I have a bunch of Webflow native forms that need more advanced conditional logic. They currently pass through Zapier and end up in Copper CRM.

Seeking an experienced Microsoft Power Automate and API integration specialist to evaluate and design an automated bid follow-up workflow utilizing Autodesk BuildingConnected (Bid Board Pro). Current Workflow Our estimating team uses BuildingConnected Bid Board Pro to manage bid opportunities and follow-up dates. We would like to automate follow-up emails for opportunities with overdue follow-up dates while keeping BuildingConnected as the primary source of truth for follow-up scheduling. Desired Future Workflow BuildingConnected (Bid Board Pro) ↓ Identify opportunities with overdue follow-up dates ↓ Microsoft Power Automate sends customized follow-up emails- once per week ↓ Successful email send is logged ↓ Follow-up date is automatically advanced ↓ Updated follow-up date is written back to BuildingConnected (if API capabilities allow) Discovery Phase Objectives The selected consultant will: Review Autodesk BuildingConnected API capabilities. Determine whether opportunity follow-up dates can be read and updated programmatically. Review authentication requirements (OAuth, API credentials, permissions). Recommend the optimal architecture utilizing: Microsoft Power Automate BuildingConnected API SharePoint or Excel if required Identify limitations, risks, and alternative approaches. Provide a written implementation plan and budget estimate for full deployment. Deliverables API feasibility assessment Workflow architecture diagram Recommended implementation approach Estimated cost and timeline for full implementation Identification of any BuildingConnected API limitations Required Skills Microsoft Power Automate REST APIs OAuth Authentication JSON SharePoint Microsoft 365 Integrations Preferred Skills Autodesk Construction Cloud BuildingConnected API Construction software integrations Reference Documentation BuildingConnected API Overview: https://aps.autodesk.com/apis-and-services/buildingconnected-api BuildingConnected Opportunity Management: https://aps.autodesk.com/en/docs/buildingconnected/v2/tutorials/buildingconnected/manage-opportunities/ BuildingConnected API Reference: https://aps.autodesk.com/en/docs/buildingconnected/v2/reference/http/ Budget Fixed-price discovery engagement. Please provide an estimate and examples of similar API integration projects.

We would like to hire a JotForm expert to build our additional forms and flow for our office. Requires knowledge of conditional logic and advanced flows.

We are seeking a skilled freelancer to assess, troubleshoot, update, and document an existing Microsoft Power Automate solution that contains multiple flows that interact with SharePoint and Dynamics 365. The ideal candidate will have experience in automating business processes and integrating various applications. Responsibilities include designing, testing, and optimizing workflows to enhance efficiency and productivity. Familiarity with Azure DevOps required.

We are seeking a skilled freelancer to set up our Monday.com CRM, including automations. The ideal candidate will have experience in CRM systems and be able to efficiently manage and automate tasks. This project requires attention to detail and the ability to optimize workflows for maximum efficiency. If you have a strong background in CRM setup and automation, we would love to hear from you!

The ProjectRE is looking for a GoHighLevel Expert with specific experience in using the GHL Client Portal Feature to build and host an online course and community. The ideal candidate will have past examples of creating and using the membership tools as well as building visually appealing landing pages and features. While not a full time role, we are looking for an expert that can support our ongoing needs and growth with future projects.

1. What the automation must do The automation must watch the shared Outlook inbox from 12:00 AM to 12:00 PM EST and look for emails that contain specific instruction keywords. If any keyword is found in the subject OR body, the automation must immediately send a message to a Microsoft Teams channel. That’s the entire purpose. 2. What emails look like Emails come from ~75 clients Subject lines vary Body text contains instructions Each email includes one Excel attachment (not used for automation) 3. Keywords that must trigger an alert These words below are the exact phrases must trigger the workflow: Change CU Size Update Create Redeem Update CU Size Add Create Redeem Delete CU Size Suspense Effective immediately Effective today If ANY of these appear in the subject OR body → send Teams alert 4. What the Teams alert must include The Teams message must show: Sender Subject Timestamp Keyword(s) detected Link to the email 5. Deadline The goal is to detect all critical instructions before 11:45 AM EST. SIMPLE FLOWCHART Code Email arrives in shared Outlook inbox │ ▼ Extract subject + body text │ ▼ Does subject OR body contain ANY keyword? │ ┌───────┴────────┐ │ │ YES NO │ │ ▼ ▼ Identify which keyword Ignore email │ ▼ Send Teams alert with: - Sender - Subject - Timestamp - Keyword found - Link to email Step 1 — Trigger Use: When a new email arrives (V3) Select the shared inbox. Step 2 — Get email details Use: Get email (V3) Extract: Subject Body Step 3 — Check for keywords Add a Condition block: Check if subject OR body contains ANY of these phrases: “Change CU Size” “Update Create Redeem” “Update CU Size” “Add Create Redeem” “Delete CU Size” “Suspense” “Effective immediately” “Effective today” (Make this case‑insensitive.) Step 4 — If YES → Send Teams alert Use: Post message in a chat or channel Message must include: Sender Subject Timestamp Keyword detected Link to email Step 5 — If NO → Do nothing Notes for Developers do not need to open or read the Excel attachment. You do not filter by sender — scan all emails. You do not use AI or machine learning — this is simple keyword matching. You must scan both subject and body. Alerts must be immediate, not scheduled. Keywords must be exact matches, except urgency words like “change” or “update,” which can be partial matches. The workflow must run only between 12:00 AM and 12:00 PM EST. I need the map so I can recreate it at work using automate. Please advice if this clear, how long does it take to build this and the exact cost

Need someone who can Install a onetastic or gem macro in OneNote and implement it

We operate a licensed Adult Family Home (AFH) in Washington State with 24 residents and a team of approximately 25 staff across caregiving and leaders. We are seeking a professional to help improve our business operations, streamline processes, and support overall efficiency. The ideal candidate will have experience in business operations, management, and process improvement, and be able to work closely with our team to identify opportunities for growth and optimization. Deliverables: All of the following must be delivered for the project to be considered complete: 1. Fully built ClickUp workspace with all spaces, folders, lists, templates, custom fields, and dashboards as specified. 2. Five Make.com scenarios built, tested, and active as specified in Section 5. 3. WhatsApp Business group channel setup guide (naming, keyword conventions, how to add members). 4. End-to-end test documentation — at least one full test run of each workflow showing trigger to task creation to escalation to completion. 5. A short handoff document (1–2 pages) explaining how each Make.com scenario works, where to find it, and how to update it if a workflow changes. 6. A 30-minute walkthrough call with our leadership team upon delivery. Required: • Demonstrated ClickUp workspace builds (portfolio required) • Make.com scenario building with conditional logic and email parsing • WhatsApp Business API or Cloud integration experience • Experience with multi-step automation flows • Ability to work from a written SOP / workflow spec • Clear English communication — async updates expected Nice to have: • Experience with healthcare or residential care operations • Experience building ClickUp dashboards for leadership teams • Prior work with email parsing + webhook routing in Make.com • Experience with HIPAA-adjacent data handling This is a build project, not a consulting project — we have defined what we need. We are not looking for someone to redesign the architecture.

**Title:** PowerShell Script — Microsoft Graph API Auto-Upload to SharePoint with Metadata Tagging **Budget:** $400–$600 fixed price --- **Overview** We are a CPA firm (New York, 15 staff) running a shared Windows Server terminal environment. We need a PowerShell script that watches a folder (C:\Transit) on the VM, parses a structured filename, auto-tags SharePoint metadata columns, and uploads the file to a SharePoint document library — entirely replacing manual browser-based tagging. A detailed technical specification document (14-section RFP) is available immediately upon engagement. --- **What the Script Does** 1. Monitors C:\Transit on the Windows Server VM using a FileSystemWatcher or Task Scheduler loop 2. When a new PDF appears, parses the filename using this convention: - Format: [ClientCode][TypeLetter][Period][F] - Example: SAND4521E2025F — 8-char client code + 1-char document type + 4 or 6-char period + optional F (Final flag) 3. Looks up the full Account name from Microsoft Dynamics 365 using the 8-character ClientCode (via Graph API or D365 REST API) 4. Uploads the file to a SharePoint Online document library via Microsoft Graph API 5. Auto-populates 5 SharePoint metadata columns: Account (text), Document Type (choice), Period (text), Status (Draft or Final), Contact (blank — leave empty) 6. Moves the processed file out of C:\Transit and logs the result 7. Sends an alert email on any failure --- **Tech Stack** - Windows Server (hosted VM) - PowerShell 5.1 or 7 - Microsoft Graph API (SharePoint + D365 endpoints) - Entra ID app registration (client credentials flow) — we will create and provide client ID, tenant ID, and client secret - SharePoint Online — Microsoft 365 Business Basic tenant - Dynamics 365 — for ClientCode → Account name lookup --- **Deliverables** 1. Fully tested PowerShell script (.ps1) with inline comments 2. Entra app registration setup guide (what permissions to request) 3. Deployment instructions for Windows Task Scheduler or Windows Service 4. Error log format and alert email configuration 5. One supervised screen-share session to deploy to production --- **Access and Security** - Development and testing must use a test SharePoint library and dummy files — no real client data during build - Production deployment via one supervised screen-share session (firm principal present throughout) - Developer never holds credentials — all credential entry done by firm principal during session - Deliverable is the script file and documentation — not ongoing VM access --- **Budget** Fixed price: $400–$600. Proposals significantly outside this range without clear justification will not be considered. Please do not apply if you need more than 2 weeks to deliver. --- **How to Apply** Please include: - Brief description of your PowerShell and Microsoft Graph API experience - Examples of similar SharePoint/Graph API projects you have delivered - Fixed-price quote for this scope - Estimated delivery timeline - Any questions about the specification A detailed 14-section technical RFP is ready to share immediately. This is a well-defined, one-time project — no ambiguity in the spec.