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Description
Experience Level: Expert
Project title: Pipedrive, QuickBooks and Mintsoft API automation for 3PL order workflow
We are looking for an experienced API/automation developer to help build an order workflow between Pipedrive, QuickBooks Online and Mintsoft.
Current systems:
- Pipedrive is used by the customer’s sales team
- QuickBooks Online is used for invoicing/accounts
- Mintsoft is used by our 3PL business for order fulfilment, pick/pack and dispatch
Required workflow:
When a deal in Pipedrive is moved to a specific stage, for example “Ready for Fulfilment”, the automation should:
1. Pull the deal, organisation, contact and product line information from Pipedrive.
2. Validate that required order fields are complete.
3. Check/match customer and product/SKU data.
4. Create the fulfilment order in Mintsoft.
5. Create or prepare the invoice in QuickBooks Online.
6. Update the Pipedrive deal with the Mintsoft order number, QuickBooks invoice number and automation status.
7. Log errors clearly if required fields, SKUs, customer details or API calls fail.
The solution can be built using Make.com, Zapier, n8n, Pipedream or a lightweight custom API/middleware, but we are looking for the most reliable and cost-effective option.
Important:
- Experience with Pipedrive API/webhooks is required.
- Experience with QuickBooks Online API is required.
- REST API and JSON experience is required.
- Experience with Mintsoft API or warehouse/order management APIs would be a strong advantage.
- We need proper testing and a simple handover document.
Please respond with:
1. Similar integrations you have completed.
2. Your recommended approach.
3. Fixed price for phase 1.
4. Estimated timescale.
5. What access/information you would need from us.
We are looking for an experienced API/automation developer to help build an order workflow between Pipedrive, QuickBooks Online and Mintsoft.
Current systems:
- Pipedrive is used by the customer’s sales team
- QuickBooks Online is used for invoicing/accounts
- Mintsoft is used by our 3PL business for order fulfilment, pick/pack and dispatch
Required workflow:
When a deal in Pipedrive is moved to a specific stage, for example “Ready for Fulfilment”, the automation should:
1. Pull the deal, organisation, contact and product line information from Pipedrive.
2. Validate that required order fields are complete.
3. Check/match customer and product/SKU data.
4. Create the fulfilment order in Mintsoft.
5. Create or prepare the invoice in QuickBooks Online.
6. Update the Pipedrive deal with the Mintsoft order number, QuickBooks invoice number and automation status.
7. Log errors clearly if required fields, SKUs, customer details or API calls fail.
The solution can be built using Make.com, Zapier, n8n, Pipedream or a lightweight custom API/middleware, but we are looking for the most reliable and cost-effective option.
Important:
- Experience with Pipedrive API/webhooks is required.
- Experience with QuickBooks Online API is required.
- REST API and JSON experience is required.
- Experience with Mintsoft API or warehouse/order management APIs would be a strong advantage.
- We need proper testing and a simple handover document.
Please respond with:
1. Similar integrations you have completed.
2. Your recommended approach.
3. Fixed price for phase 1.
4. Estimated timescale.
5. What access/information you would need from us.
Ben H.
100% (6)Projects Completed
1
Freelancers worked with
1
Projects awarded
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Last project
25 Aug 2021
United Kingdom
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Hey Ben, could you confirm whether Phase 1 should produce a build-ready implementation pack only, with the live automation handled as Phase 2, or whether you expect a working automation included in Phase 1?
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