TriggerLabHand-offs that never drop, without anyone chasing.
Operations work hides between tools and people. We connect the steps so a won deal becomes an onboarded client, a sent invoice and an informed team, in the right order, every time.
From deal won to client live.
One example. We map your real process first and automate what's repeatable.
- TriggerDeal marked wonIn your CRM
- MinutesOnboarding startsWelcome, forms and documents requested
- Same dayProject set upTasks, folders and access created
- On scheduleInvoice sentReminders until it's paid
- AlwaysTeam informedAlerts in Slack, email or a dashboard
The operational glue between your tools.
So nothing waits on someone remembering what comes next.
Client onboarding
Welcome emails, intake forms, document collection and kickoff booking, started the moment a deal closes.
Invoicing and payment reminders
Invoices created from the deal, sent on time and followed up until paid.
Approvals
Requests routed to the right person with everything they need to approve in one click.
Internal alerts
The right team hears about the right event, in the channel they actually check.
Data sync between tools
Customer, project and billing data kept consistent across every system.
Operations dashboards
Live views of workload, delays and cash, built from your real systems.
What people ask before we start.
Straight answers. If yours isn't here, ask it on the review call.
What counts as operations automation?
Anything that moves work from one person or tool to the next: onboarding, document collection, approvals, scheduling, invoicing, internal notifications and reporting.
Do you work with our accounting software?
Yes, through official connections to tools like QuickBooks, Xero and Stripe, so invoices and payments stay in sync with your CRM.
What if a step needs a human decision?
We build approval points. The system prepares everything, asks the right person and continues once they approve.
Can you document our processes as part of this?
Yes. Mapping the process is the first step, and you keep the map: who does what, which tool, and what triggers each step.
Find out what in your company can run itself.
A free 30-minute automation review. We map how work moves today and list the automations worth building first.