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Connect the tools your team already uses

Zapier & Make Workflow Automation

SmartWorkflow360 works with clients to configure Zapier and Make around defined business workflows. We clarify the process first, then connect the tools, test handoffs, plan for exceptions, and document ongoing ownership.

Triggers and filtersData validationError paths and alerts

Workflow setup from map to handoff

  1. Document the trigger, outcome, systems, and process owner.
  2. Confirm app data, permissions, plan limits, and edge cases.
  3. Configure a focused workflow with filters and safeguards.
  4. Test normal, incomplete, duplicate, and failure scenarios.
  5. Document ownership, alerts, and future maintenance.

Independent workflow services

We work with clients in the platforms they choose. SmartWorkflow360 is an independent services provider and is not affiliated with or endorsed by Zapier or Make.

See Zapier automation examples for small businesses.

Bring your most repetitive workflow

We will help assess the process and a maintainable way to connect your tools.

Book a workflow review