Seeking someone to assist with Dubsado workflows and integrate with Acuity and GHL. Also, I'd like to send text messages to contacts when a proposal is sent. We use Quickbooks for invoicing and would like that to be integrated as well. We also use SamCart, Shopify and Typeform. It would be great to have someone who can assist as projects arise for streamlining and building automations so that we can spend our time client facing.

We are building a multi-step workflow automation for a healthcare-adjacent B2B service. The automation needs to pull structured data from a web portal, pass it to an AI API to generate personalized documents, route the output through a HIPAA-compliant email delivery platform, and log results for quality review. We are looking for a US-based developer experienced with Make.com or n8n and comfortable working with REST APIs. This is a fixed-price project with a clear scope document provided after an NDA is signed. Please share relevant portfolio examples of similar automation builds.

Univium (small-business consultancy) is hiring a part-time Consulting Lead to own client problems end-to-end: lead discovery calls, scope and design solutions, write dev briefs (Jira), review deliverables, and draft proposals. Start 5 hrs/week, scale to 10 then 20. Hire needed within 3–4 weeks. Hours & Rate - Start: 5 hrs/week; scale to 10 → 20 as proven - Rate: $90–$110/hr (final rate based on experience/fit) - Location: US-based only (required) - Timeline: must be available to start within 3–4 weeks Key responsibilities - Lead or co-lead 1–3 client discovery/consultation calls weekly - Scope client problems, design fit‑for‑purpose solutions, write clear Jira cards/dev briefs - Review dev output, manage handoffs, and communicate results to clients - Draft proposals with hourly estimates and confidence levels for owner review - Self-onboard to new clients by mining notes, recordings, existing systems - Flag high-risk/low-confidence work proactively What this role is NOT - Not responsible for writing production code (in-house devs implement) - Not responsible for owning sales or managing other consultants initially Success outcomes (first 6 months) - Help scale active clients from 3 → 5–6 without increasing owner hours - Independently move 1–2 projects/week from scope → dev handoff or run 2–3 consultations/proposals weekly - Owner spends time on risk-review/high‑stakes oversight, not solution generation - Minimal hand‑holding required for onboarding; interactions are net relief for owner - Documented process to onboard a second consultant by month 6–9 Required qualifications - US-based with flexible scheduling for client calls - 5+ years working with small businesses (SMB experience required) - Hands-on familiarity with at least 4 of: Airtable, Notion, Zapier / N8N / Make, Google Apps Script, Lovable / Replit - Strong client-facing experience (leading discovery, managing expectations) - Proven portfolio of end-to-end SMB projects (scoping → solution → handoff) - Excellent at writing dev briefs / Jira tickets and delegating execution - Strong strategic problem-solving and calibrated risk awareness - Available to ramp to 10 hrs/week on 1–2 weeks' notice Screening filters (what we’ll prioritize) - Clear portfolio of solved SMB problems, ability to justify tool choices - Evidence of self-directed initiative and minimal ramp-time hires - Comfortable working via Upwork (time tracker), available within 3–4 weeks - NOT a pure executor, enterprise-only consultant, or non-US-based How to apply Submit via Upwork with: - Relevant hourly rate expectation within $90–$120/hr - Short cover note (1–2 paragraphs) summarizing why you fit this role - 2–3 portfolio examples of SMB problems you’ve solved end-to-end (links or brief case studies) - Your earliest availability to start - We’ll screen on Upwork, present finalists to the owner. Owner will interview top candidates (30–45 min). Selected candidate starts at 5 hrs/week. Owner note to candidates: We need someone who makes the owner’s life easier from week one — minimal hand‑holding, strong judgment, clear communication. If that sounds like you, please apply.

We are seeking a skilled freelancer to develop an API integration between HouseCanary and Airtable. The project involves creating a seamless connection to enhance data management and automation. The ideal candidate will have experience in API development and real estate data integration. This is a part-time engagement with a short-term duration.

**ChatGPT Business + Google Workspace Integration Consultant** I'm looking for an expert to help set up ChatGPT Business as the central AI platform for my medical practice. I need assistance with: * Fixing/migrating my ChatGPT Business workspace * Connecting Gmail, Google Calendar, Google Drive, and Google Docs * Integrating Basecamp * Organizing Google Drive and workflows * Training me on best practices * Building AI workflows for meeting summaries, task management, and office operations This is an initial 3–8 hour project with the opportunity for an ongoing consulting relationship. **Requirements:** * Experience with ChatGPT Business * Google Workspace expertise * Basecamp experience (preferred) * AI workflow automation (Zapier, Make, n8n, etc.) * Excellent communication skills Please include: * Similar projects you've completed * Your hourly rate * Your availability * Why you're a good fit for this project

I am a Mediator, looking for consultant to help set up a booking link to embedded into my website. I want to be able to provide a calendar to the parties looking to hire me allow them to select a date, provide and take information and then allow me to say yes or no to the booking. After that happens I want to automate the sending of emails to the parties with details about the Zoom link, scope of work, etc. i bekieve all this can be done theough Acuity and Zapier on my Squarespace website

Project Overview We are looking for an experienced Marketing Automation and Integration Specialist to help troubleshoot and resolve an issue with lead synchronization. Currently, lead records created in Further VSA for one of our senior living clients are not being passed to SharpSpring via the existing integration, resulting in leads not receiving the intended drip campaign communications. Our goal is to ensure that leads submitted through Further VSA are successfully passed into SharpSpring via Zapier and automatically enrolled in the email drip campaign. Scope of Work Responsibilities include: • Review the current setup for Further VSA, Zapier, SharpSpring, and Sherpa(Aline) • Troubleshoot lead syncing issues and identify any points of failure • Configure, test, and validate workflows • Ensure lead data is mapped correctly between systems • Verify that new leads are successfully created or updated in SharpSpring • Confirm leads are automatically entered into the correct drip campaign/workflow • Recommend best practices to improve reliability and automation performance • Document changes made and provide recommendations for ongoing maintenance Required Experience • Strong experience with marketing automation platforms (Such as HubSpot, ActiveCampaign, SharpSpring and Further VSA) • Advanced Zapier troubleshooting and workflow configuration skills • Experience integrating CRMs, lead forms, and marketing automation systems with lead nurturing and drip campaign setup • Ability to diagnose API, webhook, field mapping, and trigger issues Desired Outcomes • Fully functioning integration between Further VSA and SharpSpring • Successful testing of lead flow from form submission through drip campaign enrollment • Brief documentation of configuration and recommendations To Apply Please include: • Relevant experience with Zapier, integrations and marketing automation platforms • Examples of similar integration or troubleshooting projects • Your availability and estimated timeline for completing this work We are looking for someone who can quickly assess the existing setup, identify the issue, and implement a reliable solution.

We are a growing real estate team seeking an experienced CRM and automation consultant to audit, optimize, and streamline our lead generation and conversion systems. Our goal is to build a scalable, well-documented process that increases conversations, appointments, and closed transactions while creating a better experience for both our agents and our clients. Current Technology Stack Follow Up Boss (CRM) Fello Sierra Interactive (Website & Lead Generation) Zapier Email & SMS Automation Database Approximately 25,000 contacts Buyer leads Seller leads Past clients Homeowners Sphere of influence Internet leads Current Challenges While we have several systems in place, we believe we're only utilizing a fraction of their capabilities. We currently receive: Home valuation requests through Fello Home buyer leads through our Sierra Interactive website Internet leads that flow into Follow Up Boss Although leads are consistently entering our CRM, we want to improve how those leads are nurtured, segmented, routed, and converted into real conversations, appointments, listings, and buyer clients. We're looking for someone who can evaluate our entire workflow—not just individual automations—and recommend the most efficient way for these systems to work together. Project Scope We're looking for someone to: CRM & Workflow Audit Review our existing Follow Up Boss setup Review our Fello implementation Review Sierra Interactive lead flow Evaluate how Zapier is currently being used (or should be used) Identify bottlenecks, redundancies, and missed opportunities Automation & Drip Campaigns Create or improve automated campaigns for: Buyer leads Seller leads Home valuation requests Homeowners Past clients Long-term nurture Sphere of influence New internet leads Cold leads Re-engagement campaigns Lead Routing & Conversion Help us improve: Lead routing Lead assignment Smart Lists Tags Action Plans Agent follow-up workflows Seller conversion Buyer conversion Long-term nurture strategy Sierra Interactive Optimization Our website generates buyer leads through Sierra Interactive. We'd like someone to review: Current buyer workflows Website lead routing Buyer nurture campaigns Behavioral automations Lead conversion strategy Website-to-CRM workflow Missed opportunities within the buyer journey Fello Optimization We currently generate homeowner valuation requests through Fello. We're looking to improve: Seller nurture campaigns Homeowner drip campaigns Equity-based outreach Home anniversary campaigns Long-term homeowner engagement Conversion from valuation request to listing appointment System Integration Help us determine: Which platform should own each automation Best practices for integrating Follow Up Boss, Fello, Sierra Interactive, and Zapier Where workflows can be simplified Opportunities to reduce manual work Recommendations for future scalability Reporting & Accountability Recommend reporting that helps leadership measure: Lead response time Conversion rates Agent follow-up Appointment rates Listing opportunities Buyer opportunities ROI by lead source Automation performance Deliverables By the end of the project, we'd like to have: A complete audit of our current systems Optimized workflows Recommended CRM structure Automated drip campaigns Improved lead routing Clearly documented workflows SOPs for future maintenance Automation map/flowchart Recommendations for continued optimization Ideal Experience We're looking for someone with proven experience working with: Follow Up Boss Fello Sierra Interactive Zapier Real estate CRMs Large real estate teams Lead conversion Marketing automation CRM architecture Sales operations Bonus if you've helped brokerages or teams increase listing appointments and buyer conversions through automation and CRM optimization.

We need a freelancer to set up and integrate Calendly, Stripe, Zoom, Zapier, and Jotforms for our healthcare business. The work includes configuring each tool, connecting them smoothly, and ensuring everything runs reliably. You should be comfortable handling healthcare-related workflows and troubleshooting any issues that arise. This is a small, part-time project for someone who can deliver a clean, functional setup.

We are seeking an experienced Airtable builder to help us implement forms, automations, interfaces, and linked records to optimize our workflow. The ideal candidate will have a strong understanding of Airtable's features and capabilities, allowing for efficient project management and data organization. If you're skilled in creating user-friendly interfaces and automating processes within Airtable, we want to hear from you! Please provide examples of previous projects you've completed in Airtable.