Phoenix - Your AI AssistantZapier / Make / n8n Workflow Automation Setup
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3 days
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What you get with this Offer
What I Will Deliver
I will build 1 complete automation workflow using Zapier, Make (Integromat), or n8n that connects your apps and automates your specified task. This is a fixed-price service with clear deliverables.
✅ EXACTLY WHAT YOU GET (Clear Output)
Deliverable 1: 1 Complete Automation Workflow
I will build 1 fully functional automation workflow based on your requirements.
Example workflows I can build (you choose 1):
Workflow Type What It Does
Lead Capture Auto-add form submissions to CRM + send email notification
Data Sync Automatic Google Sheets ↔ CRM updates
Email Alerts Send automated emails/SMS for specific triggers
File Management Auto-save email attachments to Google Drive
Scheduled Reports Daily/weekly summary reports via email
Deliverable 2: Connection of Up to 5 Apps
I will connect up to 5 different apps/tools in your workflow.
Supported Apps Include:
Category Apps
CRM Salesforce, HubSpot, Pipedrive, Zoho
Email Gmail, Outlook, Mailchimp, SendGrid
Storage Google Drive, Dropbox, OneDrive
Forms Google Forms, Typeform, JotForm
Spreadsheets Google Sheets, Excel, Airtable
E-commerce Shopify, WooCommerce, Stripe
Communication Slack, Microsoft Teams, Twilio
Deliverable 3: Conditional Logic & Error Handling
✅ If/Then filters and conditions set up
✅ Error notifications configured
✅ Data validation to prevent duplicates
✅ Fallback actions for failed steps
Deliverable 4: Complete Testing
✅ 10 test runs with real data
✅ Error scenario testing
✅ Performance verification
✅ Screenshots of successful test results
I will build 1 complete automation workflow using Zapier, Make (Integromat), or n8n that connects your apps and automates your specified task. This is a fixed-price service with clear deliverables.
✅ EXACTLY WHAT YOU GET (Clear Output)
Deliverable 1: 1 Complete Automation Workflow
I will build 1 fully functional automation workflow based on your requirements.
Example workflows I can build (you choose 1):
Workflow Type What It Does
Lead Capture Auto-add form submissions to CRM + send email notification
Data Sync Automatic Google Sheets ↔ CRM updates
Email Alerts Send automated emails/SMS for specific triggers
File Management Auto-save email attachments to Google Drive
Scheduled Reports Daily/weekly summary reports via email
Deliverable 2: Connection of Up to 5 Apps
I will connect up to 5 different apps/tools in your workflow.
Supported Apps Include:
Category Apps
CRM Salesforce, HubSpot, Pipedrive, Zoho
Email Gmail, Outlook, Mailchimp, SendGrid
Storage Google Drive, Dropbox, OneDrive
Forms Google Forms, Typeform, JotForm
Spreadsheets Google Sheets, Excel, Airtable
E-commerce Shopify, WooCommerce, Stripe
Communication Slack, Microsoft Teams, Twilio
Deliverable 3: Conditional Logic & Error Handling
✅ If/Then filters and conditions set up
✅ Error notifications configured
✅ Data validation to prevent duplicates
✅ Fallback actions for failed steps
Deliverable 4: Complete Testing
✅ 10 test runs with real data
✅ Error scenario testing
✅ Performance verification
✅ Screenshots of successful test results
What the Freelancer needs to start the work
Task Description Clear explanation of what you want to automate (e.g., "When someone fills out a Google Form, add their details to HubSpot CRM and send a confirmation email")
2 Apps/Tools List List all apps you currently use (e.g., Google Sheets, Gmail, Salesforce, Typeform)
3 Account Access Login credentials or API keys for the apps (or I can guide you on how to generate them)
4 Trigger Event What starts the automation? (e.g., New form submission, New email, Scheduled time)
5 Action Details What should happen? (e.g., Add to CRM, Send email, Update spreadsheet)