lizardbot builds business process automation that connects your tools, such as forms, CRM, email, WhatsApp and spreadsheets, so repetitive tasks run on their own. For example: a lead comes in, the data is checked, the record is saved to your CRM and your team gets an alert. We work with companies in the United States and the Dominican Republic, in English and Spanish.
What process automation is and who it is for
Automating a process means letting software handle the steps someone does by hand today: moving data between tools, sending the same email a hundred times, checking whether a payment arrived, or alerting the team when an order comes in. People still make the decisions. The system handles the mechanical part.
It is a fit if your team loses hours every week to tasks that are always done the same way, if your data is scattered across WhatsApp, email and spreadsheets, or if leads slip away because nobody answered in time. It works for a small shop and for a company running operations in both the US and the Dominican Republic.
What we automate
- Lead capture: a form comes in, the data is validated, the record is saved to your CRM and the right person is notified.
- Orders and customer service: automatic answers to common questions and a single record of orders that arrive on WhatsApp or Instagram. More on this in business systems.
- Collections: payment reminders that go out on their own based on due dates.
- Reporting: reports that build and send themselves.
- Data sync: sales, inventory and invoicing that talk to each other instead of someone retyping numbers.
- AI bots: assistants that understand messages and reply with context, like our LizardWhats tool, which answers customers on WhatsApp. See AI development.
How an automation project works
We follow the same five-stage process we use on every project. Each stage ends with something concrete you can review before we move on.
- Discovery: we map the process as it runs today, who does it and where time is lost. You get scope and a timeline.
- Design: we lay out the automated workflow step by step, with its rules and exceptions, before writing code.
- Development: we build in short cycles and show you a demo of each milestone.
- Security and QA: we test with real and unusual cases, and protect the credentials and data that move between tools.
- Launch: we switch the workflow on, monitor it and stay with you through support.
What you get
- A working workflow inside your tools, with alerts when something fails.
- Plain documentation of what each step does and how to pause or change it.
- All the source code and full ownership. The automation is yours.
- Training for your team and revisions included until it works the way you pictured it.
- Milestone payments: you pay in stages as we progress, not all upfront.
Automation technology without chasing trends
We use Node and Python for automation logic, and React or Next.js when a process needs a dashboard where you can see what is happening. We connect to your tools through their APIs and webhooks wherever they exist. We pick the simplest option that solves the problem: sometimes that is a small script, sometimes a fuller integration with its own admin panel.
How to choose what to automate first, and mistakes to avoid
Start with the task that repeats the most, is always done the same way, and costs money when it goes wrong. That is usually where the payoff is clearest.
- Automating a messy process: if the manual process is unclear, automation just makes the mess faster. Clean it up first.
- Ignoring edge cases: an order with no phone number or a partial payment can break a workflow. Decide up front what happens then.
- No failure alerts: an automation that fails silently is worse than none at all.
- Careless credential storage: connections between tools carry sensitive data. We treat them with the same care as our cybersecurity work.
Related projects and services
For Car Tool L&G, an auto body and paint shop in Santo Domingo Este, quote requests go straight to WhatsApp. Businesses such as a clothing store use LizardWhats to answer customers at any hour. Have a task your team repeats every day? Tell us about it and we will propose how to automate it.
Frequently asked questions
Which business tasks can be automated?
Almost any task that is always done the same way: logging form leads into a CRM, sending payment reminders, building reports, alerting the team about new orders, or syncing data between sales, inventory and invoicing. During discovery we review your operations and tell you what is worth automating first.
How much does process automation cost?
Every project is custom, so it depends on how many tools are connected and how many rules the workflow has. Tell us about your case and within 24 hours we send a no-commitment estimate, with milestone payments as the work progresses.
How long does an automation take?
It depends on scope. A simple workflow between two tools is done much sooner than a system with its own dashboard. You get a clear timeline from day one; as a general reference, a full app usually takes 6 to 12 weeks.
Can you automate WhatsApp replies?
Yes. We can set up automatic answers to common questions and log orders that arrive on WhatsApp. When you need more natural replies we use AI: our LizardWhats tool already answers customers of real businesses on WhatsApp, at any hour.
What happens if an automation breaks?
We build every workflow with error alerts so nobody finds out too late. Before launch we test it with real and unusual cases, and after launch we stay with you through support plans, monitoring and continuous improvements.
Do I own the automation code?
Yes. You get all the source code and full ownership, plus plain documentation of what each step does. You can keep working with us or with another team without being locked in.