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.
Step 7 Consulting is an official Zapier Solutions Partner
This designation reflects our ability to:
- Design complex, multi-step workflows
- Integrate AI and agents to get more done
- 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.
“Step 7 was phenomenal. Top-quality work, timely, and exceptionally clear communication. They’re solution- and detail-oriented at every step.”
Christian M
Practice Manager, Medical Practice
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.
Common engagements include AI-powered task orchestration, lead routing and CRM automation, sales and marketing workflows, customer onboarding, internal operations and reporting, and system-to-system integrations across your full tech stack.
Zapier Case Studies
The following case studies highlight how Step 7 builds AI-powered Zapier workflow automations that seamlessly integrate systems, reduce manual work, and increase efficiency.
Zapier Features We Work With Daily
We don’t just connect apps — we build sophisticated, multi-step automations using Zapier’s full feature set. If your workflow requires it, we’ve likely built it.
- AI Workflow Automation for a Busy Medical Practice
How a busy medical practice dramatically cut audio transcription time with AI-driven workflow automation.
→ AI Workflow Automation for a Medical Practice with Gemini AI, Zapier, MyCase - AI Workflow Automation for Housecall Pro Revenue-Generation Email Campaigns
How a scalable AI integrated Zapier architecture automated revenue-generation email campaigns from Housecall Pro.
→ AI Workflow Automation with OpenAI, Zapier, Housecall Pro, & Google Sheets - Workflow Automation for an Event Management Company
How a growing event management company completely transformed leads to invoicing with workflow automation.
→ Workflow Automation with Zapier, QuickBooks, Google Sheets, Pipedrive, Trello, & DropBox
40+ SaaS Platforms We’ve Integrated — and Counting
From Salesforce and HubSpot to QuickBooks, Shopify, and PipeDrive, we’ve built complex Zapier automations across dozens of leading SaaS platforms — connecting the tools your business already depends on.
Visit our n8n & Zapier Integration Directory page for the full directory. And if your platform isn’t listed, we can typically support it quickly.
Frequently Asked Questions
What does a Zapier consultant do?
A Zapier consultant designs, builds, and maintains automated workflows that connect your business applications and eliminate manual work. At Step 7, we go beyond basic automation — we combine Zapier with AI tools and apply software engineering best practices to build workflows that are secure, scalable, and built to support long-term growth.
What is a Zapier Solutions Partner?
A Zapier Solutions Partner is an officially recognized consulting firm that has demonstrated the ability to design and deliver high-quality, production-ready Zapier automations. Step 7 Consulting is an official Zapier Solutions Partner — meaning you’re working with a team that meets Zapier’s standards for expertise, reliability, and client outcomes.
How is working with a Zapier consultant different from doing it ourselves?
Most organizations can build basic Zaps on their own. Where a consultant adds value is in complex, multi-step workflows that involve AI agents, conditional logic, API integrations, error handling, and long-term maintainability. We design automation architectures — not just individual Zaps — so your workflows scale reliably as your business grows.
How much does Zapier consulting cost?
Zapier consulting engagements vary based on the complexity of your workflows, the number of systems involved, and the level of AI integration required. Most engagements begin with an AI Automation Assessment — a fixed-scope, flat-fee engagement that identifies your highest-impact automation opportunities and delivers a clear implementation roadmap before any build work begins.
Do you only work with Zapier, or other automation platforms too?
We specialize in both Zapier and n8n, and recommend the platform that best fits your workflows, existing systems, and long-term goals. Zapier is often the right choice for organizations that want a managed, user-friendly platform with broad app support. n8n is a strong fit for organizations that need greater flexibility, self-hosted control, or deeper technical customization.
What kinds of workflows do you typically automate?
Common engagements include lead routing and CRM automation, AI-powered document and data processing, customer onboarding workflows, sales and marketing automation, internal operations and reporting, and system-to-system integrations across platforms like Salesforce, HubSpot, QuickBooks, Shopify, and more.
Do you provide ongoing support after the automation is built?
Yes. Automation isn’t “set it and forget it.” As your business evolves, workflows need to be monitored, updated, and optimized. We offer ongoing support and optimization services to keep your automations performing reliably — and to expand them as new needs arise.
Where do we start if we’re interested in Zapier consulting?
Most engagements begin with a free 30-minute consultation to discuss your goals and determine whether an AI Automation Assessment makes sense as a starting point. The assessment is a fixed-scope, flat-fee engagement that identifies high-impact automation opportunities and delivers a clear roadmap — giving you confidence before committing to build.
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 a Zapier automation solution that connects your systems, eliminates manual work, and scales with your business.
“Step 7 was phenomenal. Top-quality work, timely, and exceptionally clear communication. They’re solution- and detail-oriented at every step.”
Christian M
Practice Manager, Medical Practice
