Make the tools you already pay for talk.
Somebody in your business is a human API. They read an approved job in one system and type it into QuickBooks. They copy web leads into the CRM. Every Friday they export something, tidy it, and email it to someone who'll look at it on Monday.
It's slow, and it's where the mistakes creep in.
- Trigger: Invoice approved in Jobs
- Match customer in QuickBooks
- Found: Create invoice
- Not found: Create customer, then invoice
- Email PDF to customer
- Post note to #billing
- 14:02INV-2291OK
- 13:47INV-2290OK
- 11:15INV-2289Retried
What it costs
One workflow or a two-system sync
usually 1–2 weeksPrice: from$1,800Multi-system automation
usually 3–5 weeksPrice: from$4,500
If you want someone watching it after launch, a care plan covers that.
Prices updated October 2026
Starting prices. The final price is set in a written proposal.
What you get
- A diagram of the workflow, so you can see what happens and in what order
- The automation itself, tested on real-looking records
- Error alerts: when it fails, a named person hears about it by email or chat
- A run log you can check
- Written documentation
- All the credentials living in your accounts, not mine
What I'll need from you
Admin access to each tool, or a person who has it. A handful of example records, including the awkward ones. And the rules people follow in their heads: "if it's a commercial client we use the other tax code", that kind of thing. Those are where automations break.
What I'd connect, and how
Native APIs wherever they exist: QuickBooks Online, Xero, Google Workspace, HubSpot, Shopify, Stripe, Airtable and most tools with documented APIs. The glue is a small PHP or Node service running on a schedule or listening for webhooks, or Zapier or Make when they're enough. Fewest moving parts wins.
Third-party names are trademarks of their owners; no affiliation or endorsement.
- 14:02INV-2291OK
- 13:47INV-2290OK
- 11:15INV-2289Retried
- 10:58INV-2288Needs review: tax code missing
- 09:31INV-2287OK
Zapier, Make, or custom?
I'll recommend whichever fits. Here's how I think about it.
Option · When it fits · What you pay each month · Who fixes it when it breaks
- Zapier or Make
- When it fitsSimple triggers, low volume, standard apps
- What you pay each monthA subscription to the vendor, which rises with volume
- Who fixes it when it breaksWhoever built it, often you
- Custom (a small service on your hosting)
- When it fitsYour own rules, higher volume, apps with odd APIs, anything needing a real log
- What you pay each monthHosting you already pay for, plus any API fees
- Who fixes it when it breaksMe under a care plan, or any PHP developer from the docs
- Both
- When it fitsA custom core with Zapier handling a couple of easy edges
- What you pay each monthA bit of each
- Who fixes it when it breaksSplit, and written down
When Zapier's enough, I'll tell you, and I'll set it up for a couple of hours at $110/hour instead of selling you a build.
Automation questions
What happens when an API changes?
Do I pay for Zapier myself?
Can you fix an automation someone else built?
Do you store my data?
Related sample
Invoice to QuickBooks
A concept automation for a fictional landscaping company: approved job in, QuickBooks invoice out, alerts when something doesn't match.
See the sample
- Trigger: Invoice approved in Jobs
- Match customer in QuickBooks
- Found: Create invoice
- Not found: Create customer, then invoice
- Email PDF to customer
- Post note to #billing
- 14:02INV-2291OK
- 13:47INV-2290OK
- 11:15INV-2289Retried