Your tools should work together.
Not create more work.
You have the tools. You have the team. What's missing is the layer that connects them. We build the automations, AI workflows, and integrations that turn your disconnected stack into one system that actually works together.
Sound familiar?
We build automation systems. Not band-aids.
Thousands
of Automations Built
5.0
Rating on Zapier (15 Reviews)
$2M+
Annual Cost Recovery for Clients
Top 10%
Platinum Partner
What We Build
What We Build With Zapier
Zapier connects 8,000+ apps. That's the easy part. The hard part is knowing which connections matter for your business, building them so they don't break, and designing workflows your team can actually maintain. That's where most companies get stuck. And that's where we come in.
Workflow Design and Build
We design and build multi-step Zaps that automate real business processes: ticket routing, order notifications, customer data sync, follow-up sequences, internal alerts, reporting pipelines, and cross-platform handoffs. Every workflow is documented, tested, and built to scale with your operation.
Custom Integrations and API Work
When a native Zapier integration doesn't go deep enough, we build custom connections using webhooks, the Zapier API, and code steps (JavaScript and Python). We also build private integrations for tools that aren't in Zapier's app directory, connecting proprietary systems to your automation stack.
Automation Audits and Cleanup
Your Zapier account has 47 Zaps, 12 of them are off, 8 are erroring, and nobody knows what half of them do. Sound about right? We audit the whole thing: identify what's working, what's broken, what's redundant, and what's missing. You get a clean, documented automation architecture with a clear plan for what to build next.
Help Desk and CRM Integration
This is our core. We connect your help desk (Gorgias, Zendesk, Intercom, Freshdesk, Front) to your CRM (HubSpot, Pipedrive, Salesforce), your ecommerce platform (Shopify), your communication tools (Slack, Aircall), and your marketing stack (Klaviyo, Recharge). Tickets create CRM records. Orders trigger support workflows. Customer data flows where it needs to go, automatically.
AI Workflow Implementation
Zapier's AI products have expanded rapidly. We build workflows that use AI for sentiment analysis on support tickets, automated first-response drafting, ticket categorization and routing, customer feedback summarization, and data enrichment. We implement Zapier's AI Agents, Chatbots, and MCP connections for clients who want automation that thinks, not just moves data.
Tables, Forms, and Internal Tools
Zapier Tables and Forms (formerly Interfaces) let you build lightweight internal tools without code: intake forms that trigger workflows, databases that power automations, dashboards for tracking ticket volume or sales activity, and Kanban boards for managing projects. We design and build these tools so your team has visibility without needing another SaaS subscription.
Training, Documentation, and Ongoing Support
Every automation we build comes with documentation your team can follow. We run training sessions tailored to your specific setup. And most clients keep us on retainer for ongoing maintenance, new workflow builds, and quarterly reviews.
Who This Is For
Customer Service Teams
Your support operation runs on tools that don't natively connect. Tickets come in through Gorgias. Customer data lives in Shopify. Subscription info is in Recharge. Shipping updates come from ShipStation. Your team copies and pastes between tabs all day.
We build the automations that connect these systems so your agents have context without the tab-switching, and your managers have reporting without the spreadsheets.
What we build:
New Shopify orders auto-create customer profiles in your help desk. Subscription cancellations in Recharge trigger retention workflows. Negative CSAT responses alert managers in Slack. Weekly support metrics compile and deliver automatically. AI analyzes ticket sentiment and flags trends before they become problems.
Ecommerce and DTC Brands
Your tech stack is Shopify, a help desk, Klaviyo, a returns platform, a subscription platform, and probably six other tools. They all generate data. Almost none of it flows between systems without manual work.
We build the automation layer that connects your ecommerce stack into a single operating system. Orders, returns, subscriptions, customer support, marketing, and fulfillment all talking to each other.
What we build:
Order issues auto-create tagged support tickets with full context. Returns in Loop trigger customer outreach in Klaviyo. High-value customers get flagged for VIP treatment across every tool. Inventory alerts trigger support team preparation for known issues. Revenue and support data merge into unified dashboards.
Operations and Sales Teams
Your sales team logs calls in one place, deals in another, and follow-ups in a third. Your ops team tracks projects in spreadsheets and communicates updates through Slack messages that disappear into the void.
We build automations that keep your CRM updated without manual entry, route leads to the right rep, trigger follow-up sequences, sync data between tools, and surface the reporting your leadership team needs without anyone building it by hand.
What we build:
New leads auto-distribute via round-robin routing. Meeting bookings in Calendly create deal records in Pipedrive or HubSpot. Call logs from Aircall attach to CRM contacts automatically. Weekly pipeline reports compile and deliver to leadership. Project milestones trigger client communication sequences.
AI-Powered
Zapier's AI Products (and How We Implement Them)
Zapier isn't just an automation platform anymore. It's an AI orchestration layer that connects your tools to AI models and lets AI take action across your entire stack. These products are powerful, but they need to be configured with intention, not just toggled on.
AI Agents
Autonomous AI assistants that operate across your connected apps. Each agent has a single focused purpose, takes multi-step actions, and logs everything. We configure agents for customer service triage, data enrichment, internal task management, and proactive alerting. Agents can browse the web, pull live data from connected apps, and take action without human intervention.
AI Chatbots
Customer-facing chatbots trained on your knowledge base. They answer common questions, trigger workflows (opening tickets, adding leads, sending notifications), and embed on your website or internal dashboards. We build the knowledge sources, design the conversation flows, connect the right Zaps, and deploy.
Zapier MCP
Model Context Protocol is how Zapier connects to external AI tools like Claude, ChatGPT, Cursor, and Microsoft Copilot Studio. One MCP connection gives any AI tool access to 8,000+ apps and 30,000+ actions. We configure MCP connections, set up action bundles, manage permissions, and build the workflows that let your AI tools act on real data in real systems.
AI Workflows
Beyond standalone AI products, we build AI into standard Zaps using the AI by Zapier app and integrations with ChatGPT, Claude, and other models. Sentiment analysis on incoming tickets. Automated response drafting. Data categorization. Content summarization. Customer feedback analysis.
Canvas
Zapier's visual workflow planning tool. We use Canvas to map your entire automation architecture before we build anything. AI generates workflow blueprints from project descriptions. We use it to plan, present, and document the systems we build for clients. Changes sync automatically when we update Zaps.
Use Cases
Real Automations We Build
New support ticket triggers Slack notification with customer context from Shopify and CRM
Negative CSAT response auto-creates follow-up task for team lead
Ticket closed with specific tags triggers review request email via Klaviyo
Weekly support metrics auto-compile from help desk data and deliver to leadership
AI categorizes and routes incoming tickets based on content and sentiment
What Our Clients Say
"Wonderful to work with and highly skilled"
"The Ridgeline team is always a joy to work with and a great resource for us and our clients when it comes to Zapier integrations and HubSpot support. The Ridgeline team has taken several ideas from concept to completion that have transformed day-to-day tasks into intuitive automations, like populating contacts, opening deals or tickets, and more."
"Thanks to thoughtfully built Zapier integrations"
"The connections that Ridgeline has built for us using Zapier have automated repetitive tasks and have cut our expenses by at least 15-20%. We could not be more impressed with or pleased by their work."
"5 stars"
"I had a wonderful experience working with Ridgeline Agency. Their communication was excellent, and they were always available to address any questions or requests promptly. The team's professionalism and efficiency were impressive, delivering high-quality results. Highly recommended."
How We Work
Discovery
We start by understanding your business, your tools, and your pain points. What's manual that should be automated? What's connected that's broken? What tools need to talk to each other? We map your current state and identify the highest-impact opportunities.
Architecture
We design your automation system in Zapier Canvas: workflow maps, integration architecture, data flow diagrams, and a build plan. You see the whole system before we write a single Zap. This step is what separates a pile of Zaps from a real automation strategy.
Build and Test
We build the workflows, integrations, Tables, Forms, and AI configurations. Every automation is tested end-to-end with real data. Error handling is built in. Nothing ships until it works.
Train and Launch
Hands-on training for your team on the automations we built. Not a generic Zapier tutorial. Your workflows, your tools, your processes. Documentation your team can actually reference. We monitor for the first few weeks to catch anything that needs adjustment.
Ongoing Support
Most clients keep us on retainer. New automations, troubleshooting, Zapier product updates (they ship constantly), quarterly performance reviews, and ongoing optimization. Your automation partner, one Slack message away.
The Stack We Connect
We specialize in connecting the tools that matter most for customer service, ecommerce, and operations teams.
Help Desks
CRMs
Ecommerce
Voice and Communication
AI
Data and Ops
And 8,000+ more through Zapier's integration library.
Pricing and Packages
Flexible options to match where you are with Zapier.
Automation Audit
$980
- 20 hours of expert analysis
- Full review of existing Zaps, Tables, and integrations
- Error and efficiency audit with prioritized fixes
- Architecture recommendations and roadmap
Best for: Teams with existing Zaps that need optimization and error reduction.
Get StartedMonthly Retainer
Your automation team on speed dial.
Starts at $590/month
- Dedicated Zapier experts on retainer
- Ongoing automation builds and optimization
- Error monitoring and proactive maintenance
- New workflow builds as your needs evolve
- Direct Slack access to our team
- Monthly performance reporting
Best for: Teams that want ongoing expert support to keep automations running at peak performance.
Get StartedFull Automation Build
Custom Quote
- End-to-end automation architecture in Zapier Canvas
- Multi-app integration design and build
- Zapier Tables, Interfaces, and AI configuration
- Error handling and fallback logic built in
- Comprehensive team training and documentation
- Post-launch monitoring and adjustment period
Best for: Brands building automation systems from scratch or replacing manual processes.
Get StartedNot sure which is right? Our team will work with you to understand your specific needs and recommend the right package.
Schedule a Free ConsultationFrequently Asked Questions
Ready to stop duct-taping your tools together?
Whether you need a full automation architecture, a cleanup of what you already have, or help implementing Zapier's newest AI tools, let's figure out what your business needs connected.