Zapier Expert Needed: Automate Toggl + Google Sheets Online + Gmail (Projects & Change Orders)

Posted 2 days ago

Worldwide

Summary

Project Title: Build Zapier Automation: Toggl to Google Sheets & Gmail (Template Handoff Only) 1. Project Overview I am a senior executive seeking a Zapier expert to build a hands-off project tracking and billing alert system. The workflow will map project generation and change orders from Toggl into Google Sheets, and automate email notifications via Gmail based on strict time delays and conditional logic. 2. Strict Security Protocol (Read Carefully) I maintain strict data security and will not grant access to my Zapier, Toggl, or Google accounts. You must build, format, and test the entire workflow in your own Zapier account using dummy Toggl data and a dummy Google Sheet. Delivery must be executed via Zapier's "Share a Copy" link feature. I will import the template into my own secure workspace and map my private accounts to your blueprint. 3. Tech Stack Toggl Track Google Sheets Gmail Zapier (Professional Plan) 4. Required Workflows & Logic The system must successfully execute the following four distinct automated functions: Workflow A: Project Initiation Trigger: A new project is created in Toggl. Action 1: Automatically generate a new row in an "Active Projects" Google Sheet with the project name and creation date. Action 2: Send a templated Gmail to the bookkeeper prompting them to request a Work Order for this specific project. Workflow B: Change Order Tracking Trigger: A new sub-project or entry tagged "Change Order" is created in Toggl. Action 1: Generate a linked Change Order line item under the parent project in the Google Sheet. Action 2: Send a templated Gmail to the bookkeeper prompting them to request a Change Order Work Order. Workflow C: The 21-Day Escalation Alert Logic: System must check the Google Sheet for project/change order age vs. status. Trigger/Action: If a row's creation date is older than 21 days AND the "Work Order Received" column is blank, send an urgent, automated email alert directly to my executive email address. Workflow D: Weekly Status Digest Trigger: Scheduled weekly run (Every Friday at 8:00 AM EST). Action: Parse the Google Sheet and generate a single summary email to me and the bookkeeper containing two distinct lists: List A (Ready to Bill): All active projects/change orders with a logged Work Order. List B (Unbillable): All active projects/change orders without a logged Work Order. Workflow E: Overdue Invoice Escalation Drafts Logic: System periodically checks the Google Sheet for unbilled or unpaid line items past due. Trigger/Action: If an item reaches 30 days or 60 days past due without a logged payment: Update the row's "Notes / Escalation Status" column in Google Sheets to reflect the past-due status (e.g., 30-Day Overdue / 60-Day Overdue). Automatically generate a pre-formatted Draft Email inside my executive Gmail inbox (addressed to the client/bookkeeper with relevant project details), allowing me to review and send with a single click without manually pulling aging reports. 5. Deliverables A functional Zapier "Share a Copy" template link containing the full logic for all four workflows. A view-only link to your dummy Google Sheet so I can replicate the exact column headers, formatting, and any necessary formulas into my secure workspace prior to activating the Zap. To Apply: Please confirm you understand the "Template Handoff" security protocol and provide a brief summary of similar Zapier architectures you have built.

  • $450.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Zapier
Automation
Google Sheets
Activity on this job
  • Proposals:50+
  • Last viewed by client:yesterday
  • Hires:
    1
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Sep 1, 2015
  • United States
    Atlanta1:56 AM
  • $67K total spent
    62 hires, 1 active

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