Zapier işler

google form ve zapier uygulamasını entegre ederek mailchimp kaydı açmak ve açılan kayıtlara otomatik mail gönderimi yapmak istiyorum, bu konuda desteğe ihtiyacım var

...alerts for discrepancies or missing data Secure storage of credentials (where needed) and compliance with data protection/privacy guidelines Easy scalability as the number of suppliers increases Required skills/experience: API or data source integration (REST/SOAP, CSV/JSON/XML imports; web scraping only when permissible) Experience with data pipelines, ETL processes, scheduling (Cron, CI/CD tools, Zapier/Integromat or similar) Knowledge of price and stock data reconciliation, logging, error handling Handling secure authentication, token management, secrets management Ability to implement discrepancy alerts (email/Slack/chat alerts) and provide a simple dashboard or reporting interface What we offer: Clear list of suppliers with access types (login-dependent or public) Example ...

...both HTML and PDF. • Workflow automation: build the pipeline in Zapier or n8n so the content you prepare flows into the template, converts to PDF, and queues for distribution. • WhatsApp sending: connect the finished file to WhatsApp Business (or a comparable API) so the guards receive it directly in their chat each week. • Approval loop: send me a PDF draft every Wednesday; after my sign-off, you automate the blast. Acceptance criteria 1. Fully bilingual copy (Hindi + English) in each section. 2. Draft arrives in PDF exactly one day before send-out. 3. Automated WhatsApp delivery proves successful via sent-message logs. 4. All automation built in my workspace for future transparency. If you’ve already combined Zapier/n8n with WhatsApp ca...

...daily and can translate real-world experience into a rock-solid setup that we can scale and clone for every future client. Your first milestone is to take a blank sub-account and turn it into a fully functional template—funnels, workflows, pipelines, calendars, the works—ready to snapshot and reuse. Once that foundation is live, I’ll lean on you for ongoing tweaks, integration troubleshooting (Zapier, Stripe, Facebook Lead Ads, etc.), and periodic performance audits to keep deliverability and attribution on point. Deliverables • One reusable GoHighLevel client template (funnels, workflows, pipelines, calendars, tags, triggers) • Short Loom or written walkthrough so the rest of the team can replicate the build • Two weeks of post-launch suppo...

...**Zoho Books** – for accounting, expenses, payables, and financial reports * **Zapier** – to automate data flow between the systems **Scope of Work** 1. Configure **Sirvoy PMS** * Room types, rates, taxes * Basic reservation and checkout workflow * Ensure checkout/folio totals can be sent to Zapier 2. Configure **Loyverse POS** * Menu items (food & drinks) * Categories and modifiers * Inventory and basic recipes/ingredients for bar control * Daily sales reporting 3. Configure **Zoho Books** * Chart of accounts (Rooms Revenue, Bar Revenue, Restaurant Revenue, Expenses, Suppliers, etc.) * Taxes, payment accounts (Cash, Mobile Money, Bank) * Vendor and expense setup 4. **Zapier Automations (No Coding)** * When a...

...though, that email handling comes first. Deliverables 1. Working integration with my inbox that performs the three bullet-point functions above. 2. Clear documentation so I can adjust prompts, labels or tone without coding knowledge. 3. A brief hand-off session (video or live) to walk me through upkeep. Please outline the tech stack you propose (Python + Gmail API, Google Apps Script, Zapier, Microsoft Power Automate, etc.) and an estimated turnaround. Links to similar projects will help me choose quickly....

...MailerLite through Zapier, but a little housekeeping will make everything run smoother. What I need right now: • Add one new product to the existing Squarespace store, making sure it follows the same styling and checkout flow as the other items. • Tidy up a few layout details on the site so the new product fits seamlessly. • In MailerLite, update the product links inside my current email campaigns—these links are the only part of the campaigns that must change; all copy and design stay the same. • Confirm that the Zapier automation still tags buyers correctly once the new product is live. Once these items are complete I’ll do a quick test purchase and trigger an email send to verify everything. If you have proven experience with Squ...

Necesito poner en marcha KOMMO CRM de forma eficiente y alineada a mis procesos actuales. Alcance esperado: • Configurar la cuenta, embudos y roles de usuario según las buenas prácticas de KOMMO. • Importar o depurar d...oportunidades, garantizando su integridad. • Activar la automatización de ventas (tareas, correos y mensajes) para acelerar el ciclo comercial. • Diseñar paneles de análisis y reportes que faciliten el seguimiento de métricas clave. • Capacitar al equipo y dejar documentación básica para que podamos trabajar de forma autónoma. Valoraré experiencia comprobable con KOMMO, integraciones vía API o Zapier, y un enfoque claro en mejora de procesos. Si tienes casos de &e...

...conversation alive until my team is ready to step in. • Once qualified, the contact is tagged and moved into our “Quote Requested” stage, kicking off another automation. I’ll provide account access, current FAQs, and my desired messaging style. You’ll create the AI prompts, configure any necessary decision trees, and wire everything to my existing workflows using native GoHighLevel tools (or Zapier if absolutely needed). Deliverables • A fully trained Conversation AI Agent inside my GoHighLevel account • Automation flows covering initial inquiry response, data capture, tagging, and follow-up reminders • A short Loom walkthrough plus a one-pager so I can tweak prompts or timing later on Acceptance criteria: during a live demo,...

I’m ready to streamline how incoming customer-inquiry emails are handled. The objective is simple: every time a new message arrives, Zapier should pass the content to ChatGPT, generate a friendly reply that matches our brand voice, and send it back through our email service automatically. Here’s what I need built: • One or more Zaps that trigger on new emails flagged as customer inquiries (Gmail, Outlook, or another standard mailbox—whichever you prefer to work with). • A well-structured GPT prompt that reliably produces clear, helpful, friendly answers while retaining any key order or account details it extracts from the original message. • Logic for edge cases—messages that can’t be answered automatically should be routed to a ...

I’ve built a suite of AI-driven task automations that replace repetitive, manual work with fast, self-running workflows. They’re not chatbots or data-analysis dashboards; their sole focus is streamlining everyday tasks—think file handling, spreadsheet updates, CRM syncing, and other back-office chores. The code is production-ready, integrates smoothly with APIs or tools like Zapier and , and comes with clear documentation and live demos. Now I need help turning these automations into paying customers. Your mission is to package what I’ve built, put it in front of the right audiences, and close sales. Deliverables • A concise go-to-market plan that identifies promising niches and outlines messaging • Sales collateral: one-pager, landing-page co...

We need an automation specialist to build a system that connects our tools and automates repetitive business tasks. The goal is to reduce manual work, improve accuracy, and create reliable workflows across departments. Requirements Workflow design using n8n or Zapier Integration between CRM, email, and spreadsheets Automated lead capture and routing Data syncing between platforms Notification and alert automation Error handling and logging Dashboard for workflow monitoring Testing and documentation

...lead-generation funnel that attracts decision makers at medium-sized businesses through Facebook and drops every new contact straight into my GoHighLevel account. Deliverables: • Build and launch Facebook Lead Ads tailored to B2B audiences. • Set up pixel, audiences, ad copy, creative, and ongoing optimisation to keep cost-per-lead low. • Integrate Facebook with GoHighLevel (native connection or Zapier) so each lead lands in the correct pipeline with full source tracking. • Create an immediate SMS / email follow-up inside GoHighLevel to push leads toward a booked call. • Provide a simple performance dashboard and clear reporting. The engagement is complete when qualified business leads appear automatically in GoHighLevel and the campaign shows m...

...environment block. I have full API credentials and documentation for Housecall Pro but nothing similar for SupplyPro. If their platform lacks an open API, a screen-scrape, CSV export, or other creative workaround is fine as long as it’s reliable and keeps my data secure. Let me know how you would approach the pull from SupplyPro, any libraries or tools you would lean on (Python requests, Node, Zapier hooks, AWS Lambda, etc.), and an estimated timeline for a simple proof of concept followed by production-ready code....

...Assist with slide structure & flow Set lesson & course unlock logic in Skool Format lesson content (text, video, downloads) Create and manage tasks / assessments Reflections, action steps, Google Forms Build & manage the community structure Topics, groups, weekly prompts Set up basic automation Zapier / email triggers / reminders Required Skills: Experience with Skool, Kajabi, Thinkific, or similar Strong English communication Detail-oriented & organised Comfortable with Google Drive, Loom, Zapier Experience managing online communities is a big plus Location: Philippines preferred Please Include: Relevant experience Examples of courses or communities you’ve worked on Your hourly rate or monthly rate Availability (hours per week)...

I want to equip a beginner-level team with practical, no-code AI skills for process automation (think n8n, Make/Integromat, Zapier-style workflows) and, in parallel, introduce AI-driven techniques that enhance our agile development practices. To kick things off, I need a commercial proposal that clearly breaks down all costs and includes a step-by-step training roadmap. My preferred learning flow is a blend of live online sessions—so the team can ask questions in real time—supported by concise pre-recorded videos we can revisit later. Everything should start at a fundamentals level and quickly move toward hands-on exercises that let the team automate at least one real business process and apply AI-assisted planning or test-case generation inside our sprints. Please out...

I want to put an always-on AI voice agent in charge of one thing only: generating brand-new cold leads by teleph...(TCPA, GDPR where applicable) I’m comfortable with Twilio Voice, Dialogflow, ElevenLabs, GPT-4, or any similar stack—as long as call quality and scalability stay top-tier. Show me a short architecture outline, the tools you plan to use, and links to past voice-AI projects so I can gauge fit quickly. Deliverables • Fully deployed phone agent reachable via a dedicated number • Real-time CRM or Zapier integration for lead handoff • Setup and usage documentation plus editable call scripts • One week of post-launch tuning and support If you have proven experience building voice AI for outbound sales and can hit these marks, I’...

...names found at that spot (no tables, no extra formatting). Key points you should respect: • The CSV is finished and ready to ingest as-is. • If more than one business is tied to an address, keep every name. • Output in Google Docs: one address followed by its full list, then move on to the next address. I’m open to whatever stack feels most efficient—Python with pandas, Google Apps Script, Zapier, , or a custom API integration—as long as the final flow can run on demand and is documented well enough that I can swap in a new CSV whenever needed. Deliverables I expect: • Working automation (script, scenario, or add-on) that accepts my CSV and produces the Google Doc exactly as described. • Brief setup/usage instructions and any AP...

I send 10-30 proposals a day across the major freelance platforms and have built a repeatable system that reliably triples the win rate when it is implemented end-to-end. I’m opening the door to one agency or freelancer who wants more closed deals but doesn’t want to keep...recommended tools (think CRM + outreach + analytics). • Build the automations exactly as outlined in the SOPs I provide. • Keep the stack healthy—minor tweaks, list hygiene, API keys—that sort of thing. Once everything is live, I continue writing and submitting proposals while you monitor the pipeline, watch the metrics climb, and share in the additional revenue. If you already know your way around Zapier, Make, or similar—and you’re comfortable betting on perfo...

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...technische Einrichtung, sondern um einen reibungslosen Übergang aller Vertriebsprozesse hin zu einer automatisierten B2B-Pipeline. Kernaufgaben • Datenmigration: Bestehende Kontakte, Aktivitäten und Deals müssen strukturiert, fehlerfrei und DSGVO-konform in Close CRM übertragen werden. • System-Integrationen: Anbindung der vorhandenen Tools (z. B. E-Mail-Marketing, Kalender, Buchhaltung oder Zapier/API-Workflows), damit alle Informationen zentral vorliegen und Trigger zuverlässig ausgelöst werden. • Vertriebs-Automatisierung für B2B: – Lead-Generierung: Automatische Erfassung, Zuordnung und Anreicherung neuer Leads. – Auftragsabwicklung: Deal-Stages, Follow-ups, automatische Erinnerungen und Angebotsvers...

...warmed accounts receive massive volumes of junk. We want: Rules or automation to auto-archive or delete warm-up spam Preserve only legitimate human replies Bonus if you can auto-label or tag “hot leads” Ideal Candidate You should have experience with: SmartLead campaign configuration Gmail filters + automation Cold email infrastructure Unified inbox setups Email deliverability Optional: Zapier / n8n / Make Real estate experience is a plus but not required. Deliverables Working unified inbox for all 8 Gmail accounts Spam filtered automatically SmartLead follow-ups replying properly in-thread Clear documentation or Loom walkthrough Optional: lead labeling / priority routing When Applying, Please Include: Similar projects you’ve done Your appr...

...Make the AI "always on" for real-time responses to incoming SMS replies. Integrations & Customizations: If native AI isn't sufficient, integrate with external AI APIs (prefer Grok from xAI or ChatGPT/OpenAI) via webhooks or Zapier. Handle conversation history/context to avoid repetitive or amnesia-like responses. Escalate qualified leads (e.g., ready-to-sell) to me via email/Slack notifications. Optional: Pull external data (e.g., property comps from Zillow/PropStream API) for hyper-personalized messages. Tech Stack: Launch Control API/webhooks for SMS send/receive. Zapier or custom code (Python with FastAPI, Redis for state management) if needed for advanced automation. Ensure low latency, scalability for high-volume leads, and monitoring for errors. ...

I manage my database inside the Compass Real Estate CRM and have a batch of leads sitting in a CSV/Excel file that need to live in the platform—cleanly mapped, de-duplicated, and fully searchable once they land. I’m looking for someone who already understands Compass workflows and can handle the end-to-end ...Compass settings required so new leads flow into the right Smart Lists and marketing plans automatically. • Provide a brief hand-off summary (steps taken, field map, issues found, and how to repeat the import in the future). A screen-share walk-through at the end will be helpful so I can see the process and replicate it next time. If you’ve migrated contacts for other Compass agents—or built Zapier, API, or custom integrations for similar CRMs&md...

My goal is simple: I want a steady flow of qualified leads and sales coming directly from Facebook and Instagram. I already have active pages, but I need someone who can turn them into high-...and conversion metrics are tracked end-to-end. • Weekly reports show spend, reach, CTR, CPL, and sales generated. • Creative and audience tests run continuously, with clear documentation of winners. To be considered, include a detailed project proposal that outlines your approach, timelines, and the specific tools you rely on (e.g., Meta Business Suite, Canva, Photoshop, Google Analytics, Zapier). Case studies are welcome if they back up your method. I’m ready to start as soon as I see a plan that convinces me you can turn my Facebook and Instagram presence into a predict...

I’m rolling out a service that films an in-depth interview with a brand’s CEO or founder, then turns the footag...both desktop and mobile. Whether you prefer Webflow, Elementor, custom HTML/CSS, or another modern builder, the final page must load fast, score well on Core Web Vitals, and hand off cleanly for future A/B testing. Deliverables • Responsive landing page (design + build) • Embedded high-res video preview with optimized fallback image • Lead capture form connected to my Mailchimp list (or Zapier-ready) • Source files and clear instructions for updates Once the page is live I’ll test it with paid traffic, so logical section IDs, analytics tags, and an easy way to swap copy will be appreciated. Let’s create something that...

I’m ready to move my entire sales pipeline onto an automated fo... • Trigger-based follow-up sequences (email/SMS) that adapt to contact behaviour and keep engagement high until a deal closes. • Real-time reporting pulled directly from the CRM: revenue, conversion rates, pipeline velocity, and other key metrics presented in a clean dashboard my team can access at any time. I’m happy to work with the tools you prefer—whether that’s native CRM automation, Zapier, Make/Integromat, or custom API scripts—as long as the end result is reliable, well-documented, and easy for my team to maintain. Acceptance criteria: every workflow tested with sample data, a short loom walkthrough of the setup, and hand-off documentation outlining how to tweak or...

...manual pilot and put it on a smart, AI-driven autopilot. The goal is to build a complete, end-to-end workflow that handles social media management for me so I can focus on strategy instead of day-to-day tasks. Here’s what I need: • A streamlined automation pipeline—from content ideation to publishing and performance tracking—powered by the AI stack you consider best (ChatGPT, Midjourney, Canva AI, Zapier/Make, Buffer, Hootsuite, HubSpot, or similar). • Flexible coverage across the major networks I use most. Facebook, Instagram, Twitter and any other platform you think fits can be wired in as long as the process remains truly “set-and-forget.” • A clear configuration guide so I can tweak prompts, posting cadence, hashtag pools and ...

...Automation Stack Jotform Google Sheets (pricing logic / calculator) Zapier Email automation (Gmail or similar) I do NOT want a full CRM at this stage. Quote Logic (examples) Property size (1 bed / 2 bed / 3 bed / house) Floors / lift access Local vs long distance Packing / dismantling add-ons Mileage rules Clear rules for: Auto-quote (standard local moves) Flag for manual review (large, complex, long-distance, clearance jobs) Deliverables Clean, simple Jotform (logic-based) Google Sheet with working pricing formulas Zapier automation fully connected and tested Instant quote email template (editable) Lead logging system for Virtual Assistant use Short handover / explanation (written or video) Requirements Proven experience with Zapier automations Experience with Jo...

...alcanzar los objetivos acordados. • Reportes claros con origen de cada contacto y datos básicos (nombre, email, teléfono, perfil profesional, motivación de inversión). Requisitos clave – Experiencia demostrable generando leads de alta calidad para franquicias o servicios financieros. – Manejo profesional de herramientas de automatización y analítica (p. ej. HubSpot, Meta Ads, Google Analytics, Zapier). – Capacidad de pensar en castellano. Incluye en tu propuesta 1. Caso(s) de éxito relevante(s). 2. Estrategia resumida paso a paso. 3. Tiempo estimado para entregar los primeros 50 leads calificados. Valoraré la creatividad, la claridad de tu plan y tu forma de medir resultados. Si la col...

I’m running a multi-step Zapier workflow that pulls data from Google Sheets, enriches it through a Python code step, runs the text through GPT for a polished tone, and finally hands the result to Outlook to send. Everything works until the very last action—Zapier simply refuses to dispatch the email through Outlook. This is meant to be a quick, surgical repair, and I’ve set a flat CAD 200 for the task. Because the automation is mission-critical (and costly to maintain), any side effects introduced during your fix will be yours to correct at no extra charge. What I need from you: • Pinpoint the exact reason the “Send Email via Outlook” action is stalling or erroring inside Zapier. • Apply and document the fix without distu...

...Provide documentation and basic training Required Skills Strong experience with WordPress plugin development WooCommerce API and customization PHP, MySQL, JavaScript REST API integration AI API integration (Gemini / OpenAI preferred) CSV / Excel import handling WordPress security best practices Performance optimization Preferred Skills (Bonus) Experience with automation tools (Make, Zapier, n8n) SEO plugin integration Cron jobs and background processing SaaS or large-scale content systems Travel industry experience Project Scope Build complete automation system Admin dashboard AI content engine WooCommerce publishing system Bulk processing module Logging and monitoring Timeline Expected duration: 6 to 8 weeks Milestones will be defined clearly. Budget ...

...can set up process-level workflows in Zapier so that the right people receive timely email notifications without any manual intervention. The focus is exclusively on automating these notifications; I am not looking for marketing campaigns or testing frameworks right now. Here’s how I picture the engagement: • Map my current trigger-app flow, confirm the data points that should fire each email, and create the corresponding Zaps. • Configure filters, paths, or formatter steps as needed so emails arrive only when specific conditions are met. • Test each Zap end-to-end, demonstrate that the emails reach the intended inboxes with correct content, and provide a short hand-off guide so I can maintain or extend the automation later. I already have Zapier...

...pautas. Optimización continua: revisar resultados, proponer tests simples y mantener el sistema estable. Reporting: entregar reportes en Excel/Sheets con KPIs y próximos pasos. Requisitos +2 años gestionando campañas de captación (imprescindible Meta Ads y Google Ads). Dominio operativo de Go High Level o similares (funnels, pipelines, calendarios, automatizaciones). Experiencia con Make/Zapier u otras automatizaciones básicas. Capacidad para resolver incidencias habituales (cuentas publicitarias, tracking, plantillas WhatsApp, etc.). Organización, comunicación clara y foco en resultados. Español (inglés bueno se valora). Se valora Experiencia con WhatsApp API/BSP (, Twilio, 360dialog o similares)...

... Automation and Tools (Operational Level) Work with no-code and low-code tools (Notion, Zapier, n8n, Airtable, Google Drive) Improve or set up simple workflows Structure processes (checklists, light SOPs) General Assistant Support Help organize daily priorities Assist with freelancer briefs and task definitions Structure and organize documentation Profile Required Mandatory Strong organization and execution skills Comfortable working with remote freelancers Solid understanding of tech, automation, and digital projects Ability to manage multiple projects in parallel Good written English Strong Plus Experience with Notion, Asana, or ClickUp Basic understanding of automation tools (Zapier, n8n, Make) Operations-oriented mindset (systems, structure, clarity) ...

...verticals the moment you spot a local appetite for them. Once the sources are vetted for credibility, low ad clutter, and consistent publishing cadence, combine them into an OPML file (or comparable format) I can import straight into our CMS or an aggregator such as Feedly, Inoreader, or WordPress’ native RSS widgets. The feed must refresh daily without manual intervention, so please include any Zapier or API hooks required for automation. Deliverables • Curated list of RSS URLs with short justification for each source • Master OPML file ready for import • One-page setup guide covering any third-party tools, filters, or tags used to ensure daily updates and de-duplication Acceptance criteria • At least 25 active feeds covering a balanced mix of co...

...with tags that indicate which network, ad set and creative converted them. From there they receive an immediate, personalized follow-up (chatbot or DM sequence is fine as long as it’s automated) and I get a clean dashboard that shows daily lead counts, cost per lead and which creatives are performing. You’re free to wire this together with Meta Ads Manager, LinkedIn Campaign Manager, TikTok Ads, Zapier, Make, GoHighLevel, HubSpot or whichever stack you’re fastest with—just keep it scalable and easy for me to tweak copy or creative later. Deliverables (acceptance criteria) • Live, auto-optimizing lead campaigns on Facebook, Instagram, LinkedIn, YouTube and TikTok • End-to-end automation from click to CRM entry, including tagging and basic segm...

...with tags that indicate which network, ad set and creative converted them. From there they receive an immediate, personalized follow-up (chatbot or DM sequence is fine as long as it’s automated) and I get a clean dashboard that shows daily lead counts, cost per lead and which creatives are performing. You’re free to wire this together with Meta Ads Manager, LinkedIn Campaign Manager, TikTok Ads, Zapier, Make, GoHighLevel, HubSpot or whichever stack you’re fastest with—just keep it scalable and easy for me to tweak copy or creative later. Deliverables (acceptance criteria) • Live, auto-optimizing lead campaigns on Facebook, Instagram, LinkedIn, YouTube and TikTok • End-to-end automation from click to CRM entry, including tagging and basic segm...

...confirmation: the moment a guest checks out, the system should send a branded confirmation email with all ride details. • Simple, intuitive admin side: I want to adjust time slots and block off dates myself without touching code. Tech is up to you—if you prefer WordPress with WooCommerce + Booking plugins, a custom Laravel/Vue build, or a no-code platform like Squarespace paired with Calendly and Zapier, that’s fine so long as the experience stays smooth and mobile-friendly. Deliverables - Responsive website (home, about, rides & pricing, booking, contact) - Integrated booking calendar with secure online payment - Automated email confirmation template, tested end-to-end - Quick video or PDF guide showing me how to add or edit ride slots Once the ...

I need a Zapier solution to create a form that retrieves previous orders using a customer's email. The form should be embedded on my Shopify website. Requirements: - Use Zapier integration - Fetch data from Shopify - Embed form on Shopify site or possibly another site (Odoo). I would just need the code for this. - User-friendly interface Ideal skills: - Zapier expertise - Shopify integration experience - Form creation and embedding This is an urgent requirement with a tight deadline.

I need a simple yet reliable workflow that links a Google Sheet with Zapier and Twilio so every time a new lead is entered—or when a follow-up date I specify arrives—the prospect automatically receives an SMS and an email. The Google Sheet is already structured with columns for name, phone, email, creation date. What I’m missing is the automation layer: • When a new row appears, Zapier should instantly push one Twilio SMS and one email (Gmail or Zapier Email) using the templates I’ll provide. • On the morning of each scheduled follow-up date, the same lead gets a gentle reminder through both channels. This is a comprehensive **Project Specification Document** designed to be copied directly into a Google Doc for your technica...

We are looking for an experienced n8n automation engineer to deploy and configure a fully self-hosted, secure n8n setup on a private VPS environment. This is not a SaaS / Zapier / Make project. The system must be deployed on private servers with proper security and access control. Scope of Work Phase 1 – Infrastructure & Core Setup Deploy n8n (self-hosted) using Docker Configure PostgreSQL database Secure server setup (firewall, SSL, access control) Configure webhooks securely Basic monitoring & backups Phase 2 – Integrations Integrate WhatsApp (Cloud API or approved provider) Initial testing using personal WhatsApp number (QR / scan-based testing if required) Configure inbound & outbound message flows Lead capture and follow-up automation Store conversa...

...link, quote, or meeting booking), and log key data into the CRM — while only involving Rachael when human input is required. This is not a traditional sales funnel. It is a conversational AI assistant working inside email. System Overview Function: AI Sales Assistant Tool: Lindy Function: Email Inbox Tool: Gmail Function: CRM Tool: HubSpot (Free) Function: Automation Connector (if needed) Tool: Zapier Function: Meeting Scheduling Tool: HubSpot Meeting Links PART 1 — Gmail + Lindy Setup • Connect Lindy securely to the sales inbox • Lindy monitors new inbound enquiries only • Avoid reprocessing entire threads to control credit usage PART 2 — Lead Type Identification The AI must classify enquiries into: Software (SnapCor) Inspection Services System /...

...code-first automations across Ops Engineering + Finance. Many workflows are manual and spreadsheet-based (Google Sheets/Excel). We want production-ready automations shipped weekly (bug-free and deployable as soon as finished). Stack/Systems: Google Workspace, Kafka, S3, Amazon Redshift, Jira, Zendesk, Zoho CRM, Presto One (internal), Hex (nice-to-have). Preference: code-first integrations; open to Zapier for basic trigger/routing automations. Engagement structure (important) * This is intended as a 1-month contract, but Week 1 is a paid trial. * At the end of Week 1, we will decide whether to continue for Weeks 2–4 based on the quality and production readiness of the deliverables. Delivery expectations * Week 1 (must ship): “Unified Ticket + Issue Intelligence&rdqu...

...checkout -Add upgrades or discounts -See real-time availability -Pay once via Stripe 3. Payments Stripe integration (already active) Full + partial refunds 4. SEO Migration Must preserve rankings and visibility Prefer same URLs or proper 301 redirects 5. Integrations Google Calendar two-way sync Email marketing integration (previously used Mailchimp, but open for cheaper easier recommendations) Zapier or automation workflows Automated booking confirmations + reminders -What We’re Looking For Proven WordPress + booking system experience Comfortable rebuilding systems that were previously custom-coded Focus on performance, UX, and reliability SEO-safe migrations Clear communication and documentation Deliverables -Full website rebuild -Custom booking + payment system -Eas...

...use to stay on track Deliverables 1. A slide-deck style roadmap (PDF + editable source) clearly tied to EBITDA improvement. 2. A companion implementation spreadsheet breaking tasks into sprints, owners, and expected lift. 3. Loom or similar walkthrough (15-20 min) so my team can digest the plan quickly. Everything should be tool-agnostic but please highlight where platforms like Zapier, Make, Grok or ChatGPT, or custom Python/RPA scripts make the most sense. Accuracy, clarity, and measurable impact matter more to me than buzzwords. If you’ve taken a roofing, construction, or field-service company through a similar transformation, let me know—proven case studies will move you to the top of the list....

...schedulable for new content. Test on a small sample (e.g., 10 items) before full run. Deliverables: Fully set up scenario (share access or export blueprint). Populated spreadsheet with all current content. Documentation: Step-by-step guide on how to run/maintain it. Any custom code if needed (e.g., for complex parsing). Preferred Skills: Expertise in or similar no-code tools (Zapier, Integromat). Web scraping (e.g., using HTTP modules, parsers). API integrations (YouTube, OpenAI, transcription services). Data processing (cleaning, summarization). Basic Python if custom modules are required (optional). Budget and Timeline: Budget: $300-800 (depending on content volume and complexity; please quote based on your assessment). Timeline: 3-7 days for setup and initial population

Necesito que los inventarios y productos de mi BIND ERP se mantengan sincronizados en tiempo real con mi tienda WooCommerce (WordPress) usando Zapier. Alcance deseado • Configurar los Zaps necesarios para que cada vez que se actualice el inventario en BIND ERP, ingrese un nuevo producto o cambie su estado, la cantidad y la información del artículo se actualicen automáticamente en WooCommerce, esto incluye precio. • Garantizar que la actualización sea unidireccional desde BIND ERP hacia WooCommerce, evitando duplicados o sobreescrituras inesperadas. • Realizar pruebas de principio a fin y dejar todo documentado para que pueda administrar o escalar la integración en el futuro. Actualmente estamos intentado hacer la integracion y apa...

.../triggers** * Create a solid **tag + custom fields** structure (data cleanup/normalization) * Automate **pipeline stages + opportunity movement** * Automate **lead intake** from calls, forms (GHL/Jotform), landing pages * Automate **task creation, assignments, follow-ups** * Set up **internal alerts + exception handling** * Build omnichannel automation: **SMS/Email/Calls** (Twilio) * Integrate Zapier/Make/AI tools **to support GHL (not replace it)** ### You’re a fit if you have * Real experience building **advanced GHL automations** * Strong workflow architecture mindset (clean, maintainable) * Ability to document logic so our team can manage it ### To apply Send: 1. 1–2 examples of GHL systems you automated 2. What you’d check first in our audit (brief) 3....

...submitted, an automatic quote is generated and emailed back. Though first it should be approved by us manually. • The date of the booking should automatically enter our outlook calendar with client name (I had this set up with Zapier but it’s stopped working) • When that quote is accepted, it should convert itself into two separate invoices—one labelled Hair, the other Makeup—each requesting a £160 deposit paid by bank transfer. • Deposits then have to travel into two distinct Xero organisations, keeping the artists’ books clean and compliant. All of this must sit on Zapier or Make (Integromat) and respect the quirks of UK sole-trader accounting. Custom-branded templates for quotes and invoices are essential so the cl...