Zapier connects your apps. We make it run your business.

Both — whichever gets you further, faster. We build the workflows that matter most, the ones touching your CRM, your billing data and your customer communications, and we set up the conventions, documentation and service-account connections that let your team confidently build the rest. Most clients end up doing both: we handle the complex integrations, they handle day-to-day additions, and everything stays consistent because the foundation is shared.

Beautifully, once each is doing what it is best at. Salesforce Flow handles logic that belongs inside Salesforce on every record — it runs in the transaction, respects your sharing and validation rules, and consumes no Zapier tasks. Zapier handles everything that crosses into another application, which is where its thousands of prebuilt connectors are unbeatable. As a Zapier Partner and Salesforce Partner, Twopir Consulting builds both sides, so the division of labour is designed deliberately rather than left to whoever built the workflow first.

By making sure every task you spend is doing real work. Zapier bills by task, so the design decides the bill — and filtering early, batching where it helps, and placing genuinely high-volume data movement on the right platform usually matters far more than the plan tier. We baseline your task consumption during the audit and design against your real numbers, so growth in your business does not turn into a surprise on your invoice. Most estates we tune get more automation out of the same plan.

Yes, and this is where a Zapier Partner who also builds on Salesforce really pays off. We write code steps in JavaScript or Python for logic no built-in step expresses, wire up webhooks for systems with no prebuilt connector, and create private Zapier integrations that make your own product or internal API a first-class app in the builder. We also build the Salesforce side those workflows call into — Flow, Apex and API endpoints — so both halves are designed together by one team.

With an inventory, and it is usually the most valuable week of the engagement. We document every Zap — what it does, who owns it, what it consumes and which business process it serves — and hand you a clear map of your automation for the first time. From there we decide together what to keep, improve, consolidate or retire. Nothing is switched off until we know what depends on it, so you gain clarity without ever losing a workflow that was quietly doing something important.

With configuration discipline on every engagement. We connect apps through service accounts with least-privilege scopes rather than an individual's login, pass only the fields a workflow genuinely needs, keep credentials out of code steps, and maintain a documented record of which data moves between which systems. We review that design against your security and compliance requirements alongside Zapier's own current documentation, and where a workflow carries data better kept in-house, we build it a different way. Your security team gets a design they can sign off on.