AUTOMATION SERVICES / ZAPIER AND MAKE
Zapier and Make Automation
I build multi-step workflows in Zapier and Make that handle repetitive work between your apps, with filters, branches, and error alerts so they keep running.
73%
TASKS AUTOMATED
50+
CLIENTS MANAGED
+35%
ENGAGEMENT
From my Fire & Pine and Go High Level case studies.
OVERVIEW
What are Zapier and Make?
Zapier and Make are no-code tools that connect apps through triggers and actions. Zapier is quick for simple, step-by-step workflows. Make suits branching logic and heavier data handling. A Zap or a Make scenario is one automated workflow.
PROCESS
How it works
01
Map the process
I write down each step, who does it, and what triggers it, so the automation matches how the work really runs.
02
Build with logic
Filters, routers, and lookup tables decide where each record goes, so one workflow can handle many cases.
03
Add safeguards
Error alerts, duplicate checks, and short documentation keep the workflow reliable and understandable to your team.
TOOLS
Tools used
FAQ
Common questions
Q01
What is the difference between a Zap and a Make scenario?
Both are one automated workflow. A Zap is built in Zapier and is usually a straight line of steps. A Make scenario is built in Make and can branch into several paths.
Q02
Should I use Zapier or Make?
Zapier is faster to set up for simple flows. Make handles branching and data transformation well and can cost less on larger workflows. I choose based on volume, complexity, and who will maintain it.
Q03
What happens when an automation fails?
Failures are caught and sent to an alert with the record attached, and the step can be retried. I also document each workflow so your team can see how it runs.
Q04
Can you add AI to a workflow?
Yes, for tasks like sorting messages or drafting replies. Rules decide what happens next, and uncertain results go to a person.
Ready to stop the copy and paste?
Tell me what you need help with and I will reply with questions and next steps.