Systems Integration Specialist Needed

Systems Integration Specialist Needed: Rosie AI, Zapier, and Zoho Bigin We are looking for an experienced systems integration specialist to connect our AI call-handling platform with our customer support and ticketing workflow. Project Overview We use Rosie AI to answer and manage incoming customer calls. We need data from each call to flow automatically through Zapier and create or update a ticket in Zoho Bigin. The integration should capture relevant call information, map it to the correct fields, and reliably create a record or ticket for follow-up by our team. Desired Workflow 1. Rosie AI completes or records a customer call. 2. Call information is sent to Zapier through an available integration, webhook, or API. 3. Zapier formats and routes the data. 4. A new ticket, task, activity, or pipeline record is created in Zoho Bigin. 5. The record includes the appropriate customer and call details. 6. Repeat callers should be matched to an existing contact whenever possible. 7. Failed integrations should be logged and generate an alert. Information to Capture The workflow may include: • Caller name • Telephone number • Email address, when provided • Date and time of the call • Call duration • Call transcript or summary • Reason for the call • Customer question or requested action • Urgency or priority • Product or service discussed • Rosie AI disposition or call outcome • Recording link, when available • Follow-up owner • Follow-up due date • New or existing customer status Scope of Work The selected contractor will: • Review the available Rosie AI integrations, API, webhook, and data-export options • Determine the best method for sending Rosie AI call data to Zapier • Configure the required Zapier triggers, actions, filters, and data transformations • Connect Zapier to Zoho Bigin • Map Rosie AI data to the correct Zoho Bigin fields • Create any necessary custom fields in Zoho Bigin • Set up contact matching and duplicate-prevention logic • Configure error handling, alerts, and integration logs • Test the workflow using multiple call scenarios • Document the completed integration • Provide a brief training or handoff session Required Skills • Strong Zapier experience, including multi-step Zaps • Webhooks by Zapier • REST APIs and JSON data • API authentication, including API keys and OAuth • Zoho Bigin or Zoho CRM integration experience • CRM field mapping and workflow automation • Data formatting, filtering, and conditional routing • Troubleshooting failed automations • Clear technical documentation Preferred Experience • Experience with Rosie AI or another AI telephone-answering platform • Experience integrating call records, transcripts, and summaries • Familiarity with Zoho Desk, Zoho Flow, or other Zoho applications • Experience with customer-support or service-ticket workflows • Ability to recommend whether Zoho Bigin is the correct destination or whether another Zoho application would be more appropriate Deliverables • Fully functioning Rosie AI-to-Zapier-to-Zoho integration • Tested field mapping and duplicate-prevention process • Error notification and logging process • Written documentation of the workflow • List of credentials, connections, and permissions required • Short recorded or live handoff session To Apply Please include: 1. A brief description of a similar integration you have completed. 2. Your experience with Zapier webhooks and APIs. 3. Your experience with Zoho Bigin or Zoho CRM. 4. How you would approach matching repeat callers to existing contacts. 5. Any initial concerns or questions about the proposed workflow. 6. Your estimated project hours or fixed-price quote. Please begin your response with the words “Rosie Integration” so we know you reviewed the full posting. This is initially a one-time integration project, but additional automation and systems-integration work may be available for the right person.