Zapier jobs

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...

...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...

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...

...Accounting Ledger, and Reporting/Audit. Incoming and outgoing ACH transfers are initiated or received through orchestration tools and recorded in real time within the accounting platform. 4. Technology Stack (Recommended) • Banking: Mercury / Chase (Business), Schwab / Ally (Personal) • ACH Orchestration: Dwolla or Stripe Treasury • Accounting: QuickBooks Online • Automation Layer: or Zapier • Optional AP/AR: or Tipalti 5. Transaction Labeling Standard All transactions must include a structured code in the ACH memo or metadata field using the following format: [ENTITY]-[TYPE]-[ID]-[PERIOD]. This enables deterministic categorization and audit reconstruction. 6. Accounting Structure • Clearing Accounts: Policy Loan Clearing, Investor Clearing, Payro...

I am seeking a social media/IT expert to build a custom-branded landing page that acts as the primary gateway for a monetised community spanning Telegram, WhatsApp, TikTok & Facebook. Aiming for a unified member experience where recurrent subscription payment grants automated access ...Integrated entry via MemberSpace or Groupboss. TikTok Lifecycle Management: Automate removal from Telegram/WhatsApp upon subscription cancellation or payment failure. Set up a Customer Portal (e.g., via Stripe Billing) so users can manage their own subscriptions without manual support. Required Skills: Expertise in UI/UX landing page design and mobile responsiveness. Advanced automation skills using Zapier, , or Latenode. Understanding of API integrations for social platforms and payment gat...

...client work white-label (you stay invisible). This is ongoing work at 10–20 client projects per month. Each job is quoted and paid through Freelancer milestones. What you’ll do (scope varies per client) You must be able to handle any common website + automation stack, including (but not limited to): Websites: Webflow, WordPress, Shopify, Wix, custom builds, landing pages, CRO fixes Automations: Zapier, Make, GoHighLevel, CRMs, email/SMS follow-up, Stripe payments/deposits, booking systems, webhooks/APIs, lead capture, review requests, reporting Typical builds include: lead → CRM → follow-up sequence → booking/deposit → review engine → handover documentation Non-negotiables (must follow every time) Agency only (AU-based business) White-l...

Please check the detailed milestone plan with dates and estimates: Milestone 1— CMS A...Integrations COST - £400 GBP Dates: 23 Feb → 03 March Estimated Hours: 22 hrs Includes: WhatsApp routing (hall-first → city fallback) Dynamic success page population External ticket links (Fixr/Fatsoma) Mobile-first refinements Performance optimisations Milestone 4 — Airtable + Testing + Final QA COST - £300 GBP Dates: 05 Mar →12 Mar Estimated Hours: 18 hrs Includes: Airtable Leads base setup Make/Zapier integration Duplicate flag logic UTM tracking Funnel submission testing across all cities/unis/halls Final fixes and admin guide TOTAL TIME ESTIMATE - 90 HOURS TOTAL COST ESTIMATE - £1500 GBP NOTE - ANYTHING APART FROM THE ABOVE-MENTIONED SCOPE WI...

...price comparisons. - Timeline: 1–3 months part-time (flexible around your schedule). - Budget: $1,000–$3,000 (based on experience; includes milestones). **Required Skills:** - Proficiency in no/low-code platforms (e.g., , Adalo, or similar). - AI integration (e.g., Grok APIs for personalized suggestions). - Web scraping/APIs for cost comparison (e.g., Python/BeautifulSoup via Zapier). - Basic frontend/UI design (user-friendly quiz forms, output reports). - Knowledge of compliance (GDPR, disclaimers; experience with health/edtech apps a plus). - Optional: SEO/marketing setup, affiliate integrations. - Strong English communication; available for weekly check-ins (I'm in Dallas, TX—US time zones preferred). **Scope of Work (Detailed Game Pl...

I’m looking for a technical freelancer to design and imp...freelancer to design and implement a reliable ChatGPT automation system using the OpenAI API. The goal is to capture tasks, notes, and decisions via text or voice and automatically push them into my task system (Apple Reminders preferred, or a robust alternative). This is an automation and systems build, not prompt writing. Key requirements • OpenAI / ChatGPT API experience • Workflow automation (Zapier, Make, webhooks, or similar) • Structured outputs (JSON), error handling, and documentation • Mobile-first thinking (fast, low-friction use) Deliverable • Working automations • Basic documentation so I can maintain and extend it Nice to have • iOS Shortcuts or voice workflow...

...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...

...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 ...

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 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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...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...

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...

... 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...