Zapier Freelance Jobs

Let me know a rough cost for the work involved.

Will probably need to use either zapier or Make.com to pull the required information from each site.

I take orders on my shopify website.

I have shopify send the order details to Clickup via the notifications feature.

I need to create a picking list in Clickup for orders on my website.

I could use the picking list document that's created in shopify, however half the items that i sell are kits, and shopify doesn’t create a picking list for items in the kit, it just lists the kit itself.

I was going to create a document or database that lists the components required for each kit SKU.
However the SKU only shows the size, type and amount of components in a kit.
It doesn’t distinguish between the colour combinations.

For example
https://proguardgutterprotection.com.au/products/gutter-guard-kit-for-corrugated-roofing

On the product page the customer chooses the dropdown boxes
Roof colour ( 23 different selections)
Gutter Colour ( 23 different selections)
Width 200, 250, 330
Length 5, 10, 15, 20, 25, 30, 35, 40, 45, 50 will be adding more lengths

Kit components are
Mesh, 1 type, 3 different widths and 23 different colours (mesh colour defined by the roof colour selection )

Saddles 2 types, 1 size and 23 colours (Saddle colour defined by the roof colour selection )

Trims 3 sizes and 23 colours (Trim colour defined by the gutter colour selection )

Screws 2 sizes and 23 colours (Screw colour defined by x amount of the roof colour selection and x amount by the gutter colour selection )

A typical kit SKU code will look like CK-250x30.
The C distinguishes the type of saddles
The K indicates that it's a kit
The 250 number is the width
The 30 is the length

I can create a document, spreadsheet or even a database that shows the amount required for a certain SKU
Eg SKU ck-250x30 would say

Mesh 250 mm x 30 metre
Corro Saddles x 3
Trims 10 metre pack x 3
Saddle Screws x 210
Trim Screws x 150

I need the picking list to show this information taken from the SKU document, and add the corresponding colours chosen in the customers order as well.eg

( Roof colour ) Mesh 250 mm x 30 metre
( Roof colour) Corro Saddles x 3
(Gutter Colour) Trims 10 metre pack x 3
( Roof colour ) Saddle Screws x 210
( Gutter colour ) Trim Screws x 150

I also need the other items that aren’t kits added to the same picking list as well.

I also need Automatic sub tasks added to the order in Clickup if possible..
Sub categories would include things like "Inventory adjustment" and "fulfilment marked off" in shopify.

I will go through the fulfilment process and please let me know if there's anything that you think can be done to automate it even further.

I take orders on my shopify website.

I have shopify send the order details to Clickup via the notifications feature.

Order appears in Clickup with sub tasks “inventory Adjustment” “Marked fulfilled in shopify” “ send customer tracking”

Order shows picking list in Clickup
I make any edits necessary to picking list.

I create an email message in that Clickup order, and cut and paste the custom email for that Clickup order into the message, so that the reply from the fulfilment centre attaches directly to that order in Clickup.
Send that email via Clickup to the fulfilment centre with Attached picking list.

Fulfilment replies via email stating ready for postage with packaging size weight etc.

I log in and book courier via starshippit-shopify app or another outside courier website.
I send shipping labels via clickup order back to fulfilment centre.

I usually update the status on the orders as i go.
Current statuses
Orders to do
Awaiting payment
In house fulfilment
Sent to logistics / fulfilment
Picked up
Delivered
Cancelled
Completed

If you have strong leadership skills AND you are incredibly organized, process-driven, and good with data/spreadsheets/tracking... this could be your dream job.

My name is Richard Yu, and I am an Online Business Coach. You can find me on Instagram and YouTube.

Wanting to support a company that helps ordinary people to build their own online e-learning business?

We have the vision for our ops manager to grow into our Chief of Operations one day... so we're looking for strong leadership potential, as well as tech, project management and administrative skills.

Experienced in: Excel/Sheets, ClickFunnels, ActiveCampaign, Zapier, GSuite and all-around problem solving 🙂
EST hours.
Completely remote.
Comp negotiable, based on experience.

We are seeking a detail-oriented and proactive Virtual Assistant to join our team. The ideal candidate will help manage our coaching program by handling client interactions, scheduling, and setting up client systems. This role requires excellent organizational skills, strong communication abilities, and proficiency in using Slack, GoHighLevel (GHL), and Zapier.

Responsibilities:

Assist in managing client communications and interactions
Schedule appointments and manage the coach's calendar
Set up and maintain client management systems
Track and follow up with client progress and feedback
Coordinate with clients to ensure smooth onboarding and participation in the coaching program
Handle administrative tasks such as email management and document organization
Provide general support to ensure the efficiency and effectiveness of the coaching program
Requirements:

Proven experience as a Virtual Assistant or relevant role
Strong organizational and time management skills
Excellent communication skills, both written and verbal
Proficiency in using Slack, GoHighLevel (GHL), and Zapier
Ability to work independently and manage multiple tasks simultaneously
Attention to detail and problem-solving skills
Experience in the coaching or consulting industry is a plus

Job Title: IT Automation Specialist
Location: Houston, TX (Remote work considered)

About Us:
Stately Marketing is a dynamic and innovative digital social media marketing agency based in Houston, TX. We specialize in creating high-quality video, photo, and graphic content, running targeted ads on various platforms, and offering comprehensive social media management services. Our goal is to help service-based businesses achieve their marketing objectives through creative and strategic content. We are looking for an IT Automation Specialist to join our team and streamline our business processes using automation tools.

Job Summary:
The IT Automation Specialist will be responsible for designing, implementing, and maintaining automation workflows to optimize our business processes. The ideal candidate will have a strong background in using automation tools such as Zapier, Make, and integrating various business applications including Notion, Slack, PandaDoc, Google Docs, Gmail, and Frame.io. This role requires a proactive and detail-oriented individual who can identify opportunities for automation, develop solutions, and ensure seamless integration across our systems.

Key Responsibilities:
Design and Implement Automation Workflows:

Develop and maintain automated workflows using tools like Zapier and Make.
Connect and integrate applications such as Notion, Slack, PandaDoc, Google Docs, Gmail, and Frame.io to streamline business processes.
System Integration:

Ensure seamless integration between various business tools and applications.
Troubleshoot and resolve any integration issues that arise.
Process Optimization:

Identify opportunities for process improvements and automation within the business.
Collaborate with different teams to understand their workflow needs and develop customized automation solutions.
Documentation and Training:

Document automation processes and workflows for future reference and training.
Provide training and support to team members on using automated systems and workflows.
Monitoring and Maintenance:

Monitor the performance of automated workflows and systems to ensure they run smoothly.
Perform regular maintenance and updates to automation scripts and tools.

Figma Form to Webflow where we utilize Zapier to get Form Data into our CRM.

Hi, I need someone to finish setting up my zapier and discord integration.

I need it to send a message to all new users that join.

I just have one step wrong, it’s sending the bot message to me when a new user joins instead of to the new member. I don’t know how to fix it.

It should literally take 5-10 minutes for someone who knows how to use Zapier.

About Us:
Duo Digital (https://www.goduo.co/) is a marketing agency that primarily works with home service companies. Think roofing, solar, remodeling, moving, etc.

We are seeking a talented Paid Media Manager to join our team, focusing on managing and optimizing paid media campaigns for our diverse client base.

Role Overview:
As a contract Paid Media Manager, you will be responsible for setting up and managing campaigns across Google Ads and Facebook Ads platforms. Your role will involve creating and optimizing client campaigns end to end (conversion tracking, campaign set up, optimization, reporting.)

You will work closely with clients and your account manager to communicate campaign performance and provide strategic recommendations for improvement. \

Key Responsibilities:
- Set up and manage Google Ads and Facebook Ads campaigns for clients.
- Develop and optimize lookalike audiences and conversion tracking.
- Create and maintain performance reports, updating weekly trackers.
- Utilize Google Sheets to analyze data and track campaign performance.
- Set up offline conversions using Zapier.
- Communicate effectively with clients, providing clear and transparent updates on campaign performance.
- Collaborate with the team to develop and implement strategies for campaign improvement.
- Manage multiple client accounts, ensuring high-quality service and performance.

Skills and Requirements:
- Expertise in home service advertising is a HUGE plus (solar, roofing, construction, moving)
- Expertise in Google Ads: Proven experience in setting up and managing campaigns.
- Experience with Facebook Ads: Ability to create and optimize campaigns.
- SaaS experience: Preferred experience working with software companies.
- Analytical Skills: Proficiency in Google Sheets for data analysis.
- Zapier Knowledge: Experience with setting up offline conversions.
- Client Communication: Strong interpersonal skills and ability to communicate effectively with clients.
- Understanding of US Home Service Businesses: Knowledge of the industry and lead acquisition strategies.
- Reporting Skills: Ability to create detailed and insightful performance reports.
- Organizational Skills: Ability to manage multiple clients and campaigns simultaneously.
- Full-Time Availability: 20-40 hours per week, depending on client load.

If you are a results-driven individual with a knack for paid media and a passion for helping local businesses grow, we encourage you to apply. Join us at duo Digital and be a part of our fast-growing team!

Zapier expert that has experience in setting up Google Ads Offline Conversion Tracking.

Hey You!

Yes, you, the one who's been secretly automating your household chores and winning secret tech battles at work. We see you. And we need you.

Who Are We?

We’re Remotual, a team of exceptional virtual assistants who excel at getting things done. But, let's face it—there’s a ton of repetitive, soul-sucking tasks out there. We want to break free and we need your AI wizardry to make us the first AI-first VA service on the planet.

What’s the Gig?

We’re on the hunt for an AI/Automation Specialist who doesn’t just talk the talk but has walked the walk. You’ll dive into our systems, pinpoint inefficiencies, and then… automate the heck out of them. You’ll propose, build, and implement mind-blowing AI systems that leave our competition in the dust.

What You’ll Do:

Conduct an audit of our existing processes and systems. Sherlock Holmes style.
Propose AI solutions that make our current operations look like they belong in the Stone Age.
Design, build, and deploy AI systems that automate repetitive tasks.
Work your magic to enhance our overall efficiency and productivity.
Showcase your portfolio of actual automations that you’ve built and implemented. No fluff, just the real stuff.
Be our go-to expert on all things AI and automation tools. If it’s out there, you’ve tested it.
Integrate APIs to seamlessly connect various systems and processes.
Required Expertise:

Proven track record of building and implementing AI automation systems. Show us your masterpieces!
Deep knowledge of AI tools and automation technologies. If it exists, you know it.
Expertise in API integrations to create seamless workflows.
Ability to think outside the box and bring a subtle sense of humor to your work.
A visionary who’s not afraid to challenge the status quo.
Someone who wants to be part of something revolutionary.
Tool Stack:

AI: OpenAI/ChatGPT, LLaMA, Claude, Perplexity, and others.
Integrations/Automation: Zapier, Make.com, and others.
AI Tools: Bland.ai, HeyGen, Cartesia.ai, and others.
Example Automations & AI Systems:

Build an AI Chatbot:

Tool Stack: OpenAI/ChatGPT, Claude.
Screening Question: Describe a chatbot you've built and the tools you used.
Build AI-Powered Video Creation:

Tool Stack: HeyGen, Cartesia.ai.
Screening Question: Share an example of an AI video creation tool you've developed or worked with.
Build a Local Language Model Based on Textual/Audio/Video Content:

Tool Stack: LLaMA, Perplexity.
Screening Question: How have you used local language models to create content? Provide specifics.
Create an AI Social Media Content Generator:

Tool Stack: OpenAI/ChatGPT, Zapier.
Screening Question: Explain a project where you automated social media content generation.
Create a Lead Generation Machine:

Tool Stack: Make.com, OpenAI/ChatGPT.
Screening Question: What tools and techniques have you used to build an automated lead generation system?
Why Join Us?

Be part of the coolest AI-first VA service in the making.
Flexibility to work from anywhere in the world.
A team that values innovation, creativity, and a good laugh.
Competitive compensation that rewards your brilliance.

How to Apply:

Skip the traditional resume. Send us your portfolio showcasing your AI automation projects. Share the stories behind your best work. Let us see your passion, creativity, and humor in action.

Ready to make history? Apply now and let’s revolutionize the VA world together.

I am having trouble creating a Zap in Zapier to link ManyChat to Kajabi. I know this only takes minutes for people who really know what they're doing.

I'm seeking a professional who can facilitate the seamless integration of Xero with our Shopify partner account.

Key Details:
- Data Import: The project requires the import of both expenses and income data from Xero to Shopify.
- Expense Categorization: The imported expenses need to be categorized by type, date and vendor in our Shopify partner account. The expanses could be ad cost
- Income: I need to import the income and the amount paid by Shopify to my account.
- Import Frequency: The integration should automate the import of expenses and income data on a weekly basis.

Ideal Candidate:
- Proficient in Xero and Shopify Integration : Strong experience with Xero and Shopify integration is crucial for this project. Multiple solution could be used for automation such as direct API, A2X and Zapier or an app within Xero store.
- Automation Expertise: The candidate should be skilled in setting up automated data import processes.
- Attention to Detail: The ability to accurately categorize expenses in the Shopify account based on type, date and vendor is important.
- Time Management: Regular weekly imports are required, so excellent time management skills are a plus.

Skills: Accounting, Shopify, Xero

Law Firm hiring a Project Manager – Integrations Specialist with skillset across the tech board to manage all things tech. The Firm uses Litify (salesforce) for case management, VOIP phones, Microsoft, and looking for ways to streamline and automate the process.

Ideal candidate: will have experience in the areas listed in this posting, Bilingual (with strong English reading/writing), and experience with SEO/Marketing is a plus. Preferably be able to work on Central time between the hours of 9am-5pm.

Key Responsibilities: Enhance efficiency through automation and Zapier to create custom integrations, identifying automation opportunities, designing and integrating workflows, and providing training and support and overseeing additional VA team the Firm is assembling including a salesforce architect and apex dev. Work with VIOP phone systems and other Firm tech to create as an efficient workflow and possible. Additionally, work to create training videos/documents for staff regarding use of Litify.

For ONGOING work up to 40 hours/week to start and possible opportunity for overtime.

HOW TO APPLY
If you have past experience as a virtual assistant and you know you're fit for the job, please send a proposal with your most competitive hourly rate and SHORT summary of what makes you GREAT at being a virtual assistant. Also, answer the following question: 2 + 2 = ?

Job Description:
We are looking for a highly organized and proactive Project Manager who can create and implement a robust project management system from scratch. The ideal candidate will have a strong background in project management, excellent administrative skills, and a knack for creating efficient automations to streamline processes.

Key Responsibilities:

Develop and implement a comprehensive project management system tailored to our agency's needs.
Oversee and manage all phases of project lifecycles, from initiation to completion, ensuring projects are delivered on time, within scope, and within budget.
Perform administrative tasks such as scheduling meetings, managing calendars, and maintaining project documentation.
Create and implement automation solutions to improve efficiency and productivity within the team.
Coordinate and collaborate with cross-functional teams, including designers, developers, and marketing specialists, to ensure project success.
Include the secret codeword: Pineapple in your application
Monitor project progress, identify potential issues, and proactively implement solutions.
Communicate project status, updates, and any changes to stakeholders in a clear and timely manner.
Ensure all projects adhere to company standards and are aligned with client expectations and goals.
Qualifications:

Proven experience as a Project Manager, preferably in a marketing or creative agency.
Strong understanding of project management principles, methodologies, and tools.
Experience in creating and implementing project management systems from scratch.
Excellent organizational and multitasking skills with a keen attention to detail.
Proficiency in project management software (e.g., Asana, Trello, Monday.com) and automation tools (e.g., Zapier, Integromat).
Exceptional communication and interpersonal skills.
Ability to work independently and as part of a team in a fast-paced environment.
Problem-solving mindset with the ability to anticipate and address challenges proactively.
Preferred Qualifications:

PMP or similar project management certification.
Experience with marketing automation platforms and CRM systems.
Familiarity with agile project management methodologies.

URGENT:

I need someone that can help me to automate my pipedrive flow.

1. Parse Email
2. Create Deal in Pipedrive
3. Create Paypal Payment Link
4. Send automated email
5. Check if paypal payment arrived
6. Create Delivery Label connect with API

ZoomPhone can send webhooks to an endpoint of my choosing.

I am building an integration using Zapier. Zapier's webhooks always respond the same way with a 200. https://help.zapier.com/hc/en-us/articles/8496288690317-Trigger-Zaps-from-webhooks#limitations

ZoomPhone requires continual validation by hashing a verification and responding to the webhook.
https://developers.zoom.us/docs/api/rest/webhook-reference/#validate-your-webhook-endpoint

Zapier allows for a "silent response" where there is no response to a caught hook.

I'd like to then create a new response with the proper validation required by Zoom Phone.

We are looking for a skilled Specialist to automate our Standard Operating Procedure for checking data and KYC of new clients. The ideal candidate will have a strong background in automating processes. As a specialist, you will be responsible for designing and implementing automated workflows that streamline the data and KYC verification process, ensuring accuracy and efficiency. The role requires proficiency in programming software such as Zapier, Make, Python or R, .

Relevant skills:
- Knowledge of automation software
- Data extraction
- Analytical and problem-solving skills

Looking for a expert in using Go High Level Marketing Phatform. For all my marketing needs within the scope of the system. Also skills using the many AI Tools now available on the market for YouTube shorts, Make, Zapier, Eleven Labs, Cap Cut,Runway, etc. or your interested in learning about them. If your interested tex me a date and time to jump on a Zoom call to talk details. Craig Collins

Need a candidate to work alongside VA team to support admin needs 2-4 hours/day Mon - Fri.
Need:
Zoom
GoHighLevel
Customer Support
Email/Test Responses to Customers
Canva for simple thumbnails
Kajabi Uploads
ActiveCampaign
Zapier

To start and train would be 2p EST - 5p EST

We are seeking a versatile and detail-oriented Virtual Assistant to join our team. This role is critical in supporting various facets of our business operations, including CRM management, website maintenance, content creation, SEO strategy implementation, and automation integration. The ideal candidate will be proficient in using tools like Figma, Canva, and have a basic understanding of HTML, CSS, JavaScript, PHP, and WordPress for minor bug fixes and maintenance tasks.

Key Responsibilities:

1. CRM Management:
• Enter and update client information in the CRM system, primarily using HubSpot.
• Maintain accurate and organized records of client interactions and project statuses.
2. Revisions and Design Support:
• Assist with revisions of previous work using design tools such as Figma and Canva.
• Collaborate with the design team to ensure high-quality outputs.
3. Website Maintenance:
• Perform routine website maintenance tasks, including fixing minor bugs and implementing updates.
• Assist in managing website content and ensuring it is up-to-date and functional.
4. Technical Support:
• Troubleshoot and resolve minor issues involving HTML, CSS, JavaScript, PHP, and WordPress.
• Provide technical support for website-related queries and issues.
5. Content Creation and SEO:
• Assist in creating engaging content for the website, including blog posts, articles, and other digital content.
• Be willing to learn SEO processes and implementation, with a basic knowledge of SEO being advantageous.
• Implement SEO strategies as outlined in the existing plan to enhance website visibility and search engine ranking.
6. Automation Integration:
• Integrate and manage automations using tools like Zapier to streamline business processes.
• Develop and implement automations to update Notion and ensure seamless operation between Notion and HubSpot.
• Continuously evaluate and optimize automation processes to improve efficiency and productivity.
7. General Administrative Support:
• Provide general administrative support as needed, including scheduling, email management, and task coordination.
• Assist with any other general tasks to support the business operations.

Qualifications:

• Proven experience as a Virtual Assistant or relevant role.
• Proficiency in using Figma and Canva.
• Basic knowledge of HTML, CSS, JavaScript, PHP, and WordPress.
• Experience with CRM systems, particularly HubSpot, and data entry.
• Strong understanding of website maintenance and technical support.
• Excellent content creation skills and a willingness to learn SEO processes.
• Experience with automation tools like Zapier and integrating various platforms.
• Familiarity with Notion for project management and task tracking.
• Strong organizational and multitasking abilities.
• Excellent communication and time management skills.
• Attention to detail and problem-solving skills.

We're looking to automate the process"
- from Email creating records into Airtable,
- opening Dropbox folder with same Title,
- adding documents from Email Attachments into Dropbox respective folders
- Writing a Summary in "Summary" field in Airtable.
- Send notifications / tasks

Provide FIXED PRICE for this project. We will not hire by the hour.

We currently use Webmail, Airtable, Dropbox, Zapier, Make, Bardeen, etc.

# Functional and Requirements Document for WhatsApp API Message Automation Project

## General Description

### Objective
The objective of this project is to automate the sending of messages through the WhatsApp API to automatically assign orders to collaborators. Integration with Glide, Zapier or Make, Google Maps (Distance Matrix), and the WhatsApp API is required.

### Description
The system must calculate the driving distance from the order location to the photographer's location using the Google Maps API or alternatives like Bing Maps. Notifications will be sent first to nearby photographers and then to those farther away if there is no response. The order acceptance functionality should include state changes in Google Sheets and consider variable rates and costs per km.

## Project Phases

### 1. Requirements Submission, Budget Approval, and Contract
- Send this document with detailed requirements.
- Acceptance of the budget by the freelance developer.
- Create the contract on Upwork with the corresponding milestones.
- Implementation proposal by the freelance developer.

### 2. Feature Implementation
- Develop the functionalities described in this document.

### 3. Testing and QA
- Conduct quality and functionality tests.
- Fix any errors and make necessary adjustments.

### 4. Final Validation and Delivery
- Final validation by the client.
- Project delivery and milestone release on Upwork.

## User Stories

### User Story 1
**Description:** As an administrator, I want the system to calculate the distance from the order location to nearby photographers and send notifications first to the closest ones.

**Acceptance Criteria:**
- The system should calculate the distance using Google Maps API or Bing Maps.
- Notifications should be sent first to nearby photographers and then to those farther away if there is no response within 30 minutes.

### User Story 2
**Description:** As a photographer, I want to receive order notifications with "Accept," "Reject," and "Propose another date" buttons to better manage my assignments.

**Acceptance Criteria:**
- Notifications should include "Accept," "Reject," and "Propose another date" buttons.
- Upon acceptance, the system should update the state in Google Sheets and avoid duplications.

### User Story 3
**Description:** As an administrator, I want the system to consider variable rates and costs per km when sending notifications to ensure the correct prices are included.

**Acceptance Criteria:**
- The system should include variable rates and costs per km in notifications.
- Rates should be extracted from Google Sheets and correctly applied to each notification.

## Definition of Done

The project will be considered complete when the following criteria are met:
- The distance calculation and prioritized notification sending work correctly.
- Notifications include "Accept," "Reject," and "Propose another date" buttons.
- The system updates the state in Google Sheets correctly and avoids duplications.
- Variable rates and costs per km are correctly applied in notifications.
- All functionalities described in the user stories are implemented.
- The system passes all quality and functionality tests.
- All source files and necessary documentation are delivered.

## Concrete Steps

### 1. Initial Setup
- Download and review the existing project files.
- Configure the Google Maps API and WhatsApp API keys.
- Test current functionality and review the Google Sheets database.

### 2. Implement Features
- Calculate the distance using Google Maps API or Bing Maps.
- Develop the prioritized notification flow and program the 30-minute timer.
- Implement "Accept," "Reject," and "Propose another date" buttons in WhatsApp notifications.
- Update the state in Google Sheets upon order acceptance and avoid duplications.
- Include variable rates and costs per km in notifications.

### 3. Testing and QA
- Conduct exhaustive testing of all implemented functionalities.
- Document and fix any errors found.

### 4. Validation and Delivery
- Present the completed project for client validation.
- Make final adjustments based on client feedback.
- Deliver the project and release milestones on Upwork.

## Stack / Technologies to Use

- **Frontend:** HTML, CSS, JavaScript
- **Backend:** Node.js, PHP
- **Storage:** Google Sheets
- **APIs:** Google Maps API (Distance Matrix), WhatsApp Business API, Glide API, Zapier or Make
- **Libraries:** Axios, Moment.js
- **Integrations:** Google Cloud, WhatsApp Business API, Glide, Zapier or Make

## Proposed Schedule

### Week 1: Initial Setup
- Configure APIs and review the current state of the project.

### Week 2: Feature Implementation
- Develop the distance calculation and notification flow.
- Implement buttons and state updates in Google Sheets.

### Week 3: Testing and QA
- Conduct exhaustive testing and error correction.

### Week 4: Validation and Delivery
- Final validation, adjustments based on feedback, and project delivery.

## Frequently Asked Questions

1. **Where will the development take place?**
- Development can be done on the developer's local server, but it must be tested and validated on the client's server.

2. **Will access to the necessary APIs be provided?**
- Yes, access to the Google Maps API and WhatsApp Business API keys will be provided.

3. **What happens if errors are found during testing?**
- Errors must be corrected before final delivery. A support period will be included to resolve any post-delivery issues.

## Important Considerations

- **WhatsApp Message Template:** Define the WhatsApp API message template.
- **Assignment Verification:** Define the system to know if an order has been accepted and assigned to avoid duplications.
- **Notification Priority:** Define the protocol to send notifications first to priority photographers.
- **Specific Services:** Define how to handle orders for specific services that not all photographers perform.
- **Cancellations and Reassignments:** Define the flow for handling orders that are canceled and re-uploaded to the database.
- **Special Rates:** Define how special rates for each photographer for different services are applied.

This document will provide the freelance developer with the clarity and details needed to complete the project effectively and efficiently.

## Current State
**Phase 1:** [Link to Phase 1](https://drive.google.com/file/d/1AjYpO8PDF_ca2Luw_8bfcjQgrFy1SryV/view?usp=drive_link)

**Phase 2:** [Link to Phase 2](https://drive.google.com/file/d/1xcXB0o-PFNZqqr_Uo92Axk9ji9ZBhwVy/view?usp=drive_link)

Skills: Web Scraping, Google Maps API, API, Process Automation, Make.com

About Us:
We are seeking a seasoned expert in GoHighLevel with over 4 years of experience to join our team as a Virtual Assistant. The ideal candidate possesses a proven track record of success on this platform and is capable of providing case studies or testimonials during a Zoom call to demonstrate their capabilities.

Job Description:
As a Virtual Assistant specializing in GoHighLevel and other platforms, you will help our clients leverage the power of their brands by offering comprehensive services across various functionalities. Your expertise will support high conversion sales funnels, website design, online courses, marketing automation, and more.

Key Responsibilities:

GoHighLevel Expertise:

High Conversion Sales Funnel Creation
Website Design and Maintenance
Blog Integration
Domain & Subdomain Integration
Snapshot Setup
Client Portal Configuration
Online Course Setup
Software Integration
Community Creation
SEO Optimization
GoHighLevel Reselling
Membership Website Design
Responsive Web Design
Email Workflow Automation & Sequences
WordPress Website Design and Integration Hosted on GoHighLevel
Marketing Automation
Email Configuration & Marketing
SMS Marketing
Phone Number Integration
Social Media Automation
Booking & Scheduling
Calendar Integration
Reminders Automation
Payments & Invoicing
Online Payments & Gateway
Invoicing
Review Generation
White Labeling
E-commerce Functionality
Pipeline Management
Content Creation for Websites
Live Chat Integration
WhatsApp Integration
Map Integration
Fast-Loading Website Optimization
Bug Fixes
Graphics Design Using Canva
Kajabi Expertise:

Kajabi Coaching & Consultation
Kajabi Website Design / Redesign
Sales Funnels
Domain Integration
Online Course Creation
Course Drip Setup
Email Marketing & Automation
Zapier Integration
Membership Setup
Checkout Design
Blog Integration
Social Media Integration
E-commerce Store Setup
Podcast Setup
Affiliate Setup
Sales Page Design
Manage Refunds, Coupons, and Discounts
ClickFunnels Expertise:

Webinar Funnel Creation
Email Marketing & Automation
Sales Funnel Creation
Membership Setup
Affiliate Setup
Workflow Setup
Community Setup
Assurances:

Fast Delivery
Quick Responses Even After Delivery
100% Website Setup and SEO Optimization
Excellent Communication Skills
Access to a Team of Developers for Quicker Project Timelines
Converting Copies or Content Written for Websites
Qualifications:

Proven experience with GoHighLevel, Kajabi, ClickFunnels, and other related platforms.
Strong understanding of sales funnels, website design, marketing automation, and related functionalities.
Excellent written and verbal communication skills.
High level of accuracy and attention to detail.
Ability to manage multiple projects and meet deadlines.
Benefits:

Flexible working hours
Competitive compensation based on experience
Opportunity to work on diverse and exciting projects
Remote work environment
How to Apply:

If you are interested in leveraging your expertise to power our clients' brands, please submit your resume, a cover letter detailing your relevant experience, and any references to [email address]. Please include "Virtual Assistant - GoHighLevel Expert & Multi-Platform Specialist" in the subject line of your email.

We look forward to receiving your application and potentially welcoming you to our team!

[PLEASE SEE ATTACHED DOCUMENT FOR FULL REQUIREMENTS]

We are a mobile app and website development agency seeking a skilled Project Manager to streamline our operations. The ideal candidate will implement and integrate a suite of project management, collaboration, and financial tools to enhance efficiency and collaboration.

Key Responsibilities:

Implement and configure Asana as the primary project management tool.
Integrate Asana with Slack, Google Drive, Xero, and PandaDoc for seamless workflow.
Develop and implement customised Asana project templates for mobile app and website development.
Train the agency team on the effective use of the implemented tools.
Optimise project workflows for maximum efficiency and productivity.
Required Skills and Experience:

Proven experience in project management, ideally within the web or mobile development industry.
In-depth knowledge of Asana, Slack, Google Drive, Xero, PandaDoc, and Zapier functionalities.
Ability to design and implement efficient project workflows.
Excellent communication, training, and interpersonal skills.
Project Scope:

Implement and configure project management tools.
Create Asana project templates.
Train the agency team on tool usage.
Optimised project workflows for efficiency.
Deliverables:

A fully integrated project management system.
Customised Asana project templates.
Trained agency team.
Documented project management processes.

I am having trouble creating a Zap in Zapier to link ManyChat to Kajabi. I know this only takes minutes for people who really know what they're doing.

I'm seeking a professional to refine my current PPE inventory Microsoft Excel file and integrate it with Jotform and Zapier for seamless order processing and stock level updates.

Key Responsibilities:
- Refine an existing, somewhat structured Excel file
- Set up Jotform for order processing
- Use Zapier to automate updating stock levels and last modified dates

Ideal Skills:
- Proficient in Microsoft Excel
- Experience with Jotform and Zapier
- Strong organizational skills for refining Excel structure

Please note, the Excel file is stored on my OneDrive.

Skills: Excel, Software Architecture, Visual Basic for Apps, Data Integration, Zapier

I'm seeking a professional to refine my current PPE inventory Microsoft Excel file and integrate it with Jotform and Zapier for seamless order processing and stock level updates.

Key Responsibilities:
- Refine an existing, somewhat structured Excel file
- Set up Jotform for order processing
- Use Zapier to automate updating stock levels and last modified dates

Ideal Skills:
- Proficient in Microsoft Excel
- Experience with Jotform and Zapier
- Strong organizational skills for refining Excel structure

Please note, the Excel file is stored on my OneDrive.

Skills: Excel, Software Architecture, Visual Basic for Apps, Data Integration, Zapier

Job Description:
We are in search of a Zapier Integration Specialist with exceptional skills and a proven track record in automating workflows and integrating various platforms to streamline business processes. This role is pivotal in enhancing our operational efficiency, focusing on integrating Salesforce CRM, Gmail, Hellosign, our website, Lead Automation, and Launch Control. If you are an expert in crafting sophisticated Zapier workflows that connect and automate complex systems, we invite you to join our team.

Responsibilities:
System Integration: Design and implement robust Zapier integrations connecting Salesforce CRM, Gmail, Hellosign, our website, Lead Automation, and Launch Control.
Workflow Automation: Create automated workflows that improve efficiency and accuracy across business operations.
Problem-Solving: Identify integration challenges and develop solutions to enhance system interoperability and performance.
Process Optimization: Continuously evaluate and optimize integration workflows to support business scalability and agility.
Documentation and Training: Develop comprehensive documentation for implemented integrations and workflows. Provide training to team members on utilizing automated processes effectively.
Collaboration and Communication: Work closely with various departments to understand their process automation needs and deliver tailored Zapier solutions.
Quality Assurance: Perform rigorous testing of integrations and workflows to ensure reliability, efficiency, and error-free operation.

Qualifications:
Extensive experience with Zapier, including a deep understanding of its capabilities, limitations, and best practices for integrations.
Proven track record of successful integration projects involving Salesforce CRM, Gmail, Hellosign, and other specified tools.
Strong problem-solving skills and the ability to think analytically.
Exceptional attention to detail, ensuring accuracy and efficiency in workflow automation.
Excellent time management and punctuality, with a history of meeting or exceeding project deadlines.
Strong communication skills, capable of explaining complex integrations to non-technical team members.
Experience in process optimization and a keen eye for identifying opportunities to enhance business operations through automation.

Job Description:
We are in search of a Zapier Integration Specialist with exceptional skills and a proven track record in automating workflows and integrating various platforms to streamline business processes. This role is pivotal in enhancing our operational efficiency, focusing on integrating Salesforce CRM, Gmail, Hellosign, our website, Lead Automation, and Launch Control. If you are an expert in crafting sophisticated Zapier workflows that connect and automate complex systems, we invite you to join our team.

Responsibilities:
System Integration: Design and implement robust Zapier integrations connecting Salesforce CRM, Gmail, Hellosign, our website, Lead Automation, and Launch Control.
Workflow Automation: Create automated workflows that improve efficiency and accuracy across business operations.
Problem-Solving: Identify integration challenges and develop solutions to enhance system interoperability and performance.
Process Optimization: Continuously evaluate and optimize integration workflows to support business scalability and agility.
Documentation and Training: Develop comprehensive documentation for implemented integrations and workflows. Provide training to team members on utilizing automated processes effectively.
Collaboration and Communication: Work closely with various departments to understand their process automation needs and deliver tailored Zapier solutions.
Quality Assurance: Perform rigorous testing of integrations and workflows to ensure reliability, efficiency, and error-free operation.

Qualifications:
Extensive experience with Zapier, including a deep understanding of its capabilities, limitations, and best practices for integrations.
Proven track record of successful integration projects involving Salesforce CRM, Gmail, Hellosign, and other specified tools.
Strong problem-solving skills and the ability to think analytically.
Exceptional attention to detail, ensuring accuracy and efficiency in workflow automation.
Excellent time management and punctuality, with a history of meeting or exceeding project deadlines.
Strong communication skills, capable of explaining complex integrations to non-technical team members.
Experience in process optimization and a keen eye for identifying opportunities to enhance business operations through automation.

Nous recherchons un expert en automatisation et en paramétrage de Monday.com pour nous aider à optimiser nos processus de gestion de projet. Notre objectif est d'améliorer l'efficacité et la productivité de notre équipe en automatisant diverses tâches et en configurant la plateforme selon nos besoins spécifiques.

Responsabilités :

Analyser nos besoins actuels et proposer des solutions d'automatisation adaptées.
Configurer Monday.com pour qu'il réponde à nos exigences opérationnelles.
Créer et mettre en place des automatisations pour des tâches récurrentes (notifications, mises à jour de statut, intégrations avec d'autres outils, etc.).
Former notre équipe à l'utilisation des nouvelles fonctionnalités et automatisations.
Fournir un support technique en cas de besoin.
Compétences requises :

Expertise avérée en utilisation et configuration de Monday.com.
Connaissance approfondie des capacités d'automatisation de Monday.com.
Expérience dans l'intégration de Monday.com avec d'autres outils (Zapier, Integromat, etc.).
Compétences en gestion de projet et en analyse des processus.
Excellentes compétences en communication et en formation.
Compétences avancées en script et en développement (JavaScript, Python, etc.) pour personnaliser les intégrations.
Connaissance des API de Monday.com pour des intégrations personnalisées.
Expérience avec d'autres outils de gestion de projet et CRM.
Compétences en gestion du changement pour aider l'équipe à s'adapter aux nouvelles technologies et processus.
Capacité à résoudre des problèmes techniques complexes de manière autonome.
Qualifications :

Expérience professionnelle significative avec Monday.com.
Références ou portfolio de projets similaires réalisés.
Capacité à travailler de manière autonome et à respecter les délais.
Conditions :

Contrat à court terme avec possibilité d'extension selon les résultats et les besoins futurs.
Rémunération à négocier en fonction de l'expérience et des compétences.
Si vous êtes passionné par l'optimisation des processus et que vous avez une expertise solide dans l'utilisation de Monday.com, nous serions ravis de travailler avec vous. Merci de postuler avec votre CV, vos références et une brève description de projets similaires que vous avez menés à bien.

Comment postuler :
Veuillez envoyer votre candidature via Upwork

Functional and Requirements Document for WhatsApp API Message Automation Project

## General Description

### Objective
The objective of this project is to automate the sending of messages through the WhatsApp API to automatically assign orders to collaborators. Integration with Glide, Zapier or Make, Google Maps (Distance Matrix), and the WhatsApp API is required.

### Description
The system must calculate the driving distance from the order location to the photographer's location using the Google Maps API or alternatives like Bing Maps. Notifications will be sent first to nearby photographers and then to those farther away if there is no response. The order acceptance functionality should include state changes in Google Sheets and consider variable rates and costs per km.

### Estimated Budget

**Work Time:** 3 to 4 hours
**Estimated Budget:** $70

## Project Phases

### 1. Requirements Submission, Budget Approval, and Contract
- Send this document with detailed requirements.
- Acceptance of the budget by the freelance developer.
- Create the contract on Upwork with the corresponding milestones.
- Implementation proposal by the freelance developer.

### 2. Feature Implementation
- Develop the functionalities described in this document.

### 3. Testing and QA
- Conduct quality and functionality tests.
- Fix any errors and make necessary adjustments.

### 4. Final Validation and Delivery
- Final validation by the client.
- Project delivery and milestone release on Upwork.

## User Stories

### User Story 1
**Description:** As an administrator, I want the system to calculate the distance from the order location to nearby photographers and send notifications first to the closest ones.

**Acceptance Criteria:**
- The system should calculate the distance using Google Maps API or Bing Maps.
- Notifications should be sent first to nearby photographers and then to those farther away if there is no response within 30 minutes.

### User Story 2
**Description:** As a photographer, I want to receive order notifications with "Accept," "Reject," and "Propose another date" buttons to better manage my assignments.

**Acceptance Criteria:**
- Notifications should include "Accept," "Reject," and "Propose another date" buttons.
- Upon acceptance, the system should update the state in Google Sheets and avoid duplications.

### User Story 3
**Description:** As an administrator, I want the system to consider variable rates and costs per km when sending notifications to ensure the correct prices are included.

**Acceptance Criteria:**
- The system should include variable rates and costs per km in notifications.
- Rates should be extracted from Google Sheets and correctly applied to each notification.

## Definition of Done

The project will be considered complete when the following criteria are met:
- The distance calculation and prioritized notification sending work correctly.
- Notifications include "Accept," "Reject," and "Propose another date" buttons.
- The system updates the state in Google Sheets correctly and avoids duplications.
- Variable rates and costs per km are correctly applied in notifications.
- All functionalities described in the user stories are implemented.
- The system passes all quality and functionality tests.
- All source files and necessary documentation are delivered.

## Concrete Steps

### 1. Initial Setup
- Download and review the existing project files.
- Configure the Google Maps API and WhatsApp API keys.
- Test current functionality and review the Google Sheets database.

### 2. Implement Features
- Calculate the distance using Google Maps API or Bing Maps.
- Develop the prioritized notification flow and program the 30-minute timer.
- Implement "Accept," "Reject," and "Propose another date" buttons in WhatsApp notifications.
- Update the state in Google Sheets upon order acceptance and avoid duplications.
- Include variable rates and costs per km in notifications.

### 3. Testing and QA
- Conduct exhaustive testing of all implemented functionalities.
- Document and fix any errors found.

### 4. Validation and Delivery
- Present the completed project for client validation.
- Make final adjustments based on client feedback.
- Deliver the project and release milestones on Upwork.

## Stack / Technologies to Use

- **Frontend:** HTML, CSS, JavaScript
- **Backend:** Node.js, PHP
- **Storage:** Google Sheets
- **APIs:** Google Maps API (Distance Matrix), WhatsApp Business API, Glide API, Zapier or Make
- **Libraries:** Axios, Moment.js
- **Integrations:** Google Cloud, WhatsApp Business API, Glide, Zapier or Make

## Proposed Schedule

### Week 1: Initial Setup
- Configure APIs and review the current state of the project.

### Week 2: Feature Implementation
- Develop the distance calculation and notification flow.
- Implement buttons and state updates in Google Sheets.

### Week 3: Testing and QA
- Conduct exhaustive testing and error correction.

### Week 4: Validation and Delivery
- Final validation, adjustments based on feedback, and project delivery.

## Frequently Asked Questions

1. **Where will the development take place?**
- Development can be done on the developer's local server, but it must be tested and validated on the client's server.

2. **Will access to the necessary APIs be provided?**
- Yes, access to the Google Maps API and WhatsApp Business API keys will be provided.

3. **What happens if errors are found during testing?**
- Errors must be corrected before final delivery. A support period will be included to resolve any post-delivery issues.

## Important Considerations

- **WhatsApp Message Template:** Define the WhatsApp API message template.
- **Assignment Verification:** Define the system to know if an order has been accepted and assigned to avoid duplications.
- **Notification Priority:** Define the protocol to send notifications first to priority photographers.
- **Specific Services:** Define how to handle orders for specific services that not all photographers perform.
- **Cancellations and Reassignments:** Define the flow for handling orders that are canceled and re-uploaded to the database.
- **Special Rates:** Define how special rates for each photographer for different services are applied.

This document will provide the freelance developer with the clarity and details needed to complete the project effectively and efficiently.

### Current State

**Phase 1:** [Link to Phase 1](https://drive.google.com/file/d/1AjYpO8PDF_ca2Luw_8bfcjQgrFy1SryV/view?usp=drive_link)

**Phase 2:** [Link to Phase 2](https://drive.google.com/file/d/1xcXB0o-PFNZqqr_Uo92Axk9ji9ZBhwVy/view?usp=drive_link)