Your reps update stages, assign leads, chase approvals and remind each other to call back. We build flows and Apex in Salesforce that do that work the moment a record changes, and alert the right person in email, Slack or Teams.
900+ integrations completed · Salesforce partner · We sign BAAs
How an automation runs
A lead comes in, a stage moves, a box is checked, or another system sends data
Fields update, the record is assigned, tasks are created and documents are generated
An email, a Slack or Teams message, or a notification in the Salesforce bell
Salesforce Flow handles the bulk of workflow automation. Record-triggered flows run when a record is created or changed. Screen flows walk a rep through a process step by step. Scheduled flows run on a set day and time, for the records that need a nudge.
Flows are easier for your admins to read and change, so we start there. When the logic is too heavy for a flow, when it has to handle large batches of records, or when it has to call another system, we write Apex triggers and classes, with test classes so they deploy cleanly.
Automation is only useful if it is right. We check old and new values before a flow changes a stage, make the right fields required at the right step, and send an alert when an integration or a flow fails, so problems surface before your reports are off.
What's included
Field updates, lead source and attribution, last activity dates and call counts, set the moment a record is created or changed.
Guided screens for multi-step processes, and flows that run on a schedule for follow-up and cleanup.
Apex triggers and batch classes where a flow is not enough, with test class coverage.
Approval processes and approved checkboxes that move the record forward once someone signs off.
Leads, accounts and tasks assigned to the right owner by location, region or team.
Call and text tasks created on their own, closed when the work is done, and Next Steps reminders in the Salesforce bell.
Alerts for new admits, missed calls, stage changes and failed payments, sent by email or to a Slack or Microsoft Teams channel.
Stages and statuses that move on their own from dates, checkboxes and data from other systems.
PDFs created from the record, sent for signature through DocuSign, or attached to an email for you.
Calls, forms, the EMR and billing systems that create or update records and set your flows in motion. 900+ integrations completed.
Failing flows and triggers found and fixed, and every automation written up so the next admin can follow it.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We look at your Salesforce org and the steps your team repeats, and give you honest advice on what to automate first. No obligation.
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
We look at your Salesforce org, the steps your team repeats, and the automations you already have.
What sets each automation off, what it changes, and who gets told, written down for you to approve.
Flows and Apex built and tested in a sandbox, away from live data.
Deployed to production, documented, and walked through with your admins.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Salesforce doing the routine steps for your team: updating fields and stages, assigning records, creating tasks, sending alerts and generating documents when something changes.
Flow first, because your admins can maintain it. Apex where the logic is too heavy for a flow, where large batches of records are involved, or where another system has to be called.
Yes. Alerts can go by email, to a Slack or Teams channel, or to the Salesforce notification bell, with the record details in the message.
Yes. We find why a flow or trigger is failing, fix it, and write up how it works.
Yes. Calls, form fills, chats, the EMR and billing systems can create or update Salesforce records, and your flows run from there.
Yes. We sign a BAA for healthcare work.
Yes. Journeys Through Search is a Salesforce partner.
