3R Plumbing & Mechanical is a veteran-owned home plumbing and HVAC company in Norwell, Massachusetts, with 15 employees. The owner, who calls himself 'not a computer person', describes what he needs to Claude, which is connected to Zapier, and Claude builds the automation. He checks and tests each one. They pull data from ServiceTitan every hour into team pages, send a 6:30 a.m. brief, alert him when a booking sits for 20 minutes, and send paid-job revenue back to Google Ads.
Business type: Contractors & home services. Tool used: Claude + Zapier. Result: The story reports 36 of these automations are live, running about 1,400 times a week across 30 apps. The company grew from about $300,000 a year early on to on track for nearly $3.8 million this year; that growth is the whole business, not just the automations.
Source: Zapier customer story (Company case study) · Added Wed, Oct 28 · Last updated 2026-10-28
The story reports 36 of these automations are live, running about 1,400 times a week across 30 apps. The company grew from about $300,000 a year early on to on track for nearly $3.8 million this year; that growth is the whole business, not just the automations. (as reported by the source)
3R Plumbing & Mechanical is a veteran-owned home plumbing and HVAC company in Norwell, Massachusetts, with 15 employees. The owner, who calls himself 'not a computer person', describes what he needs to Claude, which is connected to Zapier, and Claude builds the automation. He checks and tests each one. They pull data from ServiceTitan every hour into team pages, send a 6:30 a.m. brief, alert him when a booking sits for 20 minutes, and send paid-job revenue back to Google Ads.
Claude + Zapier.
The story reports 36 of these automations are live, running about 1,400 times a week across 30 apps. The company grew from about $300,000 a year early on to on track for nearly $3.8 million this year; that growth is the whole business, not just the automations. (as reported by the source)
Keep one main system as the source of truth (for them, ServiceTitan). Connect Claude to Zapier and describe one automation in plain words. Start with a lead alert: email you if a new booking is still pending after 20 minutes.
Answers come only from the source. Questions it doesn't answer are left out.
Our own prompt for copying this setup. Swap in your details. Not quoted from the source.
You're connected to my Zapier account. Build an automation for [company], a [trade] company using [field software]. When a new booking comes in from [lead sources] and is still pending after [20] minutes, email [me] and text [office phone] with the customer's name, phone, source and service. Before publishing, show me each step and wait for my OK.
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