Auto Your Business · No-code automations between your tools

Let your tools do the busywork for you.

Auto Your Business connects events in your Xpertech tools to the rest of your stack. Pick what should happen, paste a webhook address from Zapier, Make or your own app, and it runs automatically every time.

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Who it’s for

Who uses Auto Your Business

Small business owners
Who copy the same details between apps every week.
Sales teams
Wanting won deals announced, logged or invoiced without manual steps.
Freelancers
Sending paid projects to a spreadsheet or bookkeeping app automatically.

Features

Everything it does, in plain terms

Ready-made triggers

New CRM contact, deal won, deal lost, new freelance project and project paid.

Works with your apps

Send to Zapier, Make, n8n, Google Sheets (through Zapier or Make) or any https webhook.

Test button

Send a sample event to check your automation before relying on it.

Run history

See each delivery, whether it worked and the reply code.

On or off anytime

Pause an automation without deleting it.

How it works

From sign-in to results in four steps

1
Create a webhook
In Zapier, Make or your app, create a webhook trigger and copy its address.
2
Pick a trigger
Choose which event in your Xpertech tools should send data.
3
Test it
Send a test event and check it arrived.
4
Let it run
Every matching event is sent automatically from then on.

Use cases

Where it earns its keep

Deal alerts

Post a message to your team chat when a deal is won.

Spreadsheet logging

Add every new contact or paid project as a row in a sheet.

Invoicing

Start an invoice in your accounting app when a project is marked paid.

Plans

Get access to Auto Your Business

Plans coming soon

Subscription plans for Auto Your Business are being finalized.

FAQ

Auto Your Business questions

Do I need Zapier or Make?

You need somewhere to receive the data: Zapier, Make, n8n or any app that accepts webhooks.

Which tools can trigger automations?

Growth CRM and Freelance OS today. More triggers can be added.

What data is sent?

Only the details of the contact, deal or project that triggered it.

Can Xpertech build custom automations for us?

Yes. Our Marketing and Commerce Labs can design and set up automations for your business.

Growth CRM

Pipeline, contacts and deal tracking

View Growth CRM

Freelance OS

Projects, earnings & portfolio for freelancers

View Freelance OS

Marketing Lab

Prefer we run it for you? Our Marketing Lab offers this as a managed service.

Explore Marketing services

Commerce Lab

Prefer we run it for you? Our Commerce Lab offers this as a managed service.

Explore Commerce services

Outreach Lab

Prefer we run it for you? Our Outreach Lab offers this as a managed service.

Explore Outreach services