New-client onboarding that does not miss a folder
A consulting team was setting up Slack, ClickUp, and Drive by hand. Intake now creates the channel, workspace, and deliverables tree every time.
Repeatable onboarding, fewer missed stepsAutomation studio
I connect the tools you already use — CRM, forms, billing, Slack, Airtable — then test until the flow is clean. You talk to the person who builds it, not an account manager.
Services
Same shape as the agencies — strategy, delivery, care — sized for a specialist who still opens the scenario.
Paths, filters, formatters, webhooks, and Tables. Fast when the stack already lives in Zapier.
Zapier work →Routers, aggregators, iterators, error handlers. Better when the flow is branching or high-volume.
Make work →Empty bundles, duplicate contacts, silent filters, Copilot leftovers. Diagnose, patch, document.
Fix a flow →Classify, draft, enrich, generate PDFs or audio — with a person still approving anything sensitive.
AI automations →HubSpot, GoHighLevel, Airtable, Stripe, Xero, QuickBooks — one source of truth, not three.
CRM systems →Monitoring, small changes, and a short official route when something breaks. No build-and-leave.
Ongoing support →Selected work
A consulting team was setting up Slack, ClickUp, and Drive by hand. Intake now creates the channel, workspace, and deliverables tree every time.
Repeatable onboarding, fewer missed stepsRebuilt a failing scenario so Shopify customers sync into GoHighLevel with the fields the sales team needs — not empty bundles.
Contact sync restoredEvent registrations were stalling in Zapier. Mapping and auth were repaired so every RSVP becomes a usable CRM record.
RSVP pipeline unblockedStripe price IDs, Airtable, and Xero were drifting. One Make path keeps catalog and invoices aligned after CRM changes.
Billing records that match the catalogFrom Upwork
★★★★★ 5.0
Mohamed is a WIZARD! He made all my ideas come to life with automating SMS texts to our clients through Zapier. He solved all problems and made everything amazing. Worked extremely fast and efficiently
Upwork client · Field services · booking SMS and job folders · See profile
Blog
History is green. The next module still gets []. Search, filter, or iterator — not a dead webhook.
First test looks perfect. Live traffic duplicates contacts or skips the Path.
Stay on Zapier for simple order → CRM. Move to Make when you iterate line items or the task bill hurts.
How it works
You send tools, a sample record, and what “done” looks like. I reply with a plan and a timeline — not a 40-page deck.
Trigger, routers, fields, error paths. We agree the happy path and the failure path before anything is built.
I build and test on your real data until it runs clean. Duplicates, empty outputs, and silent filters get handled here.
Clear notes, ownership of connections, and optional care after go-live. Your team can run it without me in the room.
Why a specialist
GrowwStacks, Blue Precision, and Makeitfuture are strong models: proof, process, and a call at the end. I keep that shape — and drop the layer between you and the builder.
You get Zapier and Make in one person, including rescue work on Copilot-generated Zaps and scenarios that “look fine” and still drop records. If the honest answer is “don’t automate this,” you hear it.
Operators, agencies, and product teams who already have tools and need them to talk — or need a broken flow diagnosed this week.
Enterprise RFPs that need a 40-person bench, or “build us a custom SaaS from zero.” I stay in automation, integration, and AI-in-the-workflow.
FAQ
Both. If the stack is already in Zapier, we stay there unless cost or branching says otherwise. If you need routers, iterators, and cheaper volume, Make is usually the better home. I also migrate Zapier → Make when the bill is the problem.
A focused Zap or scenario is often days, not months. Messy CRM history, custom APIs, or several systems in one flow take longer. You get a timeline after I see the tools and a sample record.
Yes. A large part of the work is rescue: Copilot Zaps, silent filters, empty Make bundles, duplicates, and mappings that looked right in the editor. I patch, then write down what was wrong so it does not return.
Fixed scope for a defined flow, or hours if the system is still being discovered. After go-live, optional monthly care for monitoring and small changes. I quote after the first call — no surprise retainers.
Egypt, working in English with clients in the US, UK, and EU. Async by default; calls when the mapping needs a whiteboard.
Start
I’ll reply with a plan and a timeline.