Automation Services
Eliminate manual work and connect your tools with smart automation. We build workflows that save time, reduce errors, and scale with your business.
Automation We Deliver
Sales Pipeline Automation
Connected CRM, email, and Slack to automate lead follow-ups, saving 50+ hours monthly
E-Commerce Order Flow
Automated order processing from Shopify to fulfillment with real-time inventory sync
Client Onboarding System
Automated 15-step onboarding process reducing manual work by 80%
Why Choose Flex Tech Design
Time Saved
Average monthly time saved per workflow
Error Reduction
Fewer manual errors with automation
Apps Connected
Integrations available
What's Included
Perfect For
Sales Teams
Automate lead routing, follow-ups, CRM updates, and pipeline notifications
E-Commerce
Sync orders, inventory, and fulfillment across platforms automatically
Marketing Teams
Connect forms, email sequences, and analytics for seamless campaigns
Operations
Automate repetitive tasks, approvals, and cross-team handoffs
Customer Success
Trigger onboarding sequences, feedback requests, and health score alerts
Finance
Automate invoicing, expense reports, and financial data sync
Platforms We Work With
Zapier
Connect 6,000+ apps with easy-to-build automations
Make (Integromat)
Advanced scenarios with complex logic and data transformation
n8n
Self-hosted automation for privacy-conscious organizations
Custom APIs
Direct integrations when platforms don't have native connectors
Webhooks
Real-time triggers and data exchange between systems
Our Automation Process
Discovery & Mapping
We document your current processes, identify automation opportunities, and map the ideal workflow.
Design & Architecture
We design the automation logic, choose the right platform, and plan error handling and edge cases.
Build & Test
We build the automation, test with real data, and refine until it runs flawlessly.
Deploy & Monitor
Launch the automation with monitoring and alerts. We provide documentation and training.
“Flex Tech Design automated our entire client onboarding process. What used to take 3 hours per client now happens automatically in minutes. We've scaled from 20 to 100+ clients per month without adding headcount.”
Amanda Foster
Operations Manager, ConsultPro Services
Related Services
Frequently Asked Questions
What can be automated?
Almost any repetitive task involving digital tools: data entry, email sequences, lead routing, order processing, notifications, report generation, file management, and more. If you do it manually more than twice, it can probably be automated.
What platforms do you use?
We primarily use Zapier for straightforward automations and Make (Integromat) for complex workflows. For privacy-focused needs, we use n8n. We also build custom API integrations when needed.
How much time can I save?
Most automations save 10-50+ hours per month depending on complexity. We estimate time savings during discovery and track actual results after implementation.
What if an automation fails?
We build error handling into every workflow: retry logic, fallback actions, and alerts when issues occur. We also set up monitoring dashboards so you can track automation health.
Do you provide ongoing support?
Yes, we offer maintenance packages to monitor automations, fix issues, and update workflows as your tools or processes change. We also provide documentation so your team can make minor adjustments.
How long does setup take?
Simple automations: 1-3 days. Complex multi-step workflows: 1-2 weeks. Enterprise integration projects: 2-4 weeks. We provide timelines after understanding your specific requirements.
Ready to Automate Your Workflows?
Let's eliminate manual work, reduce errors, and free up your team to focus on what matters most.