Overview: I am a Project Manager and UX Designer looking for a talented No-Code Automation Engineer / Integration Specialist to architect the backend data pipeline for a SaaS-style platform launch. The front-end website (WordPress) and the custom scoring backend (built by a third-party developer) are already handling their respective duties. Your job is to act as the "connective tissue"—wiring the data flows, handling webhooks, mapping API payloads, and setting up an internal Airtable CRM. We are using OttoKit (or Zapier) as our middleware. This project has an immediate start, with a phased rollout through mid-October. Scope of Work & Deliverables: Phase 1 (Immediate - Target Sept 15): * Catch webhook triggers from SureCart on WordPress upon product purchase. Map data and authentication tokens to pass to a third-party legacy REST API (Endpoints: addCompany, addUser). WordPress will generate the master Company_ID and pass it along. Capture response payloads (including custom test URLs) and route them into a master Airtable Base (acting as our internal operational CRM). Pass customer data and custom tags into Flodesk to trigger automated email nurture/upsell sequences. Handle inbound webhooks from the third-party server (checkupCompleted) when an assessment is finished, saving generated PDF URLs back into the correct Airtable customer record. Phase 2 (Target Oct 1): Configure a secure, filtered view or dashboard layout (using Airtable Interfaces or a simple WP portal embed) so authenticated WordPress users can see only their specific company's report history. Required Skills: Expert-level knowledge of webhooks, JSON payloads, and REST API integration. Deep experience with automation middleware (OttoKit experience is a massive plus; Zapier/Make experts who can adapt quickly are welcome). Advanced Airtable architecture skills (relational databases, formulas, filtered views, interfaces). Familiarity with WordPress e-commerce metadata (specifically SureCart webhooks and user creation). Strong debugging and troubleshooting skills when handling multi-platform data loops. Project Type: Part-time / Short-term project (Estimated 10–20 hours total across a staggered 6-week timeline). How to Apply: Please respond with a brief summary of a similar multi-platform integration project you have successfully built. To prove you have read this entire description, please begin your proposal with the word "AUTOMATE" in all caps.

Core Architectural Workflow 1. Client Intake & Data Collection The customer visits the Porkbun-hosted website and completes a secure, multi-step intake form. The form dynamically captures customer details, the specified number of signers, and handles secure multi-file document uploads. 2. Asynchronous API Triggering Blue Notary API: The website backend instantly delivers an API payload to Blue Notary to establish the live signing session container, pushing the customer data and uploaded document streams directly into the digital meeting room. QuickBooks Online API: Simultaneously, the backend contacts QuickBooks to check for an existing client record or generate a new Customer Profile. 3. Credit Card Tokenization (Vaulting) To maintain absolute data security and avoid PCI-compliance liabilities, the developer will embed the QuickBooks Web Payments SDK directly into the booking page. When the client clicks "Book," the secure iframe captures and tokenizes the credit card information with QuickBooks Payments, returning a secure payment token (paymentMethodToken). The website backend securely maps this token to the customer profile for later use; no actual credit card numbers are ever stored on our servers. 4. Post-Session Admin Portal & Dynamic Billing Because RON platforms track identity verification but do not consistently pass live, rolling digital stamp/seal counts to external billing systems in real time, the developer will construct a secure, password-protected administrative interface on our domain (e.g., /admin/billing). Upon logging out of a completed Blue Notary session, the admin opens this dashboard, selects the client, and types in the Actual Signers and Actual Seals Placed. Automated Billing Logic Formula Upon submitting the administrative form, the server executes the programmatic pricing formula: Total Invoice = Base Session Fee + (Additional Signers × Signer Rate) + (Additional Seals × Seal Rate) The backend automatically executes these final steps via the QuickBooks API: Generates a professional line-item invoice reflecting the base fee and exact volume variables. Commands QuickBooks Payments to immediately process the charge using the vaulted credit card token. Locks in the clean processing rate (e.g., flat 2.99% invoiced rate) with zero added per-transaction service fees or third-party overhead. Triggers the automated delivery of the official QuickBooks paid receipt directly to the client's inbox. Developer Job Posting Copy Project Overview: Looking for a talented full-stack developer to redesign/update a website hosted on Porkbun, build a custom multi-signer intake form with secure document upload, and integrate direct, custom backend automations with Blue Notary and QuickBooks Online. No third-party automation tools (Zapier/Make) are permitted. Key Deliverables: Frontend Intake Form: Clean, mobile-responsive design allowing secure file uploads and dynamic forms based on input signer counts. Direct Blue Notary Integration: Connect to Blue Notary’s REST API to instantly initiate a session and pass files upon customer submission. QuickBooks Payments SDK Integration: Implement secure credit card vaulting/tokenization at intake using the official QuickBooks Web Payments SDK. Admin Post-Session Billing Tool: Create a lightweight, secure internal portal where the admin inputs final signer and seal counts. Automated Invoicing Engine: Calculate the final pricing via code on admin submission, generate a line-item invoice in QuickBooks, charge the vaulted card token automatically, and trigger the receipt. Technical Requirements: Proven experience with backend languages (Node.js, Python, PHP, or Go). Deep familiarity with QuickBooks Online Accounting & Payments APIs (specifically tokenized card charges and invoice generation). Strong understanding of REST APIs, webhooks, JSON payloads, and secure file handling over HTTPS. Ability to deliver clean, documented, standalone code without external platform dependencies.

We're looking for a Salesforce Developer / Architect to support a variety of client projects focused on custom development, integrations, automation, and revenue operations workflows. This role is ideal for someone who enjoys working directly with stakeholders, owning technical solutions end-to-end, and helping clients optimize their Salesforce ecosystem. Responsibilities: • Apex development, triggers, batch jobs, and Lightning Web Components (LWC) • Build and maintain Salesforce integrations with third-party platforms • Design scalable automation using Flows and Salesforce best practices • Support data migrations, data quality, and system optimization initiatives • Implement and enhance CPQ, Revenue Cloud, and quote-to-cash workflows • Collaborate with client stakeholders to gather requirements and deliver solutions Preferred Experience: • Salesforce CPQ and/or Revenue Cloud • Billing and payment platform integrations (Chargebee, Stripe, Zuora, etc.) • Salesforce ↔ HubSpot integrations • REST/SOAP APIs and middleware platforms • AI or automation experience is a plus Requirements: • 5+ years of Salesforce development experience • Strong Apex and LWC expertise • Experience with complex integrations and data migrations • Excellent communication and client-facing skills • US-based preferred/ No Agencies Side note: Please do not contact Joe or the hiring manager directly by email or phone regarding this role, as those outreach attempts will be treated as spam. All applications should go through the proper application process only.

We're a 30-year, family-owned home improvement company in Michigan. We run a modern but disconnected software stack and we're looking for a developer to connect the pieces, automate manual work, and build reporting that actually gets used. This is project-based contract work to start, with steady ongoing work for the right person. Not a full-time role. What you'd be working on: Our tools don't talk to each other and too much still runs on manual data entry and spreadsheets. We want someone who can look at a workflow, find the bottleneck, and build the fix. Examples of projects on our list: Replace an antiquated Google Sheets scheduling system with something modern and connected Build and maintain integrations between our core tools (CRM, call tracking, phone, accounting) Build BI and reporting dashboards that pull from multiple sources into one clear view Automate manual data entry, lead routing, and reporting tasks Set up AI-assisted tooling where it makes sense (call summaries, automated reporting, data cleanup) Our stack: JobNimbus (CRM, system of record) CallRail (call tracking, ~50 numbers) RingCentral (phone) Rilla (sales conversation analysis) QuickBooks (accounting) Google Ads and Facebook Ads Google Sheets / Google Workspace You should have: Strong experience with API integrations and connecting SaaS tools (Zapier/Make is fine for some of it, but we want someone who can write custom code when the no-code tools fall short) Experience building reporting dashboards or BI tools Comfort with one or more CRM platforms (JobNimbus experience is a big plus) Ability to scope a problem, propose a solution, and ship it without heavy hand-holding Clear written communication and the ability to explain technical work to non-technical people Nice to have: Experience with JobNimbus, CallRail, RingCentral, or QuickBooks specifically Experience building AI-assisted workflows (LLM-based summaries, data extraction, etc.) Experience in home services, construction, or contracting businesses

We’re looking for a HubSpot CRM expert who can design the overall CRM architecture, build automation, and implement integrations—not just configure basic fields and views. You will own the HubSpot setup end-to-end, from data structure and workflows to integrations with Google products and our third‑party website. Key Responsibilities Audit and optimize our existing HubSpot portal, including objects, pipelines, lifecycle stages, properties, lists, and permissions. Design and implement automated client updates (emails, tasks, notifications) driven by HubSpot workflows and clearly defined triggers (e.g., deal stage changes, form submissions). Build and maintain integrations between HubSpot and: Google Sheets for two-way data sync and operational reporting. Google Docs and Drive for structured storage and easy access to client documents from within HubSpot records. Connect HubSpot to our 3rd‑party website: Implement form capture and tracking. Send events and data from the website into HubSpot. Expose HubSpot data back to the site as needed (e.g., client portal / logged-in experiences). Use native integrations, marketplace apps, and/or no-code tools (Zapier, Make, n8n, etc.) to orchestrate data flows where appropriate. Work with APIs (HubSpot, Google, and website backend) to implement and document custom integrations when off‑the‑shelf tools aren’t sufficient. Set up dashboards and reports to give leadership and operations clear visibility into the client lifecycle and pipeline. Document the architecture, integrations, and workflows so they can be maintained and extended over time.

KlientBoost is looking for a part-time freelance Conversion Tracking Specialist to help with the hands-on implementation and QA of online and offline conversion tracking across our client accounts. This is a focused, individual-contributor engagement with no people management, ideal for a tracking expert who can move quickly, work independently, and get measurement set up correctly the first time. You'll plug into our paid media and account teams to scope, build, and troubleshoot conversion tracking across Google Ads, Meta, LinkedIn, Microsoft Ads, and other channels, including CRM-to-platform pipelines for offline conversions. Responsibilities Implement and QA online conversion tracking across Google Ads, Meta, LinkedIn, Microsoft Ads, and other paid channels Set up and maintain offline conversion tracking, including CRM-to-ad-platform data flows via tools like HubSpot, Salesforce, and Zapier (CSV uploads and API-based ingestion) Build and manage GTM containers, custom triggers/variables, and consent mode configurations Troubleshoot tracking discrepancies and validate data accuracy end-to-end before handoff Required Skills & Expertise Conversion tracking: end-to-end implementation and QA across major ad platforms (Google, Meta, Microsoft, LinkedIn) Offline conversion tracking: CSV uploads, API-based data ingestion, and CRM-to-platform pipelines Google Tag Manager: container management, custom triggers/variables, consent mode HubSpot: CRM integration, lead tracking, and ad platform sync Zapier (or equivalent workflow automation tools)

The Part-Time Technical Operations Manager is responsible for making sure the company's technology, platforms, automations, and communication systems work together properly and support the day-to-day needs of the business. This person serves as the primary technical resource for the company and is responsible for resolving technical issues, maintaining systems and automations, managing platform enhancements, and coordinating with outside developers and vendors. This role ensures the company's platforms, workflows, and technical processes are operating properly and supporting the needs of the business. This role requires someone who is organized, detail-oriented, and comfortable working across multiple systems. The successful candidate must be able to troubleshoot issues, manage technical projects, coordinate with vendors and developers, and follow projects through to completion. Responsibilities *Ensure the company's marketing, sales, and customer systems are working together properly *Manage and maintain the systems that support lead generation, customer communication, purchases, and fulfillment *Troubleshoot issues involving email, SMS, voicemail drops, forms, automations, payments, and customer access *Ensure leads, customers, and members are receiving the correct communications and access at the right time *Support membership platforms, customer portals, and internal business applications *Manage user access, permissions, and account-related requests *Build, maintain, and troubleshoot automations and workflows *Identify and resolve issues involving system integrations and data flow between platforms *Respond to internal technical support requests and resolve system-related issues *Coordinate with developers and vendors on bug fixes, enhancements, and platform improvements *Test new functionality and verify issues have been resolved before release *Support reporting accuracy and troubleshoot data-related issues *Identify opportunities to improve workflows, reduce manual work, and increase operational efficiency *Help implement new systems, tools, and automations as the company grows Preferred Experience GoHighLevel HubSpot Clickfunnels Zapier WordPress Elementor BuddyBoss Spiffy Membership or community platforms Custom web applications Marketing automation systems Working with outside developers and technical vendors HTML and CSS Online education, coaching, membership, or digital product businesses Success in This Role A successful candidate will take ownership of the company's technical operations, automations, communications, payments, platform functionality, and customer access systems, ensuring systems are functioning properly, issues are resolved quickly, and technology continues to support the company's growth and day-to-day operations.

Project Overview Building an end-to-end sales pipeline integration. Every prospect tracked from first identification through closed deal. HubSpot CRM is the system of record. Activity from LinkedIn outreach, Sales Navigator, and Microsoft 365 (email + calendar) must flow automatically into HubSpot against the correct contact and deal. Stack to integrate Waalaxy (LinkedIn outreach automation) LinkedIn Sales Navigator HubSpot — currently evaluating Sales Hub Starter; Phase 1 deliverable confirms correct tier Microsoft 365 — email and calendar via Graph API Engagement structure — phased, fixed-price per phase Phase 1 — Discovery & Feasibility (paid, 3–5 business days) Interview us on sales process, current tools, and objectives Deliverable: written feasibility memo stating what's possible, what isn't, required HubSpot tier, and a fixed-price quote for Phases 2–5 We decide whether to proceed. If not, we owe only the Phase 1 fee. Phase 2 — Architecture + one integration working end-to-end in sandbox Phase 3 — Full build, all connectors live in production Phase 4 — Pipeline stages, dashboards, automation rules Phase 5 — Documentation, training, 30-day warranty period Timeline: 2 weeks from kickoff. Phase 1 due within 5 business days of award. Full build and handoff within 10 business days of Phase 1 sign-off. Do not bid if you cannot start within 5 business days of award. Required 3+ years HubSpot development/admin (certified preferred) Shipped integrations with a LinkedIn automation tool (Waalaxy, HeyReach, Lemlist, Dripify, or equivalent) Microsoft Graph / Office 365 integration experience Built end-to-end sales pipelines — not just point integrations Out of scope (for now) Lead enrichment (Clay, Apollo, etc.) AI-based scoring or routing Historical data migration To apply, address in your proposal Worst integration you shipped and what you learned (one sentence) Recommended Waalaxy → HubSpot sync architecture (native, Zapier/Make, or custom — and why) How you'd handle Sales Navigator given LinkedIn has no public API Fixed-price quote for Phase 1 only Order-of-magnitude estimate for Phases 2–5 (final quote delivered in Phase 1 memo) Engagement terms Fixed price per phase, milestone-based payment NDA executed before any environment specifics shared All work-for-hire; IP assigned to client at each milestone Posted under personal account; client identity disclosed post-NDA

Building a custom compliance-grade operations platform for a Registered Investment Advisor (RIA) fractional COO firm — RIA SOS OS. Stack: React + TypeScript, NestJS + TypeScript, PostgreSQL + TypeORM, n8n for orchestration. Zero Zapier. US-based team. This is a fixed-price, milestone-based engagement structured in two phases. ───────────────────────────────────────── PHASE 1 — 315 Hours / $7,125 ───────────────────────────────────────── Block 1 (150 hrs at $20/hr — $3,000): M1 — Infrastructure and Schema NestJS project, JWT auth, tenant guards, PostgreSQL schema with TypeORM entities and migrations, RLS policies, audit log triggers, n8n queue mode, Wealthbox and Redtail APIs confirmed. M2 — Core n8n Workflows New lead capture, appointment confirmation and reminders, client onboarding trigger, review engine, overdue transfer alert. Dead letter queue and idempotency on all workflows. M3 — React Foundation and Auth React + TypeScript project, NestJS API endpoints, JWT multi-tenant auth, role-based access control, dashboard, shared component library. Block 2 (165 hrs at $25/hr — $4,125): M4 — Core UI Modules and Onboarding Contacts module, task management, onboarding pipeline kanban, all 9 task pack templates seeded (Death Claim, RMD, Money Movement, Reallocation, Life Insurance, Annuity, Address Change, Document Upload, Service Calendar), tier gating, tenant provisioning admin view. M5 — ACAT Pipeline and Compliance Module Full ACAT kanban with all 22 fields, expected amount lock at API level, variance check with 5% threshold, compliance review queue with resolution workflow, cross-pipeline completion check with idempotency, NIGO tracking pipeline, full ACAT validation test suite. M6 — Phase 1 Testing and Handoff Integration test suite, compliance scenario testing, architecture documentation, TypeORM entity reference, operations runbook, deployment guide, 60-minute walkthrough, 14-day post-launch support. ───────────────────────────────────────── PHASE 2 — 259 Hours (separate agreement) ───────────────────────────────────────── LinkedIn intake backend (four-way routing, UTM attribution), Wealthbox and Redtail full bidirectional sync, Anvil Auto-Prepare for 10 custodian PDF document types (Schwab, Fidelity, Pershing, TD Ameritrade), Reviews, Referrals, Internal Ops and Calendar UI modules, Fireflies per-tenant routing, task pack auto-attachment logic, full tenant provisioning automation script

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.