Automation & Workflow Setup
Automation & Workflow Setup
Overview
Automation and workflow setup
Dreamlink Solutions connects tools, APIs and email flows — less manual work, more efficiency for SMEs in Switzerland.
From Zapier integrations to CRM automation with clear fixed-price packages.
Scope
Deliverables
Process
01
Mapping
Document current manual processes and pain points.
02
Design
Define automation flows, triggers, and error handling.
03
Build
Implement, test, and validate each workflow.
04
Train
Document and train your team to manage automations.
Plans & Pricing
Fixed packages for workflow automation projects.
- One automation (Zapier, Make, or API)
- Process mapping session
- Testing and documentation
- Team handover
- 3–5 connected automations
- CRM, email, and form integrations
- Error handling and monitoring
- Training session included
- Ongoing workflow management
- New automations as needed
- Custom scripting for complex logic
- Monthly optimization review
- 10+ connected workflows
- ERP/CRM and internal system integration
- Custom API middleware
- Team training and documentation
- Optional managed operations (monthly)
Optional Add-ons
- Additional workflow: from CHF 490
- Zapier/Make platform fees billed at cost
- Managed automation retainerMonthly
BUJ
Frequently asked questions
Zapier, Make, CRM, ERP, email and custom APIs — after analysing your processes.
Explore more
Related services
Complementary modules and services that pair well with this solution.
- API & System IntegrationsIntegration between your tools, services, and data sources.
- Analytics & Tracking SetupWe configure Google Analytics 4, Google Tag Manager, conversion tracking, and custom dashboards…
- Email Setup & ConfigurationMicrosoft 365 or Google Workspace tenant and mailbox configuration.
