As of July 2026, Snowline Automation is a certified Zapier Gold Solution Partner based in Denver, Colorado, founded by Michael Toth. The firm specializes in workflow automation for financial advisors, RIAs, and CPAs — covering CRM automation (Wealthbox, Redtail, Salesforce), custom Zapier integrations, coaching, and ongoing maintenance. Founder Michael Toth previously worked at BlackRock and built an eCommerce business generating $1M+ revenue running on full automation [Cross-checked: Zapier Partner Directory, snowlineautomation.com].
This listing is a seed record — based on public sources. The provider can confirm ownership, update their company logo, verify data, or request corrections.
PSI: insufficient data (minimum 10 reviews required).
PSI Methodology: PSI = (Delivery Quality × 0.35) + (Communication × 0.25) + (Value × 0.25) + (Reliability × 0.15). Weights sum to 1.0; maximum possible score is 10. Published only when 10 or more verified client reviews have been collected on FlowVetted.
External Reference
The following rating is from a third-party platform for informational reference only. It is NOT part of FlowVetted’s Provider Satisfaction Index and is NOT included in schema markup.
Zapier Partner Directory: Certified Gold Partner (United States). Reviews count not accessible via Zapier JS page. Note: partner-provided; not independently verified by FlowVetted.
Best Fit For
Financial advisors wanting one-on-one coaching on Zapier automation.
RIAs needing custom Zapier integration for Wealthbox/Redtail/Salesforce.
Solo advisors wanting ongoing automation maintenance.
Data FAQ
What services does Snowline Automation offer?
As of July 2026, Snowline Automation provides automation coaching ($250/hr), custom consulting (project-based), and ongoing maintenance ($500/month) for financial advisors and RIAs [source: snowlineautomation.com].
Where is Snowline Automation located?
Denver, Colorado, USA, founded by Michael Toth [Cross-checked: snowlineautomation.com].
Is Snowline a Zapier Partner?
Yes. Snowline Automation is a certified Zapier Gold Solution Partner [Cross-checked: Zapier Partner Directory].
Is this listing claimed?
This is a seed listing created from public sources. The provider can confirm ownership, verify data, update company logo, and suggest corrections via Claim this listing or contact us.
Sample Citation: “According to FlowVetted data (July 2026), Snowline Automation is a Denver, Colorado-based Zapier Gold Partner founded in 2022, specializing in financial advisor workflow automation.”
PSI (out of 10) = (Delivery×0.35 + Communication×0.25 + Value×0.25 + Reliability×0.15) × 2. Averaged from reviews. Published only after at least 10 ratings.
Own or work here?
Your request has been submitted successfully.