Automation Setup

Let's Set Up Your Automation

Thank you for choosing our automation service. Please provide the information below so we can understand your business, identify the tools you currently use, and configure your automation correctly.

Purchased automation: Invoice & Payment Reminders

Customer Information

So we know who we're configuring this for.

Full Name *

Email Address *

Contact Number

Business Name

Website URL

Business Industry

Business Location and Time Zone

Purchased Automation

Tell us which automation you bought and your order details.

Which automation did you purchase?

Order Number

Purchase Date

Business Requirements

Help us understand what you want this automation to solve.

What does your business do?

What problem do you want this automation to solve?

Describe your current process

What would you like the automation to accomplish?

Are there any special requirements?

Existing Software and Integrations

What tools or software are you currently using?

GoHighLevelHubSpotSalesforceBitrix24Google SheetsGoogle WorkspaceMicrosoft 365GmailOutlookSlackZapierMaken8nShopifyWordPressCalendly

Other (specify)

Do these tools already communicate with one another?

Do you have access to the accounts and integrations needed?

Do not submit passwords or API secrets through this form. We use secure delegated access methods when connecting your platforms.

Implementation Timeline

When do you need this automation implemented?

As soon as possibleWithin 3–5 business daysWithin 1–2 weeksWithin 30 daysNo fixed deadline — planning ahead

This is urgent

Is there a specific launch date?

Additional Information

Anything else that helps us deliver a successful implementation.

What does a successful implementation look like to you?

Is there anything else we should know?

Attach a link (optional) — screenshots, workflow diagrams, or process docs

For security, please don't upload files containing passwords or sensitive credentials. Share a link instead.

I confirm that the information submitted will be used for automation implementation. *

We never ask for passwords through this form. Secure delegated access is used where needed.