Phoenix - Your AI AssistantBuild your Zapier Automation
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5 days
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What you get with this Offer
I design powerful, reliable automations using Zapier that connect your tools, eliminate manual data entry, and ensure your business runs smoothly behind the scenes.
My services are ideal for automating workflows in:
Accounting Automation
Integrate QuickBooks, Xero, or Wave with CRMs, e-commerce platforms, or spreadsheets. Automate invoice creation, payment tracking, and reconciliation processes. Reduce errors and keep your books updated in real time.
Project Management Automation
Sync tools like ClickUp, Asana, Trello, and Monday.com with Slack, Google Sheets, or your CRM. Automatically create tasks, update statuses, log time, and move projects forward without the need for constant check-ins.
Object Sync Automations
Keep data consistent between platforms. Whether it's syncing contacts between HubSpot and Salesforce, product records from Shopify to Airtable, or deals between Pipedrive and Google Sheets, I’ll ensure that your records are aligned across systems.
What You Can Expect:
-Fully custom Zapier automations built for your exact use case
-Support for multi-step logic, filters, and conditional paths
-Use of Webhooks and API integrations for complex workflows
-Clean, maintainable setup with documentation if requested
-Help fixing or optimizing existing Zaps
If you’re looking to automate a repetitive task, connect tools that don’t natively talk to each other, or reduce time spent on manual updates, I can help.
Send me a message with your tools and workflow. I’ll advise you on the best path forward.
My services are ideal for automating workflows in:
Accounting Automation
Integrate QuickBooks, Xero, or Wave with CRMs, e-commerce platforms, or spreadsheets. Automate invoice creation, payment tracking, and reconciliation processes. Reduce errors and keep your books updated in real time.
Project Management Automation
Sync tools like ClickUp, Asana, Trello, and Monday.com with Slack, Google Sheets, or your CRM. Automatically create tasks, update statuses, log time, and move projects forward without the need for constant check-ins.
Object Sync Automations
Keep data consistent between platforms. Whether it's syncing contacts between HubSpot and Salesforce, product records from Shopify to Airtable, or deals between Pipedrive and Google Sheets, I’ll ensure that your records are aligned across systems.
What You Can Expect:
-Fully custom Zapier automations built for your exact use case
-Support for multi-step logic, filters, and conditional paths
-Use of Webhooks and API integrations for complex workflows
-Clean, maintainable setup with documentation if requested
-Help fixing or optimizing existing Zaps
If you’re looking to automate a repetitive task, connect tools that don’t natively talk to each other, or reduce time spent on manual updates, I can help.
Send me a message with your tools and workflow. I’ll advise you on the best path forward.
What the Freelancer needs to start the work
1. A brief description of the workflow you'd like to automate
2. The apps/tools involved (e.g. QuickBooks, ClickUp, Salesforce)
3. A sample data flow or use case (e.g. “When an invoice is created, send a Slack alert”)
4. Zapier Credentials or please provide access if you're on a team environment