Proven process
Every Tepia build runs through six phases, Discovery, Design, Development and Testing, Training, Launch and Support, with a milestone at each stage.
Read: CRM integration and automationZapier vs custom integration: when automation tools stop fitting from Tepia, a US led software company that designs and builds for teams across the US.
Zapier is the right choice for low volume, low risk automations between standard SaaS apps, and Tepia recommends it whenever it fits.
Every Tepia build runs through six phases, Discovery, Design, Development and Testing, Training, Launch and Support, with a milestone at each stage.
Read: CRM integration and automationTepia has spent thirteen years building software for healthcare, field service, home improvement, retail, logistics and IoT teams across the US.
Read: API development and integrationTepia integration projects typically run 3 to 6 months end to end, including a 1 to 3 month Discovery that inventories every existing Zap.
Read: Build a custom CRM or bend SalesforceNode.js, .NET or Python services with PostgreSQL state, durable queues, REST and GraphQL connectors, and alerting to Slack or email on failure.
Read: Low code vs custom developmentIndustry figures Tepia plans around when scoping comparison work.
Gartner projected that 70% of new applications would use low code or no code tools by 2025, which is where most automation starts.
McKinsey estimates about 45% of paid work activities could be automated with technology that already exists today.
Only about 30% of enterprise applications are actually integrated with each other, according to MuleSoft's Connectivity Benchmark report.
Zapier, Make and similar tools connect thousands of SaaS products with no code. A marketing lead fills out a HubSpot form, a row lands in Google Sheets, a Slack message fires, and nobody wrote a line of code. For a small team with a handful of flows, that is exactly the right tool.
Tepia uses Zapier and Make inside client projects and recommends them for three situations. First, flows that run a few times a day and can fail quietly without anyone losing money. Second, connecting two standard SaaS apps that both have mature Zapier connectors. Third, prototyping an automation to confirm it is worth building properly.
The honest summary: if your automations are simple, low volume and between well supported apps, stay on Zapier. Tepia will tell you that in the first call rather than sell you middleware you do not need.
Three pressures push companies off automation tools. Zapier bills per task, and a single multistep Zap can consume several tasks per run.
The second pressure is error handling. Zapier retries a failed step a limited number of times and then stops. If a Salesforce API limit is hit at 2 a.m., the orders queued behind it may never sync, and you find out when a customer calls. Custom middleware built by Tepia uses durable queues, dead letter handling and alerting so a failure is retried, logged and surfaced instead of dropped.
The third pressure is data shape. Automation tools are built for one record in, one record out. When you need to join data from three systems, deduplicate customer records, apply business rules that depend on history, or transform nested JSON into a flat ERP import, the Zap grows into a fragile chain of filters and formatter steps. At that point Tepia sees teams spending more engineering hours maintaining Zaps than a small codebase would require.
The table below reflects how Tepia evaluates the decision with clients.
Custom middleware is not a rewrite of your systems. It is a small service, usually in Node.js, .NET or Python, that sits between your CRM, ERP, ecommerce platform and field tools. Tepia builds it with a message queue, a PostgreSQL store for state and history, and connectors to the APIs you already use: Salesforce, HubSpot, QuickBooks, Shopify, Stripe, ServiceTitan, Twilio and others.
Tepia also designs the hybrid pattern. The core flows that move money or customer data run in the custom layer. Long tail flows, like posting a celebratory Slack message when a deal closes, can stay in Zapier indefinitely. You get reliability where it matters and keep the speed of no code where it does not.
Tepia runs every integration project through its six phase process, adjusted for the fact that integration work is mostly about other people’s systems.
In Discovery, Tepia inventories every Zap, Make scenario and manual export your team relies on, reviews each third party API for rate limits and webhook support, and interviews the operators who live with the failures. You receive an Investigation Summary, an Interview Summary and User Stories that describe each flow in plain language. This phase typically takes 1 to 3 months, shorter if you arrive with documented flows.
Design for integration work means data mapping documents, sequence diagrams for each flow, and wireframes for the monitoring dashboard. Development and Testing runs in Alpha and Beta schedules, and Tepia runs the new layer in parallel with the existing Zaps so you can compare results before cutting over. Training covers how your team reads the dashboard and replays a failed sync. Launch includes migrating state, disabling the old Zaps in a planned order, and support staff on call during the first week.
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