Template Browser
Browse automation templates or search for specific use cases. Your data stays safe: we build on staging first and never touch your live systems.
How It Works
Retainers from $3,500/mo · Each template is an example of what we build and maintain as part of your retainer.
HubSpot ↔ Intercom Contact Sync
SimpleTwo-way sync between HubSpot CRM and Intercom so sales and support always see the same customer data
Salesforce → HubSpot Migration Sync
ModerateMigrate contacts and deals from Salesforce to HubSpot with field mapping and deduplication
Stripe → Slack Revenue Alerts
SimplePost new subscription, upgrade, churn, and failed payment events to Slack channels in real-time
Stripe ↔ QuickBooks Invoice Sync
ModerateAutomatically create QuickBooks invoices from Stripe payments and reconcile monthly
Customer Onboarding Orchestrator
ModerateNew Stripe subscription triggers welcome email, Slack channel creation, Calendly invite, and CRM update
Support → Product Feedback Loop
ModerateTag and route Intercom conversations to Linear issues so product teams see customer pain points automatically
Weekly KPI Dashboard Builder
ComplexPull data from Stripe, HubSpot, and Mixpanel into a Google Sheet and post a weekly summary to Slack
Churn Risk Alerting
ComplexMonitor product usage via Segment, flag at-risk accounts in HubSpot, and alert the CS team on Slack
Deploy → Status Page → Slack
SimpleGitHub deploy events update your status page and notify relevant Slack channels with release notes
Full-Stack SaaS Operations Hub
EnterpriseConnect CRM, billing, support, analytics, and comms into a single operating system with monitoring and alerts
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