Author: Benjamin Baez
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Overview An aircraft detailing company serving airports across Southwest Florida had no existing website. I built a new marketing and… Read more
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Overview A behavioral health provider needed employee account changes in Netsmart myAvatar/myUnity to stay in sync with OneLogin, without staff… Read more
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Membership state sync automation keeping community and email lists in lockstep. Read more
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AI-assisted financial review pipeline for loan origination workflows, with Make.com automating tool-to-tool handoffs. Read more
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Gathers lead applications and bank statements, packages them, and submits to Quantum for faster underwriting. Read more
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Every new Calendly booking flows into the CRM automatically — Zapier checks for existing contacts and updates or creates records… Read more
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Zapier finds invoices 14 days past due, emails a reminder automatically, and updates or closes paid ones to keep receivables… Read more
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A daily Zap deletes records older than 90 days from Zapier Tables, keeping dashboards and reports fast and clutter-free. Read more
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Daily automation flags customers who haven’t ordered in 90 days and sends a personalized re-engagement email via Outlook automatically. Read more
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Automates intake and tracking of the 12 ACS clinical form used to assess psychological manipulation in co-parenting cases. Read more
BAEZ TECH SOLUTIONS 