Zapier
automation that doesn't drop data.
Zapier is the fastest way to automate a quick win, and the fastest way to accumulate sixty half-broken zaps nobody owns. We audit, consolidate, and harden your Zapier account, then hand it back documented, monitored, and with a costed exit plan for the flows that have outgrown per-task pricing.
Zap Audit Console
Account-wide · live
Every zap mapped to an owner, a task cost, and a failure mode, not rediscovered the month a lead goes missing.
Trusted by teams at
Automation audit
Zapier scales, then quietly stops.
Zapier is brilliant at the first automation and brutal at the fiftieth. The failures never announce themselves, you find them when a deal has no CRM record and the task bill has doubled.
The zap graveyard nobody owns
Sixty-plus zaps, half switched off, three quietly duplicating the same Salesforce contact. The person who built them left, and the error notifications still route to their deactivated inbox, so nobody sees them fail.
Per-task pricing that punishes scale
Actions, searches, and Formatter steps each count as a task, so a five-action zap firing 4,000 times a month burns 20,000 tasks. Put a Filter after those steps instead of before it and you pay to process every record you then throw away. Blow past the plan cap and Zapier auto-upgrades you to the next tier, it never warns you first.
No retries, so failures drop data
A 500 from the API and the action just errors out. No retry, no queue, the lead never reaches the CRM, and the only trace is an email to whoever owns the zap. Auto Replay retries only on Zapier's paid higher tiers, and only for the error types it recognizes.
No staging, and revert can't un-corrupt data
You edit the live zap in place, with no staging copy to test a change against. Zapier's version revert rolls back the zap's config, but it can't un-write the records a wrong field mapping already corrupted, so one bad save at 5pm quietly poisons every record it touches until someone catches it days later.
Audit first, automate second.
1. Audit & inventory
We map every zap: what it does, who owns it, how many tasks it burns, and where it drops data silently. The graveyard gets triaged into kill, consolidate, or rebuild before we touch a single live flow.
2. Consolidate & harden
Duplicate zaps merged, wasteful filters pushed upstream to cut task consumption, and every critical action wrapped in an error path with retry logic and Slack alerting. Failures surface in seconds, not at month-end.
3. Document & hand over
Every surviving flow documented with its owner, trigger, and task budget, wired to a monitoring dashboard. Where a workflow has outgrown per-task pricing, you get a costed plan to move it to Make or native code, no lock-in.
What lands in your hands.
Not a tidier zap list and a slide deck, but a consolidated account you can trust: every flow owned, monitored, and priced, with a clear line on what stays on Zapier and what should leave it.
A consolidated zap inventory
Every zap audited, orphans killed, duplicates merged. What survives carries a named owner, a documented trigger, and a task cost, so nothing runs that nobody understands or pays for by accident.
Retries & failure alerting
Every business-critical action wrapped in an error path with retry-on-failure and Slack alerting, so a dropped lead pages a real person in seconds instead of vanishing into a deactivated inbox.
A leaner task bill
Wasteful steps consolidated and filters moved upstream so you stop paying a task to discard a record. We right-size the plan to real volume and show the month-over-month task trend, so overages stop ambushing you.
A migration path off Zapier
For the flows that have outgrown per-task pricing, a costed plan to move them to Make or native code, sequenced so nothing breaks in the cutover. You keep the quick wins on Zapier and stop overpaying for the heavy ones.
Connected Stack
One source of truth
Monitored
All zaps monitored, retries & alerting on
Automate the quick wins, not the fire drills.
Scope depends on how many zaps you run, your monthly task volume, and your CRM. We quote after a short call, not from a rate card, and every zap runs in your own Zapier account from day one.
The questions we get asked.
Will you break automations we rely on?
Nothing gets killed without sign-off. The audit tags every zap kill, keep, or rebuild with the reasoning, and you approve that list before we touch anything live. Orphaned zaps that error into a deactivated inbox are first to go, but only once we have confirmed nothing downstream depends on them.
What access do you need?
Owner or admin on your Zapier account, so we can see every zap, its history, and its task usage. We reconnect app authentications in your name, and need API access to your CRM for the flows that write to it. Billing stays entirely on your account, we never move it.
How long does the audit take?
The inventory and audit take the first week for a typical account of thirty to eighty zaps. Consolidation, retry logic, and alerting land over the following one to two weeks, so two to three weeks end to end. Migrating a workflow off Zapier is scoped separately, once you decide it is worth doing.
Who pays for Zapier licenses?
You do, in your own account. The Zapier subscription and any task overages stay on your billing, so you own every zap and connection. We size the plan to your real task volume, which usually means you stop paying for a tier you were auto-upgraded into by overages.
Why not just move everything off Zapier?
Zapier is excellent for quick, low-volume automations, and we keep those exactly where they are. The pain is only in the high-volume, business-critical flows where per-task pricing and thin error handling bite. We move those and leave the rest, because ripping out Zapier wholesale usually costs more than fixing it.
What happens after handover?
You own the zaps, the documentation, and the monitoring dashboard. Every flow has a named owner and a runbook for the common failures, so nothing depends on us staying. Some clients keep a light retainer for monitoring and new automations, but the account runs fine without one.
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