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D2C / Apparel

E-commerce order flow: Shopify → Klaviyo → ShipStation → Sheets

Template engagement: a 4-app order pipeline that fires welcome flows, handles shipping label creation, and back-fills a finance Sheet without a single manual click.

Representative engagement template — replace with a publishable client narrative when ready.

A Zapier multi-step Zap fans out from Shopify order-paid: one path triggers Klaviyo, another creates the ShipStation label, a third appends to the daily Sheet. A nightly Make.com scenario rolls the daily Sheet into a monthly summary tab and emails it to the bookkeeper.

Before and after performance comparison

Outcomes

  • Klaviyo welcome flow fires within 30s of order
  • ShipStation labels created with carrier rules
  • Daily finance Sheet auto-rolls to monthly tab

More case studies

B2B SaaS

Sales-lead automation: HubSpot → Slack → Sheets → Email

A sample engagement template covering an end-to-end lead-routing flow: HubSpot deal → owner-aware Slack alert → revenue Sheet → personalized welcome email.

 E-commerce

Support triage: Gmail → Trello → Slack with priority filters

Sample engagement showing how a 6-step Make.com scenario triages incoming support email by sentiment and priority before creating Trello cards and Slack threads.

 Tech / Series B

HR onboarding: Typeform → Slack channel + Drive folder + Notion page

Sample engagement: a single Typeform submission spins up a private Slack channel, a Drive folder with templated docs, and a Notion onboarding page — all linked together.

 SaaS / Fintech

Finance reconciliation: Stripe → QuickBooks → Sheets monthly summary

Template engagement for syncing Stripe charges into QuickBooks line items and rolling up a monthly summary Sheet for the bookkeeper.