Automate workflows with AI and Zapier consultants trusted since 2016
As an official Zapier Solutions Partner, we design, build, and maintain advanced workflows that connect your systems, streamline operations, and eliminate manual work—so your team can scale with confidence.
We go beyond basic automation. Our work combines AI-powered workflow design, deep Zapier expertise, and proven software engineering practices to deliver secure, scalable, and maintainable automation solutions that support long-term growth.
Official Zapier Solutions Partner
Step 7 Consulting is an official Zapier Solutions Partner, recognized for delivering high-quality, production-ready automation solutions.
This designation reflects our ability to:
- Design complex, multi-step workflows
- Integrate AI and agents to get more done efficiently
- Build reliable, secure integrations
- Apply best practices for performance and scalability
- Support mission-critical business processes
You’re not just hiring someone who “knows Zapier.” You’re partnering with a team trusted to build automation that lasts.
Start with an AI Automation Assessment
While AI-powered workflow automation can deliver significant efficiency and scale, the challenge for many organizations is knowing where to begin.
Step 7 offers an AI Automation Assessment as a focused starting point. The assessment identifies high-impact automation opportunities, provides visual workflow diagrams, and delivers a clear, prioritized roadmap—giving leaders clarity before committing to implementation.
Why Work With a Zapier Consultant?
Modern organizations rely on dozens of tools to operate efficiently—but without thoughtful automation, those tools create friction instead of leverage.
As your Zapier consultant, we help you:
- Eliminate manual and repetitive tasks
- Connect systems across your tech stack
- Reduce errors and operational bottlenecks
- Improve visibility and data consistency
- Scale workflows without adding headcount
We don’t just connect apps—we design automation architectures that evolve with your business.
What We Do as Zapier Consultants
AI-Powered Workflow Automation
We design intelligent workflows that combine Zapier with AI tools to automate decision-making, data enrichment, and multi-step processes.
Custom Zapier Integrations
From CRM and marketing platforms to internal tools and databases, we connect your systems to ensure data flows seamlessly where it’s needed most.
Automation Strategy & Architecture
We assess your current processes and design automation strategies that scale—reducing technical debt while improving speed and reliability.
Ongoing Optimization & Support
Automation isn’t “set it and forget it.” We provide ongoing support, monitoring, and optimization to keep workflows performing as your business evolves.
Common Use Cases
- AI-powered task orchestration and decision support
- Lead routing and CRM automation
- Sales and marketing workflow automation
- Customer onboarding and lifecycle management
- Internal operations and reporting automation
Zapier Case Studies
The workflow automations we build are often for those instances where there’s a complex set of requirements. As a result, we’ve created dozens of complex multi-step zaps using the majority of Zapier’s action and trigger features, such as AI Agents, Code by Zapier, Paths, WebHooks, Formatter, Filters, Lookups, Email, Delays, and more.
- AI Workflow Automation for a Medical Practice with Gemini AI, Zapier, MyCase & More
- Workflow Automation for an Event Management Company with Zapier, PipeDrive & More
- Workflow Automation with Zapier: QuickBooks, Google Sheets, Housecall Pro
40+ SaaS Platforms We’ve Integrated — and Counting
From Salesforce and Mailchimp to PipeDrive and QuickBooks, we’ve built a wide range of complex workflow automations across dozens of leading SaaS platforms. We specialize in connecting the tools your business depends on. Visit our Automation Integrations page to browse the full directory of apps we’ve integrated. And if your platform isn’t listed — no worries. We can typically support new SaaS tools quickly and easily.
Explore the Industries We Serve
We’ve partnered with clients in many sectors — from real estate and retail to healthcare and manufacturing. Visit our Industries page to see how we bring industry-specific insights and expertise to each business we work with.
Why Choose Step 7 Consulting
As a Zapier Solution Partner we don’t just implement — we design and engineer AI automations in Zapier that deliver measurable results. With nearly a decade of experience in automating processes, integrating AI, and aligning technology with strategy, we create solutions that are engineering-driven, scalable, and results-focused.
Let’s build an AI workflow automation solution that accelerates your operations, drives efficiency, and adapts as your business grows.
