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Business Systems & Automation

Business Systems & Automation for BC Companies

Connect your CRM, accounting, project management, and operations tools so data flows automatically. Eliminate manual entry, reduce errors, and get real hours back every week.

What makes our Business Systems & Automation work

Real hours back every week

Most automation projects pay for themselves within 3 months. We quantify the time savings upfront so you can make an informed investment decision before we start.

Every tool in sync

CRM, accounting, project management, e-commerce, marketing platform — one source of truth, updated in real time. No more reconciling spreadsheets at month end.

Zero duplicate data entry

Data enters your business once and flows everywhere it needs to go. Eliminate copy-paste errors, missed updates, and the human cost of keeping systems aligned manually.

Documented and maintainable

Every workflow is documented clearly and built to be maintained. You're not locked into a black box only we understand — you can hand this to any competent developer.

Want a scope and quote for your project?

Tell us what you're building — we'll respond within one business day.

How it works

Process audit

We map your current workflows, identify manual handoffs and bottlenecks, and calculate the exact time cost. You see clearly where automation creates the highest return.

Architecture design

We design the integration layer: which tools connect, how data flows, what triggers which actions, and where human approval is still needed.

Build & test

Automations built and tested in staging against real scenarios and edge cases. We run failure testing before anything touches production data.

Go-live & monitor

Deploy with error monitoring and alerting. We track error rates and refine workflows based on real usage, with a monitoring retainer option for ongoing peace of mind.

What's included

Current workflow audit and mapping
Integration architecture design
API and webhook integrations
Zapier workflow builds
Make (formerly Integromat) builds
Custom middleware development
CRM data sync and enrichment
Automated reporting and alerts
Error monitoring and logging
Invoice and quote automation
Staff training and documentation
Ongoing monitoring retainer

Why Digital Vancouver

One accountable team

Strategy, design, and engineering under one roof. You work directly with the people building your project — no account managers, no handoffs, no finger-pointing.

BC-based and invested in your success

We're local. Available in person across Metro Vancouver and the Fraser Valley. Invested in your long-term success, not just the next invoice.

Lean rates that make sense

No big-agency overhead. We run a lean, efficient team — which means pricing that's realistic for BC businesses at every stage, with full transparency before work begins.

Frequently asked questions

Which tools can you integrate?

Any tool with an API — Salesforce, HubSpot, QuickBooks, Xero, Shopify, Stripe, Slack, Asana, Jira, Mailchimp, and hundreds more. If it has an API, we can connect it.

Do you use Zapier or Make?

Yes — for suitable workflows. For more complex scenarios involving custom logic, error handling, or high volume, we build custom middleware that's more reliable and maintainable.

How long does an automation project take?

Simple two-system integrations typically take 1–2 weeks. Complex multi-system builds with custom logic usually run 4–8 weeks. We'll give you a specific timeline in the proposal.

Do you guarantee the automations will keep working?

We offer ongoing monitoring retainers specifically because APIs change and tools update. We monitor for failures, respond to errors, and maintain integrations so they keep working long-term.

Can you automate our invoicing, quoting, or client onboarding?

Yes — these are among the most common and highest-ROI projects we take on. We've built automated invoicing, quote-to-contract, and onboarding workflows for businesses across BC.

Business Systems & Automation

Ready to start your business systems & automation project?

Tell us what you're building and we'll get back to you within one business day with scope, timeline, and transparent pricing.