Custom Sign Studio · Castle Rock, CO

One Zapier automation now links intake forms, Trello and QuickBooks, saving about 5 hours a week.

The Problem

Client intake data was scattered across emails, Google Forms, Trello, and QuickBooks. Each new customer required manually matching two separate forms (an intake form and a site survey) to the right Trello card, then re-keying that information into QuickBooks. The process took roughly 5 hours per week and introduced risk of errors and missed updates.

The Solution

Built a Zapier automation that matches responses from both the intake form and site survey to a single Trello card per customer, creating one consolidated view of each project. The same automation checks QuickBooks for existing customers, creates new ones when needed, and generates a draft estimate from the intake data.