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Make & Zapier automation

Make.com and Zapier Automation, Built to Keep Running

Connect the apps you already use with Make scenarios and Zapier Zaps that handle real-world data — missing fields, duplicates and changing formats — and tell you when something goes wrong.

Zapier ZapsMake scenariosPaths & routersFormattingError handlingCleanup

Overview

No-code automation, done with an engineer’s discipline

Zapier and Make let teams connect thousands of applications without writing code. They are ideal for many business workflows — as long as the automation is designed for the messy data it will receive in practice.

We build Zaps and scenarios with filters that prevent bad data from spreading, formatting steps that normalize dates, names and phone numbers, and error handling so you are alerted to failures. We also untangle accounts where dozens of automations have been added over time and no one is sure what each one does.

Signs you need this service

  • A Zap or scenario turned itself off or keeps failing.
  • Data arrives in the wrong format or in the wrong fields.
  • Task or operation usage is higher than expected.
  • You have many overlapping automations and are afraid to change them.
  • You want a workflow built but do not have time to learn the platform.

Problems we solve

Make and Zapier issues we handle

Zaps or scenarios that stopped

Expired app connections, disabled automations, changed trigger fields or errors that paused a scenario.

Data not reaching the other app

Filters blocking records, wrong field mapping, empty values or search steps that return no result.

Duplicates

Multiple triggers for one event, missing “find or create” logic, or replays after an error.

High usage costs

Polling triggers running often with nothing to do, loops processing unnecessary items, or unfiltered data volume.

Automation sprawl

Many small automations doing parts of the same job with no naming or documentation.

Timing problems

Delays, schedules and time zones that cause steps to run too early, too late or out of order.

What we build

What we build

Multi-step Zaps

Zaps with filters, Paths, Formatter steps, lookups and Storage for workflows beyond simple triggers.

Make scenarios

Routers, iterators, aggregators and data stores for branching logic and batch processing.

Error handling

Make error handler routes and Zapier error notifications so problems are reported, not ignored.

Find-or-create logic

Search steps that update existing records instead of creating duplicates.

Document workflows

Contracts, proposals and invoices generated from templates and sent for signature or payment.

Account audits

An inventory of existing automations with recommendations to merge, fix or retire them.

Sample workflow

Sample workflow: signed proposal to project setup

This example shows how a Make scenario or a multi-step Zap can turn a signed proposal into a ready-to-work project, without anyone re-typing client details.

A router separates new clients from returning clients so the accounting system is updated rather than duplicated.

This is a hypothetical example built to explain the approach. It is not a description of a specific client project.

Demonstration — sample data, not a client project

Proposal signed → client, project, folder and invoice draft

  1. 1Proposal signedTrigger from the e-signature or proposal toolwaiting
  2. 2Data formattedNames, dates and currency normalizedwaiting
  3. 3Client found or createdAccounting app searched before creating a customerwaiting
  4. 4Project and folder createdProject in the PM tool, folder in cloud storagewaiting
  5. 5Invoice draft preparedDeposit invoice drafted for review, not sentwaiting
  6. 6Error route armedFailures are logged and emailed with the record detailswaiting
Press “Run the workflow” to watch the sample data move through each step.

How this workflow is specified

Trigger
Proposal or contract marked as completed in the signing tool.
Applications
E-signature or proposal software, accounting software, project management tool, cloud storage, email.
Data inputs
Client name and email, company, proposal value, deposit percentage, start date.
Processing logic
Format values, find or create the client, create project and folder, prepare a draft invoice.
Expected outputs
Client record, project, folder and a draft invoice ready for review.
Failure points
Client name variations, missing email, expired app connections, accounting API validation errors.
Error handling
Filters for required fields, Make error handlers or Zapier error alerts, and a log of failed runs.
Testing
Test proposals for new and returning clients, a missing-email case and a forced API error.

Platforms & tools

Platforms and common connections

We work with both platforms and will recommend the one that suits your workflow, budget and the person who will maintain it.

ZapierMake (formerly Integromat)Paths & FiltersRouters & IteratorsWebhooksGoogle WorkspaceMicrosoft 365QuickBooks / XeroHubSpot / PipedriveGoHighLevelStripeSlack

Implementation process

How a Make or Zapier project runs

  1. Discovery call

    We review the current process, the applications involved and the outcome you need, and ask for examples of real (or anonymized) records.

  2. Written scope

    You receive a short plan: trigger, steps, data fields, error handling, what is included and what is out of scope.

  3. Build

    We build in your account with clear naming, notes on each step and test records, keeping automations off until testing is complete.

  4. Test

    Normal, edge and failure cases are tested — missing fields, duplicates, bad formats and authentication problems.

  5. Go live

    The workflow is switched on with you, checked against live activity and monitored during the first days.

  6. Handover

    You receive notes on how it works, where logs live, how to pause it and what to check if something changes.

Practical considerations

Worth knowing

  • Both platforms bill by usage (tasks, operations or credits), so efficient design matters as volume grows.
  • Polling triggers check for new data on an interval that depends on your plan; instant triggers rely on the app supporting webhooks.
  • Some app connectors expose only part of the application’s API; custom API calls or webhooks can fill gaps.
  • Very complex or high-volume logic may be better served by n8n or custom code.

Troubleshooting

Fixing automations that stopped sending data

We start with the run history — Zap history in Zapier or the scenario history and incomplete executions in Make — and check:

  • Did the trigger fire? If not, the problem is the connection, trigger settings or the source app.
  • Did a filter stop it? A run that “stopped” may be working as configured with outdated conditions.
  • Which step errored? The error message and input data usually identify the cause.
  • Are connections valid? Reconnecting an expired account often restores the flow.
  • Did the data change? Renamed form fields or columns break mappings silently.

Automation troubleshooting

FAQ

Make and Zapier questions

Should we use Make or Zapier?

Zapier is usually easier for teams to maintain and has a very large app directory. Make handles complex branching and data transformation well and is often more economical at higher volume. We recommend based on your specific workflow.

Can you reduce our Zapier task or Make operation usage?

Often, yes — by filtering earlier, switching to instant triggers where available, removing unnecessary steps and batching work. We review usage before recommending changes.

Can you take over automations someone else built?

Yes. We audit what exists, document each automation, fix what is broken and consolidate where it reduces risk.

Will we be able to edit the automations ourselves?

Yes. Everything is built in your account with clear names and notes, and we walk you through the structure at handover.

What if our app has no Zapier or Make connector?

If the app has an API or can send webhooks, we can connect it with HTTP/webhook modules — or build a custom API integration.

Guides

Related troubleshooting guides and tutorials

Make.com Scenario Not Running? A Practical Troubleshooting Guide

Why Make scenarios stop running or get deactivated, and how to diagnose schedules, webhooks, credits, connections, filters, incomplete executions, and error handlers.

Read the guide

Zapier Not Sending Data Between Apps? Troubleshooting Guide

A practical guide to finding why a Zap stopped moving data: reading Zap history statuses, polling delays, expired connections, filters, held runs, and safe replays.

Read the guide

Want your Zaps and scenarios to just work?

Tell us what should happen, which apps are involved and what you are seeing in the run history.

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