AUTOMATION / ZAPIER
Workflow Automation
Connecting six disconnected tools into one dependable process.
- CLIENT
- Wexford Supply
- YEAR
- 2025
- CATEGORY
- AUTOMATION / ZAPIER
- SERVICES
- Process Mapping
- Integration
- Automation
The Problem
A closed deal triggered eleven manual steps across six tools. Each step was somebody remembering to do it, and the handoffs between departments were where things quietly fell through.
The Solution
An event-driven pipeline where closing a deal provisions the account, raises the first invoice, opens the onboarding ticket and notifies the owner. Failures retry and surface to a human instead of vanishing.
How It Works
- 01
INPUT
Deal marked closed in the CRM
- 02
PROCESS
Record validated and normalised
- 03
AUTOMATION
Account, invoice and ticket created
- 04
DATABASE
Run recorded with full step history
- 05
RESULT
Customer live without manual handoffs
Technology
- Node.js
- Zapier
- Webhooks
- REST API
Results
- 11
- manual steps removed
- 2 days
- faster onboarding
- 0
- missed handoffs since launch