How you can work with us
Choose the path that fits your needs
Triform Platform
Build and deploy your own automations with our intuitive platform.
- No coding required
- Instant deployment
- Pay as you grow
Triform Services
Let our experts build, deploy, and maintain your automations for you.
- Custom integrations
- SLA guarantees
- Dedicated support
Why Saas needs automation
of SaaS companies cite operational inefficiency as a top growth blocker
What we can build for you
Sample automations we can build for you and your organization
Customer Onboarding Automation
Streamline customer onboarding from signup to first value. Automated account setup, welcome sequences, and milestone tracking.
HubSpot 
Gmail 
Slack Subscription Billing Sync
Automatically sync subscriptions from Stripe or Recurly to your accounting system. Generate MRR/ARR reports and keep customer status sheets updated.
Stripe 
Xero 
Google Sheets Slack Customer Feedback & Feature Request Digest
Gather feedback from support tickets, NPS, reviews, and calls. Cluster into themes, surface top requests, and publish a weekly digest for product teams.
Zendesk 
Notion How it works
From discovery to deployment
Free - Discovery & scoping
We meet with your product and ops teams to understand your SaaS workflows, onboarding sequences, billing logic, customer health monitoring, and support processes. We identify automation opportunities that free up engineering resources.
Why Partner with Triform?
Speed to Value
Launch in weeks, not months. Our platform accelerates development.
Enterprise Grade
Security, scalability, and reliability built in from day one.
Future Proof
Adapt easily as your business grows and technology evolves.
FAQ
Can Triform integrate with our SaaS stack (Stripe, Intercom, Segment)?
Yes. We build deep integrations with your entire tech stack via APIs. Common integrations include Stripe (billing), Intercom/Zendesk (support), Segment/Amplitude (analytics), Salesforce (CRM), and your product API for triggering in-app actions.
Will this replace our engineering team's work?
No, it offloads repetitive workflow-building so your engineers can focus on core product features. Your team still owns the product roadmap; automations handle operational logic that doesn't need to be in your codebase.
How do you handle our customer data and privacy?
We're SOC 2 compliant, encrypt all data in transit and at rest, and can sign DPAs for GDPR compliance. Automations run in isolated environments with role-based access controls matching your security requirements.
Can our product/CS team modify automations without engineering?
Yes. That's the point. Triform provides a no-code interface for your ops team to update onboarding sequences, adjust scoring logic, or modify routing rules without requiring dev cycles or deployments.
What happens if an automation breaks?
We include monitoring, alerting, and automatic rollback. If an automation fails (e.g., API change), we're notified immediately, can pause the workflow, and fix it before it impacts customers. You also have a test environment to validate changes.
How long until we see ROI?
Most SaaS companies see immediate value once deployed. Typical ROI: support teams save 15-20 hours/week, CS prevents 2-3 churns per month, or product ships one extra feature per quarter because engineering isn't building workflows. You usually break even within 1-2 months.
Tell us what you want to automate
Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.