6 Great Tools For Automating Your Freelancing Business
Every freelancer has different needs, so check out our recommendations below to help you identify the best fit for yours.
Custom Trustpilot Review Management Platform (AI-assisted) Background We operate multiple websites across different markets and receive Trustpilot reviews in several local languages. We are looking to build a custom, internal web application to centralise review handling, improve response quality, and enable controlled use of AI for drafting and translating replies. This is not a no-code or Zapier/Make project. We are explicitly looking for a stable, extensible, production-grade solution. ⸻ Project Goal Build an internal platform that allows our team to: • Collect Trustpilot reviews from multiple business units • Draft and approve replies efficiently • Ensure replies are always published in the correct local language • Measure reply quality and continuo...
...on an integrated calendar • Capture caller details, create or update records inside the client’s CRM and customer database I already have target industries lined up, so the solution needs to drop straight into different tech stacks. Please wire it to common SaaS CRMs (HubSpot, Zoho, Salesforce), Google or Microsoft calendars, and a MySQL/REST customer database layer. If middleware such as Zapier or custom webhooks smooths things out, that works for me. Voice and dialogue must be fully customizable. I want to adjust tone, language, and fallback behaviour per client—ideally through a simple dashboard or config file so I’m not rewriting code each time. Call quality, low latency, and natural-sounding TTS / STT are non-negotiable; Twilio, Amazon Connect,...
...conversion rates through AI-driven workflows - Reduce manual admin across internal operations Typical Projects: - AI outbound calling or messaging agents - Lead scoring and follow-up automation - Support ticket triage and auto-responses - Internal AI assistants for staff Technical Stack: (flexible) You can recommend the right tools, such as: - Python - OpenAI or other LLM APIs - Automation tools (Zapier, Make, etc.) - CRM integrations (HubSpot or similar) The key requirement is real-world deployment and measurable results. What We Need From You: Please include - - Examples of AI or automation projects you’ve built - Links, demos, or short case studies - Brief explanation of the results achieved Initial Deliverables: - High-level AI roadmap - One working proof-of-concep...
...deploying multi-channel sequences and passing qualified, warmed-up prospects to our outbound calling team. Here’s the current stack you’ll step into: Zapier keeps the pipes flowing, Lemlist drives most of our email and LinkedIn touches, and HubSpot is the system of record. You should feel completely at home inside each of these tools—and comfortable adding complementary apps if they boost performance. What I’m counting on you to deliver • ICP refinement and an enriched contact database that’s export-ready for Lemlist/HubSpot • Multi-channel outreach sequences (email + LinkedIn) built and scheduled in Lemlist, with all key actions synced through Zapier • Automated email verification via NeverBounce to protect deliverability...
...BREAKERS (Don't apply if you don't have these): - Less than 6 months Stripe experience → DON'T APPLY - Can't work autonomously remote → DON'T APPLY - Make spelling mistakes → DON'T APPLY - Not detail-oriented (9/10 level) → DON'T APPLY TECHNICAL REQUIREMENTS: - WordPress (dev + maintenance) - HTML/CSS/JavaScript (intermediate-advanced) - GoHighLevel (real experience, not just "I've heard of it") - Zapier + n8n (you use them regularly) - API integrations (you've done this multiple times) - Hosting/domains/deployment (you know what you're doing) - SSH + root access (comfortable with command line) - AI tools (ChatGPT, Claude, etc. for coding/debugging) - Stripe EXPERT (6+ months MINIMUM - this is crit...
I handle the strategic marketing function for several real-estate developers under the Rexsquare Private Ltd banner, and I am ready to expand our di...fast-loading, and SEO-compliant. If you have a strong track record executing these services specifically for real-estate or similarly high-ticket verticals—especially in markets where decision cycles are long—please send through: • A short outline of your proposed approach and timelines for the first 90 days. • Relevant case studies or live references. • The tools you rely on most (e.g., HubSpot, Zapier, GA4, SEMrush, Meta Ads Manager, WordPress, Webflow, Figma). You can learn more about our company at https://www.rexsquare.com. I’m keen to review your ideas and, once we confirm the fit, move...
I need two conversational AI agents—one powered by Claude, the other by ChatGPT—trained and connected to my existing tool-stack so they can take over day-to-day marketing execution. Scope of work • Social media management: schedule, post, and monitor engagement on Facebook...hallucinated facts; all external claims must reference a cited source. – Error-free WordPress posts with featured image, tags, and SEO meta fields populated. – Social posts rendered in native platform previews before queuing. – Campaign metrics (open rate, CTR, follower growth) exported weekly in a simple dashboard. Please tell me the frameworks, APIs, or third-party tools you would connect (Zapier, Make, custom Python scripts, etc.) and show examples of similar age...
Tender...• Fixed price • PDF includes: • Missing information list • Ready-to-send RFI email • Pricing assumptions summary ⸻ 5. Email Automation • User receives summary email • Admin receives submission notification • PDF link delivered after payment ⸻ Technical Notes • No accounts or login required • No document storage required • Checklist-based logic only • Simple automation acceptable (Zapier / Make) • Google Docs or similar can be used for PDF generation ⸻ Deliverables • Live landing page • Working checker form • Results logic • Stripe payment flow • PDF output • Email notifications • Handover instructions ⸻ Budget & Timeline • Budget: $80&ndas...
...implement digital automations and workflow systems - Integrate, configure, and maintain GoHighLevel - Build automations with Zapier and n8n - Create API-based integrations between different systems - Manage and troubleshoot servers (SSH, root access) - Diagnose and resolve technical issues - Optimize systems for security, performance, and scalability - Create clear, well-structured documentation for processes and code Must-Have Requirements - Proven experience with WordPress - Strong command of HTML, CSS, and JavaScript - Java knowledge - Practical, hands-on experience with MongoDB - Real experience using GoHighLevel - Regular use of Zapier and n8n - Solid experience integrating systems via APIs - Strong knowledge of hosting, domains, and de...
...Email notification to operations Optional Slack notification Optional internal task creation 5️⃣ Testing & Handover Full system testing Documentation Loom walkthrough Editable flow ownership transfer Training session Technical Requirements Freelancer must have experience with: WhatsApp Business API (not just standard WhatsApp Business app) Twilio / 360dialog / MessageBird HubSpot API Zapier or Make Structured conversational design CRM data architecture Please provide examples of similar builds. Deliverables Fully functioning WhatsApp structured automation Live HubSpot sync Internal workflow automation Documentation Handover training Timeline Target build: 4–6 weeks Testing phase included. Please quote clearly with breakdown: Setup Development...
...already have a Zapier automation that hands a submitted Tally-form URL to a ChatGPT step, but right now GPT is not able to see everything on the website. I need the workflow upgraded so the ChatGPT step can “see” absolutely everything on that URL—headers, body copy, layout structure, CTAs, images, and any other visual element—before it starts writing the internal report that follows. Here is what I’m after: once a new Tally response triggers the Zap, an additional step (or steps) should grab the complete HTML of the provided link, break it out in a way GPT can handle its token limits, and then pass the full context into my existing ChatGPT action. The end result is richer, more accurate analysis that I’ll feed straight into our internal report...
I need two conversational AI agents—one powered by Claude, the other by ChatGPT—trained and connected to my existing tool-stack so they can take over day-to-day marketing execution. Scope of work • Social media management: schedule, post, and monitor engagement on Facebook...hallucinated facts; all external claims must reference a cited source. – Error-free WordPress posts with featured image, tags, and SEO meta fields populated. – Social posts rendered in native platform previews before queuing. – Campaign metrics (open rate, CTR, follower growth) exported weekly in a simple dashboard. Please tell me the frameworks, APIs, or third-party tools you would connect (Zapier, Make, custom Python scripts, etc.) and show examples of similar age...
I need two conversational AI agents—one powered by Claude, the other by ChatGPT—trained and connected to my existing tool-stack so they can take over day-to-day marketing execution. Scope of work • Social media management: schedule, post, and monitor engagement on Facebook...hallucinated facts; all external claims must reference a cited source. – Error-free WordPress posts with featured image, tags, and SEO meta fields populated. – Social posts rendered in native platform previews before queuing. – Campaign metrics (open rate, CTR, follower growth) exported weekly in a simple dashboard. Please tell me the frameworks, APIs, or third-party tools you would connect (Zapier, Make, custom Python scripts, etc.) and show examples of similar age...
...strong expertise in AI integration and product lifecycle management. The ideal candidate will lead the implementation of AI-driven solutions to enhance efficiency, streamline workflows, and improve overall digital experience across our CRM, operations, and internal tools. Key Responsibilities AI Integration & Innovation • Identify opportunities to integrate AI tools and automation (e.g., ChatGPT, Zapier AI, Copilot, or custom APIs) across business processes. • Implement AI-based solutions to optimize workflows, improve data accuracy, and enhance team productivity. • Research and pilot emerging AI technologies relevant to CRM, marketing, and operations. • Drive a culture of innovation by educating and enabling teams to adopt AI effectively. Product Manageme...
...preferences. Status and owner columns should populate automatically so the right counsellor is alerted as soon as a lead arrives. • Outlook document sync Incoming attachments—application forms, transcripts and certificates, passport and visa copies—need to land beside the correct student item without manual drag-and-drop. If the connection requires ’s native Outlook app or a custom Make/Zapier/Graph API scenario, I’m open to your recommendation. • Guided workflow & automations I want a clearly mapped pipeline that, at minimum, covers Initial Consultation → Document Submission → Visa Application, then continues through offer, finance and departure. Each hand-off should: – change status & owner automatically &ndash...
...adding 10 project status triggers between ClickUp, Zapier, and a client portal via API to automate case/status updates across all systems. The goal is that when a status or case is updated in one system, it reliably and quickly updates in the others without manual work or inconsistent data. Your responsibilities: Review the existing ClickUp, Zapier, and client portal setup and understand current flows Configure and implement 10 status-based automations using Zapier and the client portal API Map fields and statuses correctly between all tools Test each automation end-to-end, handle errors, and ensure reliability Document what you’ve implemented so it is easy to maintain and extend later Requirements: Strong hands-on experience with Zapier (m...
...Partiamo da zero: servono visual, copy e set-up completo in Business Manager. Mi aspetto che segmenti il pubblico, imposti il pixel e avvii test A/B fino a raggiungere CPA sostenibili. Reportistica settimanale essenziale. 4) Funnel di vendita completo Dalla lead magnet alla thank-you page, con automazioni email e upsell dell’ebook. Indica tu la stack ideale (ad es. WordPress + WooCommerce + Zapier/Make + Mailchimp/ActiveCampaign). Deliverable chiave • Dominio trasferito e sito online (HTTPS attivo) • Landing page responsive con i tre blocchi richiesti • Pacchetto creative (immagini, copy, varianti per test) già caricate negli ads • Campagna Meta live, tracciamenti funzionanti, primo report • Sequenza funnel configurata e testata...
...(REST/JSON API), generate compliant invoices, dispatch them by email or chat, follow up automatically, and post results back to our accounting platform. • Decision-making should be handled by an LLM-powered controller (GPT-4, Claude, or similar) with deterministic guards for amounts, dates, and tax rules. • I expect tight integration through Python micro-services, webhooks, or RPA tools such as Zapier, Make, or n8n—whatever achieves reliability and easy hand-off. Timeline Everything needs to be live in under one month, including testing and a short hand-over session. What to show me Please centre your proposal on relevant experience: past AI agents or workflow automations you have shipped, any finance-related integrations, and the stack you prefer. ...
...CMS—whichever lets you move quickly and gives me easy control over content once the site is live. Core requirement • A prominent contact form on key pages (home, “featured listings,” about) with multiple field inputs: full name, email, phone, preferred property type, price range, and ideal move-in date. Submissions should arrive instantly in my inbox and, if possible, integrate with my existing CRM via Zapier or a native plugin. What I’ll consider complete • Fast-loading, mobile-responsive pages branded with my colors, logo, and headshot • The multi-field form fully tested and spam-protected (Google reCAPTCHA or similar) • Clear instructions or a short Loom video showing me how to update text and images If you have a proven t...
...CMS—whichever lets you move quickly and gives me easy control over content once the site is live. Core requirement • A prominent contact form on key pages (home, “featured listings,” about) with multiple field inputs: full name, email, phone, preferred property type, price range, and ideal move-in date. Submissions should arrive instantly in my inbox and, if possible, integrate with my existing CRM via Zapier or a native plugin. What I’ll consider complete • Fast-loading, mobile-responsive pages branded with my colors, logo, and headshot • The multi-field form fully tested and spam-protected (Google reCAPTCHA or similar) • Clear instructions or a short Loom video showing me how to update text and images If you have a proven t...
...a user’s name, order number, and issue, then provide instant answers or route the chat to the right human if needed. Preferred stack: ManyChat, Chatfuel, Dialogflow, or a comparable no-code/low-code platform that complies with Meta policies and the WhatsApp Business API. I will provide the copy; you wire up the logic, quick-reply buttons, web-hooks, and any necessary third-party integrations (Zapier, Google Sheets, HubSpot, etc.). Acceptance criteria 1. Both bots pass Meta App Review and go live on their respective channels. 2. All listed tasks operate error-free for at least 72 hours under real user traffic. 3. I receive clear handover docs: flow diagrams, fallback rules, and instructions for future edits. Timeline is flexible but I’d like the first testable...
Busco que me diseñen y configuren un ecosistema digital casi autónomo (≈...claro (por ejemplo : Metorik, Google Data Studio o similar) para leer resultados y decidir cambios de campaña. • Toda la documentación del negocio organizada en mi Google Drive; el sistema debe almacenar reportes y plantillas allí de forma automática. Acepto propuestas que incluyan integraciones probadas de aplicaciones Shopify, herramientas de automatización de marketing (p. ej. Klaviyo, Zapier) y cualquier solución que mantenga la operación en piloto automático sin sacrificar la experiencia del cliente. Entrego acceso a Drive y cuentas publicitarias; espero un entorno funcional que pueda replicarse a otros nichos con m&...
I need two conversational AI agents—one powered by Claude, the other by ChatGPT—trained and connected to my existing tool-stack so they can take over day-to-day marketing execution. Scope of work • Social media management: schedule, post, and monitor engagement on Facebook...hallucinated facts; all external claims must reference a cited source. – Error-free WordPress posts with featured image, tags, and SEO meta fields populated. – Social posts rendered in native platform previews before queuing. – Campaign metrics (open rate, CTR, follower growth) exported weekly in a simple dashboard. Please tell me the frameworks, APIs, or third-party tools you would connect (Zapier, Make, custom Python scripts, etc.) and show examples of similar age...
...personalised copy generation to scheduling, sending and basic analytics. • Manage our social media presence with auto-generated posts, simple scheduling and performance tracking. • Proactively search for suitable prospects, initiate outreach, nurture conversations and, where possible, close the deal or book in-person meetings for me to attend. If you’ve worked with tools such as OpenAI, LangChain, Zapier, GPT-powered chat flows or similar stacks and can wire them up to standard email, CRM and social platforms, that’s ideal. Clean, well-documented code and a quick hand-off are important; I want to own and easily extend whatever we build. Deliverables will be accepted when: 1. The website loads on my Hostinger domain with valid SSL. 2. The AI agent c...
...primary inbox). Human Review: I will review the drafts in Outlook, make any final edits, and manually hit "Send." CRM Sync: Once sent from Outlook, the email and any subsequent replies must be automatically logged to the corresponding contact record in HubSpot (via BCC or API). Technical Preferences & Requirements: Stack: Open to solutions using Python, APIs (OpenAI, HubSpot, Microsoft Graph), Zapier, or Make.com. The final product must be reliable and repeatable. AI Tone: The language must be polished, formal, and consistent. The AI must be able to find a credible "milestone" to make the email feel bespoke. Deliverability: The system must be built to protect sender reputation. This includes guidance on warming up the new dedicated email address befo...
...greet visitors, capture their attention and deliver our promo messages in a natural style. 2. Configure triggers for stories, reels, comment keywords or DM keywords so followers automatically receive the right offer at the right time. 3. Add fallback logic so if the customer asks something outside a promo, the bot still replies helpfully or routes to me. 4. Connect any necessary webhooks or Zapier actions for list building and analytics. 5. Test end-to-end inside a staging environment, then go live on the main handle once approved. Acceptance criteria • Conversation flows published in SendPulse with no broken paths • Successful auto-reply when a user types a tracked keyword or reacts to a sticker link • Promotions sent in compliance with Instagram&...
...view logs and health status How to troubleshoot common issues Full mapping and overwrite rules explained in plain English Requirements and experience You must have proven experience with most of the following: GoHighLevel API ServiceM8 API Webhooks, scheduled jobs, and robust integration patterns VPS deployment and basic DevOps Logging, monitoring, and alerting If you also have experience with Zapier, Make, or GoHighLevel workflows, include that in your proposal. Security requirements Firewall and SSH hardening Secrets management approach (no keys stored in plain text) Least privilege access where possible Costs and ongoing costs (must be included) Your proposal must clearly separate: A One off setup cost (fixed price) Includes server provisioning, middleware deployment,...
...our funding solution fits their situation. • Push the drafts into HubSpot (or a comparable CTM platform) so the campaign is ready to go. • Give me an approval queue inside HubSpot where I can quickly read, edit or reject each email before it leaves the system. • Once approved, let HubSpot handle the actual sending and tracking of replies. I’m open to whatever mix of Python, HubSpot API, Zapier, or similar tools you prefer, as long as the process is reliable and repeatable. Please outline: – How you’ll generate the AI copy while locking in a consistently formal tone. – How you’ll trigger the “reply to this email” call-to-action. – How you’ll structure the review step so nothing is sent without my sig...
I’m building a self-serve, AI-driven help desk and n...prompts) that produces high-quality chat replies 90 %+ of the time in a test set of 100 unseen queries. • Integration code or no-code setup that plugs the workflow into Zendesk Chat and triggers within 1-2 seconds. • A quick reference guide so my non-technical team can tweak the system without breaking it. Tools that will probably come into play: OpenAI API, Python (or a no-code alternative like Zapier/Make), vector search for the knowledge base (Weights & Biases, Pinecone, or whatever you prefer), and basic analytics to track response quality over time. If you’ve already built something similar—or have a clever prompt structure that nails tone and accuracy—I’d love to see a shor...
I’m building a self-serve, AI-driven help desk and n...prompts) that produces high-quality chat replies 90 %+ of the time in a test set of 100 unseen queries. • Integration code or no-code setup that plugs the workflow into Zendesk Chat and triggers within 1-2 seconds. • A quick reference guide so my non-technical team can tweak the system without breaking it. Tools that will probably come into play: OpenAI API, Python (or a no-code alternative like Zapier/Make), vector search for the knowledge base (Weights & Biases, Pinecone, or whatever you prefer), and basic analytics to track response quality over time. If you’ve already built something similar—or have a clever prompt structure that nails tone and accuracy—I’d love to see a shor...
...full conversation handling. 5. Set up email reply/forward routing (custom domain addresses forwarding replies into GHL inbox/conversations for seamless CRM). Also include basic inbound email lead capture & parsing (auto-extract name, contact info, message details from incoming emails such as inquiries or vendor updates, then create/update contacts in GHL – via native features, webhook, or simple Zapier/Pabbly if required). 6. Basic Nextdoor integration: Set up outbound webhook or automated posting from GHL workflows (e.g., neighborhood updates/ads related to home services; handle any approval process or API setup if needed). Deliverables: - All features fully tested (send/receive SMS/call on both numbers, Meta leads/chats appear in GHL, email replies route + parse in...
...requerimientos. Proveer documentación clara y soporte técnico cuando sea necesario. Requisitos Técnicos Experiencia desarrollando con APIs REST (idealmente con API). Conocimientos en al menos uno de estos lenguajes/backend: JavaScript/Node.js, Python, o similar. Capacidad para estructurar soluciones técnicas limpias y escalables. Experiencia con herramientas de integración (Webhook, Zapier/Make/Workflows). Generales Capacidad de resolución de problemas y pensamiento lógico. Buenas prácticas de control de versiones (Git). Habilidad para documentar soluciones técnicas. Autonomía y enfoque en resultados. Deseables (no obligatorios) Experiencia previa con proyectos de mensajería omnicanal o cha...
...shareable public link. On submission, the system should redirect to WhatsApp with the filled data in message format (no need for auto-send via API in Phase 1). Users must be able to connect their Google account and select or create a sheet where all responses are stored with proper field mapping. Additionally, each form should have a webhook/API trigger so users can connect it with tools like Zapier, Pabbly, or Make for automation. A simple user dashboard is required where users can create and manage forms, set their WhatsApp number, connect Google Sheets, view submissions, and access webhook links. An admin panel should also be included to monitor users and manage platform usage. The solution must be scalable, secure, and built using a modern tech stack (React / Node / Fireba...
I have a Zapier workflow that produces an AI-generated audit for prospects. The zap branches into two paths—a concise free audit and a more detailed paid version—but both end up in a plain, poorly formatted PDF. What I need is a designer/developer who can take the existing AI output and turn it into a polished, client-ready document. Specifically, the finished PDF should: • follow a clear, professional layout that works for both the free and paid audit paths, • keep fonts, headings, and colour styles consistent throughout, • incorporate my logo • open with a summary page, include a clickable table of contents, and use distinct section headers so readers can navigate easily. The zap already delivers content but is not 100% correct; your tas...
...in Google Drive Connecting onboarding forms to project management tools Automating internal task creation for our team Integrating AI tools (e.g. GPT workflows) into onboarding and research processes This is just the starting point, we want someone who can think strategically about workflow architecture, not just execute isolated zaps. Ideal Candidate Strong experience with tools like n8n, Zapier, Make (Integromat), or similar Comfortable working with APIs where needed Experience with web scraping tools and data structuring Familiar with Google Workspace automation Bonus: Experience integrating AI tools into business workflows Able to jump on Google Meet calls and collaborate live Can explain decisions clearly and suggest scalable solutions Engagement We’re lo...
I have an add-on item in Eventbrite that must automatically create a corresponding order in my Shopify store every time it is purchased. Using Zapier as the bridge, I need a webhook that: • Listens specifically to the “When an item is purchased” event on Eventbrite (the add-on item only). • Passes customer information, the item’s full details, and the exact purchase date/time into Shopify. • Creates a normal Shopify order and—once that order is logged—triggers Shopify’s native confirmation email to the buyer and reduces the product’s inventory count accordingly. You’re free to build the flow entirely within Zapier or supplement it with a small custom webhook script if that’s cleaner, as long as the out...
I’m reorganising my equipment-maintenance and rental company and need ClickUp configured as a stop-gap CRM and workflow manager while the full 120-page master system is being built. I would like to have an expert work with me online and I provide immediate feedback to remove the delays of waiting on my responses. In ClickUp I want spaces, folders and ...and dashboards that reflect our current processes. • Automations and integrations tested end-to-end so data flows smoothly between ClickUp and the three external systems listed above. • A short loom or PDF walkthrough documenting the structure and any maintenance tips for my staff. If you have deep experience building ClickUp-based CRMs and setting up integrations through the native API or Zapier/Make, I&rsq...
I need a or Zapier specialist to wire up a lightweight AI chatbot flow that plugs directly into my customer service platform. The goal is to reduce repetitive work by letting the bot: • Respond to FAQs with clear, pre-approved answers • Gather key customer information (name, email, order number, issue summary) and pass it into my help-desk workspace in real time Here’s what I’m after: 1. A simple, maintainable Zap or Make scenario that connects the chatbot (OpenAI or similar) to the chosen customer service tool. 2. Structured mapping of the captured data to the correct fields so my team sees everything in one ticket thread. 3. A short read-me or Loom walkthrough showing how the automation is configured and where to tweak replies or routing rules l...
...execution across multiple client accounts. This is an execution role only, not strategy, copywriting, or design. What you’ll do - Set up and schedule campaigns and flows in platforms such as Mailchimp, Klaviyo, HubSpot, ActiveCampaign, or Constant Contact - Load provided templates from Canva or BEEFree and apply final copy - Create forms, embed codes, and connect basic integrations, native or Zapier - Set audiences, timing, sender details, and exclusions - QA links, personalization, and formatting - Confirm setup details in Slack before anything goes live Requirements - Hands on backend experience in at least two email platforms - Experience with forms, embeds, and integrations - Strong attention to detail and able to follow checklists Availability - Consiste...
I’m reorganising my equipment-maintenance and rental company and need ClickUp configured as a stop-gap CRM and workflow manager while the full 120-page master system is being built. I would like to have an expert work with me online and I provide immediate feedback to remove the delays of waiting on my responses. In ClickUp I want spaces, folders and ...and dashboards that reflect our current processes. • Automations and integrations tested end-to-end so data flows smoothly between ClickUp and the three external systems listed above. • A short loom or PDF walkthrough documenting the structure and any maintenance tips for my staff. If you have deep experience building ClickUp-based CRMs and setting up integrations through the native API or Zapier/Make, I&rsq...
...migration processes from legacy systems to our newest products using internal tools, including Excel manipulations and import/export applications. • Custom Application Configuration: Utilize internally developed tools to configure and deploy custom jobs, execute client-specific logic, schedule tasks, and ensure data integrity. • Integrations & Automation: Construct and manage automation pipelines (n8n, Zapier, Make) to deliver custom logic, integrations, and data flows between our systems and external software. • Client & Stakeholder Collaboration: Act as a liaison between developers and non- technical stakeholders (Customer Success Managers, clients), translating business needs into technical requirements and solutions. • Technical Support: Provide ...
Trigger: Detect new bookings in TidyCal. Action: Automatically create Client/Project in Dubsado. Workflow: Connect to Dubsado workflow to trigger contract/invoice sending. Testing: Verify data mapping (Name, Email, Date) is correct.
I need an integration that keeps invoices fully aligned between HubSpot and Xero in both directions, updating instantly whenever a ...manual refresh. • Duplicates are prevented through reliable ID mapping. • A simple audit log or dashboard shows the last run, success messages, and any errors with clear retry options. • I receive concise setup documentation so I can reconnect the integration if API keys change. I am open to your preferred method—native APIs, a lightweight serverless function, or a low-code connector such as Zapier, Make, or Workato—as long as it meets the real-time requirement and can scale with volume spikes at month-end. Let me know your proposed approach, estimated timeline, and any past projects that prove you can keep HubSpot...
...Holiday tracking The second piece is a simple, manager-approved leave system. Employees submit a request, line managers approve or decline, and everyone sees the outcome on a shared schedule or calendar view so clashes are obvious. Ideally the same board (or a connected one) will keep an updated allowance balance per person that links back to the onboarding data. Tools & approach I’m not tied to Zapier, Integromat, or Power Automate—I currently use none—so native automations or whatever lightweight integration you recommend is fine as long as it stays reliable and easy to maintain. Deliverables • Configured boards, forms, statuses, and automations • Live PandaDoc template connection and test contract sent • Holiday request workfl...
...custom script. My current stack shortlist is Twilio for the WhatsApp Business API endpoint, Zapier for no-code workflow orchestration, and WATI for template management and opt-in handling. I’m open to your advice on which combination (or single platform) will keep the monthly costs reasonable while still giving me reliable delivery rates and template approval. Here’s how I picture the job: 1. You assess my existing WhatsApp Business account, explain any Facebook Business Manager prerequisites, and guide me through number verification if needed. 2. You configure Twilio (or WATI, if more suitable) so I can upload approved message templates and legally compliant opt-in language. 3. Within Zapier, you build the flows that watch a Google Sheet or webhook, t...
...subtitles, branding Generates captions + hashtags using AI Posts automatically to: Instagram Reels YouTube Shorts Logs all published content in a tracking sheet The system should reduce manual editing and posting effort by 80%. END-TO-END WORKFLOW REQUIREMENT STEP 1: Trigger Folder: Google Drive → /Raw Videos When a new video is uploaded → workflow auto-triggers Tools to consider: / Zapier / n8n Google Drive API Webhooks STEP 2: AI Video Processing Requirements: Convert to 9:16 vertical (if needed) Auto-trim silence / remove fillers (if possible) Add: Dynamic subtitles (burned-in captions) Hook text in first 3 seconds Brand watermark/logo Background music (optional) AI Editing Tools (freelancer to suggest best stack): CapCut API RunwayML Descri...
...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)...
...project delivery. Scope of work • Build the workspace architecture—Spaces, Folders and Lists that map cleanly to our business processes. • Configure task assignments, custom workflows and rule-based automations so recurring tasks run hands-free. • Enable project management views by setting up Timeline, Gantt and dependency tracking. • Connect ClickUp with our RedTail CRM (native option or Zapier/Integromat—whichever delivers the most reliable two-way sync). • Deliver two live training sessions (recorded for later reference) that walk the team through best-practice usage, dashboards and reporting. • Provide light, on-call support during our first month of adoption to answer questions and help us fine-tune. Acceptance criteria...
...cualificar y agendar leads (y derivar a humano cuando toque). Quiero un sistema ordenado, escalable y documentado, con integraciones (Sheets/CRM vía Make o Zapier) y métricas básicas. 1. Entregables clave: - Arquitectura: tags, custom fields, segmentos y reglas. - Flujos IG + WhatsApp: bienvenida, cualificación, FAQ, agendamiento, seguimiento, handoff a humano. - WhatsApp: templates + buenas prácticas (opt-in/compliance). - Integraciones: Google Sheets / CRM + envío de eventos/datos. - QA + documentación + video Loom explicando cómo operarlo. 2. Para postular (obligatorio) - 2–3 ejemplos reales (capturas o Loom). - Qué herramienta usas (Make/Zapier) y qué CRMs integraste. - Tarifa y disponibili...
I consult for a healthcare group and need our ClickUp space transformed into a set of purpose-built workflows that handle • referral management • insurance authorization management • patient group attendance management The goal is to move these processes out of spreadsheets and email threads and into ClickUp task...triggers. • Tasks auto-populate required custom fields and subtasks without manual setup. • AI actions help review and classify tasks as they are created, including review of attachments. • No task reaches a “stalled” status without an assignee and next action. If you’ve built healthcare-focused ClickUp solutions before—or have strong automation chops with ClickUp’s native tools, Make, or Zapier&mda...
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