TaskFlow Automation Agency
Complete Automation Infrastructure Built by Nexistry Digital Solutions
Business name changed for client privacy and protection
PortfolioAbout the Client
TaskFlow Automation Agency is a placeholder name used to protect the identity of our actual client. This innovative automation agency specializes in helping local service businesses, particularly handyman companies, locksmith services, and home repair contractors, automate their operations to save time and increase revenue. They came to Nexistry Digital Solutions needing powerful automation infrastructure to deliver results for their growing client roster.
We successfully built their complete automation technology stack using n8n as the core engine, integrated with Make (formerly Integromat) and Zapier for maximum flexibility. We developed dozens of custom automation workflows for their handyman and locksmith clients, established monitoring systems, and they hired us as a permanent member of their team. To this day, we continue serving as their dedicated automation development partner, handling all new client implementations, ongoing optimization, and technical support as their business scales.
Challenges
As an automation agency scaling to serve multiple service business clients, they faced significant technical infrastructure challenges:
Started with vision but no technical platform to build automations
Team could sell automation but couldn't build complex workflows
Each handyman and locksmith client needed unique custom solutions
Needed to connect diverse systems like booking software, payment processors, and communication tools
Manual workflow building wouldn't scale as client base grew
No systems in place to monitor and maintain automations across clients
The agency needed a complete automation partner who could build the technical infrastructure and deliver custom solutions for each of their service business clients.
Our Solution
Nexistry Digital Solutions designed, built, and deployed a comprehensive automation infrastructure that powers the agency's entire service delivery. Here's what we implemented:
n8n Automation Platform Setup
We deployed and configured n8n as the core automation engine with enterprise level reliability:
- Self hosted n8n instance on secure cloud infrastructure
- Custom workflow templates for common service business needs
- Database backend for workflow execution history
- Error handling and retry logic built into every workflow
- Webhook endpoints for real time trigger integration
- Scheduled automation for recurring tasks
- Multi environment setup for testing and production
- Team collaboration features for workflow management
A robust automation platform capable of handling complex workflows for dozens of clients simultaneously.
Handyman Business Automation Workflows
We built custom automation systems specifically for handyman service clients:
- Lead capture automation from website forms and phone calls
- Instant SMS and email responses to new service requests
- Automatic job assignment based on technician availability and location
- Appointment scheduling with calendar integration
- Automated appointment reminders via SMS 24 hours before job
- Job completion follow up and review request automation
- Invoice generation and payment reminder workflows
- Customer satisfaction surveys with automated routing
Complete end to end automation from first contact to payment collection and reviews.
Locksmith Service Automation Workflows
We developed specialized automations for locksmith business operations:
- Emergency call routing with priority escalation
- Location based technician dispatch automation
- Real time ETA updates sent to customers via SMS
- Service completion photo and documentation uploads
- Automatic invoice creation with itemized pricing
- Payment processing integration with instant receipts
- After hours emergency protocol automation
- Monthly recurring service reminder workflows
Time sensitive automation handling emergency lockout situations with speed and precision.
Make Integration for Advanced Workflows
We leveraged Make for complex multi system integrations requiring visual workflow building:
- Google Calendar synchronization with booking systems
- Multi step data transformation workflows
- Conditional logic for business rule automation
- Integration with specialty software not supported by n8n
- Image and file processing automations
- Advanced filtering and routing logic
- Error notification systems for failed workflows
- Monthly reporting automation pulling data from multiple sources
Make provides the visual flexibility needed for complex business logic requirements.
Zapier Integration for App Connectivity
We utilized Zapier for quick connections to popular SaaS platforms:
- QuickBooks integration for automated accounting sync
- Slack notifications for important business events
- MailChimp email list automation
- Facebook Lead Ads integration for instant lead capture
- Google Sheets data logging for reporting
- Stripe payment webhook processing
- Twilio SMS integration for customer communications
- ServiceTitan and Jobber software integrations
Zapier bridges the gap between automation platforms and popular business applications.
Custom API Development and Webhooks
We built custom integrations for systems without native automation support:
- Custom API endpoints for legacy booking software
- Webhook receivers for third party service notifications
- Database connectors for direct data access
- Screen scraping automations for systems without APIs
- Custom authentication and security protocols
- Rate limiting and error handling for API calls
- Data transformation middleware for format compatibility
- Real time event streaming for instant automation triggers
Custom development ensures any system can be automated regardless of technical limitations.
Monitoring and Maintenance Systems
We implemented comprehensive monitoring to ensure automation reliability:
- Real time workflow execution monitoring dashboards
- Automated error alerts via Slack and email
- Daily health check reports for all active automations
- Performance metrics tracking for optimization
- Automatic retry mechanisms for temporary failures
- Version control for workflow changes
- Backup and disaster recovery procedures
- Monthly performance review and optimization sessions
Proactive monitoring prevents issues and ensures automations run smoothly 24/7.
Hired as Permanent Team Member
The automation agency hired Nexistry Digital Solutions as a permanent part of their core team. We function as their in house automation department, providing ongoing development and support:
- New client workflow development and customization
- Monthly workflow optimization and performance tuning
- Integration with new software and platforms as needed
- Daily technical support and troubleshooting for workflow issues
- Training sessions for agency team on workflow management
- Strategic consulting on automation opportunities
- Platform upgrades and security patches
- Scalability planning as client base grows
- Emergency support for critical automation failures
- Monthly reporting on automation performance across all clients
We are not just a vendor - we are an integrated member of their team, invested in their success and growth. This ongoing partnership allows them to focus on sales and client relationships while we handle all technical automation delivery.
Results
After implementing the automation infrastructure, the agency achieved remarkable business transformation:
Active Team Partnership
Hired as permanent team member, supporting agency operations daily
Unlimited Client Capacity
Infrastructure scales to serve dozens of service businesses simultaneously
Faster Client Onboarding
New handyman and locksmith clients automated in days instead of weeks
Higher Client Retention
Reliable automations delivering consistent results keep clients satisfied
Increased Revenue Per Client
Ability to deliver more sophisticated workflows at premium pricing
Reduced Support Burden
Monitoring systems catch issues before clients notice problems
Competitive Differentiation
Technical capabilities exceed typical automation agencies
Scalable Growth Model
Agency growing revenue without hiring in house technical staff
The automation agency transformed from struggling with technical delivery to confidently serving multiple service business clients with enterprise grade automation infrastructure.
Project Overview
This portfolio showcase demonstrates how Nexistry Digital Solutions built complete automation infrastructure for an agency serving handyman and locksmith businesses. Using n8n as the core engine, complemented by Make and Zapier integrations, we developed custom workflows that automate everything from lead capture to payment collection. The agency hired us as a permanent member of their team, and we continue providing daily technical support, new client implementations, and ongoing optimization as their dedicated automation department.
This is proof that Nexistry can automate ANY system, ANY process, for ANY business. We deliver automation solutions that transform operations and become an integrated part of your team for long term success.
Ready to Automate Your Business Systems?
Whether you need simple workflow automation or complex multi system integration, Nexistry Digital Solutions has the expertise to automate any process in your business. From n8n to Make to Zapier to custom development, we deliver solutions that work.
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