Why Choose TechDocs for Advanced Workflow Automation?

Fragmented tools create manual work. We use advanced automation platforms to build "bridges" between your siloed apps, ensuring data flows automatically from your lead forms to your CRM to your accounting software.

Eliminate manual entry and free your team to focus on high-value strategy while the systems handle the repetition.

Services Included

Zapier/Make Workflows

Connecting your apps without writing complex code.

Data Syncing

Ensuring your CRM, Email, and Billing tools all match.

Automated Onboarding

Sending contracts and welcome emails automatically.

Reporting Automation

Generating weekly PDF reports without lifting a finger.

Frequently Asked Questions

What is Zapier? +
It is a tool that acts as glue between 5,000+ different apps.
Make vs Zapier? +
Make (Integromat) is more powerful for complex logic; Zapier is easier for simple tasks. We specialize in both.
Is it reliable? +
Yes. We build error-handling layers so if an automation fails, you get alerted.
Can you save me money? +
Yes. By automating manual data entry, we often save clients 20+ hours of staff time per week.
Do I need a developer? +
We set it up for you. After that, it runs itself.
Is it secure? +
Yes. We use secure API tokens and least-privilege access.
Can you automate Xero? +
Yes. We can automate invoices, bills, and reconciliation.
What happens if an API changes? +
We offer maintenance packages to fix connections if software updates break them.
Can you automate emails? +
Yes. We can trigger highly personalized emails based on user actions.
Is it scalable? +
Yes. These tools process millions of tasks per day.