Tax Advisor Projects
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API Integration - Jotform/Xero
Hi I am looking for someone to integrate our Jotform submissions with Xero. So that when somebody submits a form via Jotform, it automatically creates an invoice in Xero. The invoice needs to include Xero tracking categories, depending on what products they have ordered in the Jotform. This might be possible to do by giving each product an "Item Code" in Xero, however at the moment Xero does not support automatically assigning tracking categories to products in the catalogue. So in the attached "Xero Screenshot.png" screenshot, the columns "Cost Centre" and "Event" (these are tracking categories) cannot be added to the product in the catalogue in Xero. The only columns which can be assigned to a product are Unit Price, Account, Tax Rate and Description - see attached screenshot "Xero Item Code.png"). So what we want to do is - Client completes the Jotform - Products ordered on Jotform assigned an Item Code - New invoice created in Xero using assigned Item Codes - Item codes are assigned to products in Xero and the products include tracking categories - Invoice saved as draft in Xero for manual approval and sending At the moment we have to do this manually and as you can imagine, it takes a very long time.
16 days ago23 proposalsRemoteopportunity
CRM/Automation Expert Needed
We require a developer who specialised in the below platforms: Zapier Brevo CapsuleCRM Gravity Forms (form in question found at rebategateway.org/claim) We require numerous changes/automations to be built into our workflow. Gravity Form Change We would like to take out the ‘I know the details’ part of the form removed (I think there is a nested form behind it) – with the ‘Lenders List’ that comes up when ‘An insolvency Practitioner completed…..’ is selected. Forcing the client to provide us with who their lenders are. Unemployed/Retired/Self-Employed Email We need an email send via Brevo (this is already linked via API and is used in another automation. We need an email template sent to the client, should they be identified in the application form as Unemployed/Retired or Self-Employed. The email should have a 30 minute delay on it. We would like information to be pulled from Capsule to tailor a few pieces of information within the email to the client. P60 Documentation Request We currently manually send clients an email following their application should we need a copy of their P60 uploading to our website (a P60 is a tax document with their details that we require on). We would like to automate this, using a task being ticked off as the trigger and for the email (probably via Brevo) to continue being sent every 72 hours until they have provided their information (we beed an easy way to stop this email when we get the upload, so we are not annoying clients). It would be great if we could have 3 email types which get more and more urgent – with the final email continuing to be send weekly.
a month ago24 proposalsRemoteWe need international shipping added to our shopify website
We are looking for a developer to integrate international shipping options within our Shopify-powered ecommerce site. As a swimwear company based in the United Kingdom, we have an increasing number of customers abroad wishing to place orders. However, our current domestic-focused checkout inhibits their ability to do so through straightforward means. The goal of this project is to establish user-friendly worldwide and European Union shipping modules. This will permit both EU-based and global clients to conveniently select a shipping address during checkout and view accurate rate quotes. It is imperative the modules incorporate nuanced rules around applicable import duties, taxes, and other cross-border fees due at delivery. Both our customers and business must be insulated from unexpected surcharges through clear disclosures and automatic calculations within the cart. Ideally, the new shipping profiles will integrate seamlessly into our existing site architecture and payment processing. There should be no disruptions to the ordering workflow or data handling. Comprehensive testing will also be needed to validate the modules function as intended across a variety of international locations. Above all, the foremost priority is to cultivate an optimized shipping experience on par with leading global ecommerce platforms. This undertaking demands a shipping expert well-versed in the intricacies of international order fulfillment on Shopify. Candidates should detail their qualifications and provide references from prior clients where similar capabilities were succesfully established.
23 days ago20 proposalsRemote