project details
  2. 2 Your details
  3. 3 Additional info

Tell us about your workflows

This helps us understand your apps and prepare a relevant reply.

Project details

Prefer to talk directly?

We're on IST: 4.5 to 5.5 hours ahead of London, 9.5 to 10.5 ahead of New York.