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 seeking an experienced Workflow Automation Specialist to design and implement a scalable email automation system that streamlines the processing of inbound requests and outbound communications for Data Subject Rights Requests. Our team currently handles a moderate-to-high volume of incoming emails from multiple sources. Much of the workflow involves repetitive administrative tasks, including reviewing emails, extracting key information, manually logging data, and sending standardized responses. We are looking for a consultant/developer who can evaluate our existing process (combination of GMail & Monday.com), recommend the best tech to use, and build a solution that significantly reduces manual effort while maintaining accuracy, visibility, and auditability (this is key!). Full job & project details in the attached PDF

GoHighLevel CRM Setup + Square POS Integration for Nail Salon (San Francisco) I'm looking for an experienced GoHighLevel specialist to build a complete CRM system for a nail salon. Full 13-page technical specification is ready to share with serious candidates. What needs to be done: Set up Custom Fields and Pipeline in GHL (stages: New Lead → Booked → Confirmed → Showed → Paid / No-Show) Connect 5 lead channels: Facebook Ads, Google Ads, Google Maps (CallRail call tracking), Instagram Direct (DM Automation), website (UTM script) Build two-way Zapier sync between GHL and Square POS — when lead is moved to "Booked" in GHL it creates appointment in Square; when payment is completed in Square it updates GHL contact stage and financial fields Import ~96 contacts from existing GHL sub-account (CSV migration) Connect Facebook Ads + Google Ads spend to GHL Marketing Spend (automatic import) End-to-end test: 1 lead from each of 5 channels Admin training (15–20 min) ⚠️ Important: Please only apply if you have done Square ↔ GHL integration via Zapier before. Describe your experience with it in your proposal. Budget: $500–$1,500 fixed price Timeline: 3–5 weeks Full spec document shared upon application

We are looking for an experienced Asana Automation & Integration Expert to build or fix a strict, sequential, 1-for-1 Round Robin routing system for incoming form submissions. We currently have an Asana project (Talent Pool Sourcing Requests) where new tasks land via an Asana Form. We need these incoming tasks to alternate strictly and instantly between two main assignees (Arhi and Nandini) without failing. Ideally, it's easy to modify if we need more assignees. I'm open to your suggestion on how to solve this, ideally it's done within asana natively, but open to using Zapier or Make.com or N8N if best.

Bellementis PLLC is seeking a contract legal automation specialist to help design and implement practical automation workflows for a fast-growing boutique law firm. The ideal candidate has experience with law firm operations, document automation, AI tools, workflow design, and systems such as Microsoft 365, Clio, NetDocuments, Gavel, Zapier, Notion, or similar platforms. Responsibilities may include: Automating client intake, engagement letters, matter opening, task tracking, billing workflows, and document generation Building reusable templates, checklists, and workflows Helping integrate AI tools into legal and administrative processes Improving knowledge management and internal firm operations Working with lawyers, operations, and technical team members to turn manual processes into scalable systems This is a contract role. Prior experience with legal tech, law firm operations, document automation, or AI-enabled workflow design is strongly preferred.

I am launching a new open library member subscription service. My physical storefront runs on Shopify, and my digital membership delivery/access portal runs on Kajabi. I already have an existing database of 7,200 retail subscribers sitting cleanly inside Shopify. I need an experienced ActiveCampaign expert to build my foundational email marketing setup, connect my platforms, and organize my data so that my retail business and membership service can scale smoothly together without data overlap. Key Responsibilities & Deliverables: • Platform Integration: Connect ActiveCampaign natively to my Shopify store and execute a historical sync of my 7,200 existing contacts. • Membership Sync: Connect Kajabi to ActiveCampaign (via Webhooks, native API, or Zapier) to pass and map real-time member data. • Profile Tagging & Architecture: Set up custom tags and fields to cleanly separate contacts into distinct buckets: Store Customers, Active Library Members, and Cancelled/Churned Members. • Automation Build: Configure two core automated workflows: (1) A multi-step Welcome & Onboarding Series for new library members, and (2) A standard Shopify Abandoned Cart recovery sequence. • Quality Testing: Run end-to-end live checkout tests to verify that tags update properly, emails trigger instantly, and no duplicate customer profiles are created. • Requirements: • Proven experience setting up ActiveCampaign Deep Data integrations for Shopify. • Direct experience mapping Kajabi offer states (Granted, Paused, Revoked) to ActiveCampaign fields. • Strong understanding of segment exclusion rules (ensuring active members don't receive standard retail sales pitch emails). • Note: I will provide all email copy/text; you are solely responsible for the technical setup, data logic, and workflow infrastructure. Project Type: One-time project Budget: $500 (Flat-Rate, Milestone-Based) Application Question (Please answer in your proposal): Please briefly outline how you normally handle syncing Kajabi membership status (Active vs. Cancelled) back into ActiveCampaign profile fields. Do you prefer native hooks, custom webhooks, or Zapier, and why?

Type: Hourly, ongoing (part-time to full-time, room to grow) Stack you'll work in: Notion, Slack, HubSpot, Google Workspace/Gmail, Claude + other LLM APIs, Zapier/Make/n8n About us We're a fast-moving sports and fan-engagement startup. We're small, we ship quickly, and we want AI woven into how the whole company operates, not as a side experiment, but as the default way we work. You'd be the person who makes that real. What you'll do Map our current workflows across sales, marketing, ops, and content, then find the highest-leverage places to automate. Build automations and agent workflows that connect our tools (Notion, Slack, HubSpot, Gmail/Google Workspace) using platforms like Zapier, Make, or n8n plus LLM APIs. Design and ship AI agents for real jobs: lead routing and CRM enrichment, content drafting, customer/fan response triage, internal knowledge search, reporting digests. Stand up the connective tissue (prompts, integrations, guardrails, and monitoring) so automations are reliable, not brittle demos. Train and enable our team: build SOPs, run working sessions, and create lightweight docs so non-technical people actually adopt what you build. Help set our AI strategy and roadmap as we scale. You're a strong fit if you Have shipped real automations and AI agent workflows in production (not just prototypes). Are fluent with Zapier / Make / n8n and at least one major LLM API (Anthropic/Claude, OpenAI). Know your way around HubSpot, Notion, Slack, and Google Workspace integrations and APIs. Can write clean prompts and think in systems: edge cases, error handling, human-in-the-loop checkpoints. Can explain technical work to non-technical people and get them to adopt it. Communicate proactively and move fast without breaking trust on things that touch customers or revenue. Nice to have Experience taking a small company "AI-native" end to end. Background in sports and/or blockchain. Comfort with light scripting (Python/JS) when no-code hits its limits. How to apply In your proposal, please: Describe one AI agent or automation you built, the tools involved, and the measurable result. Tell us how you'd approach training a non-technical team to actually use what you build. This part matters as much as the build. Share your hourly rate and weekly availability. Proposals that skip these will be passed over. We're looking to start with a small paid task and grow the engagement from there.

We’re looking for an experienced CRM expert to help set up and optimize CRM accounts for our clients across platforms like ActiveCampaign, HubSpot, GoHighLevel (GHL), and others. This role is ideal for someone who understands not just the technical side of CRMs, but how to structure systems that actually drive sales, improve follow-ups, and streamline operations. You’ll be working on real client accounts, helping build out clean, organized, and high-performing CRM systems from the ground up. Please note: You must be located in the U.S. (Eastern, Central, Mountain, or Pacific Time Zones) and able to work during our normal business hours (Eastern Time). What You’ll Be Responsible For: • Setting up CRM accounts from scratch or improving existing setups • Building and organizing pipelines, deal stages, and contact structures • Creating and implementing automations (email, SMS, workflows, triggers) • Setting up forms, landing pages, and lead capture systems • Integrating CRMs with third-party tools (Zapier, APIs, webhooks, etc.) • Importing and cleaning data (contacts, deals, custom fields) • Building reports and dashboards to track performance and key metrics • Ensuring everything is structured for scalability and ease of use • QA testing setups to ensure everything runs smoothly You should have solid experience with at least one of the following platforms: • ActiveCampaign • HubSpot • GoHighLevel (GHL) We understand that no one has mastered every CRM, so if you’re strong in one platform, we’re happy to help you get up to speed on others as needed. Requirements: • Proven experience setting up and managing CRM systems • Strong understanding of automation logic and workflows • Experience with integrations (Zapier, Make, APIs) • Ability to think strategically about sales and marketing processes • Detail-oriented with strong problem-solving skills • Clear communication, ability to document your work, and quick, reliable response times Nice to Have: • Experience working with agencies or multiple client accounts • Background in sales funnels, lead generation, or email marketing • Familiarity with reporting and analytics inside CRMs About Us: We specialize in helping businesses implement and optimize CRM, sales, and marketing automation systems. Our focus is on building systems that are not just functional, but actually drive results. How to Apply: Please include: 1. The CRM platforms you’ve worked with 2. Examples of setups or automations you’ve built 3. Hours your available to work and what timezone you're located in If you’re someone who enjoys building clean, efficient systems that make businesses run better, we’d love to hear from you.

GoHighLevel Solutions Architect | CRM Optimization, Automations & System Design We are looking for an experienced GoHighLevel expert to help refine and expand an existing multi-account CRM ecosystem. The foundation has already been built. We're looking for someone who can think strategically, recommend best practices, and execute high-quality work while keeping the system clean, scalable, and easy to maintain. Current Tech Stack GoHighLevel BookingKoala Zapier SweetProcess Google Drive Stripe QuickBooks OpenPhone / Quo Project Scope We're looking for assistance with: Refining GoHighLevel account architecture Organizing and optimizing custom fields Standardizing tags and naming conventions Building and improving pipelines Creating forms and funnels Designing workflow automations Optimizing integrations between BookingKoala and GoHighLevel Improving customer, lead, and recruiting workflows Recommending best practices for long-term scalability Documenting systems and processes as needed Our Philosophy We believe simple systems scale. We're not looking for someone who creates unnecessary complexity. Every field, automation, tag, and workflow should have a clear business purpose. We're looking for someone who can help us build a CRM that our team will actually enjoy using. Ideal Candidate You should have strong experience with: GoHighLevel Workflow Automations Pipelines & Opportunities Forms & Funnels Custom Fields Zapier CRM Architecture Process Documentation Experience with Booking Koala is a significant advantage but is not required.

**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