Zoho Creator Jobs

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Hourly - Entry Level ($) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
We are a finance and consulting business that has just recently starting using Zoho to run our businesses. The finance business manages a loan application process for our clients and as a part of our involvement in that process we need to advise clients what supporting documents are required according to their needs and the lender chosen. We then need to work with them until all documents are held to enable submission of the application in full to the lender. Initially the potential loan is shown as an opportunity, once that loan has been completed it then needs to transfer across to a product against that contact or company. We looking for an experienced Zoho expert that is able to assist in customising the CRM to our business. Initially we require the following: 1) Custom script developed that will create a product and assign it to a contact/company once the opportunity stage reaches won. 2) Develop an app or customise a module (whatever is more effective) that will allow required supporting documents to be selected, and then an ongoing management of the outstanding documents (using automation) to ensure the clients provide all necessary documents. Document matrix will be able to be provided to determine the required documents as the data source for the app. 3) Customer portal developed which incorporates management of the loan process, including the required documents mentioned in point 2, ideally allowing the client to upload direct into the portal (if that is possible). There will be other requirements for the portal also which will be discussed according to what is actually possible within Zoho. We are seeking someone who is innovative and motivated to capture our initial ideas and then improve them according to their knowledge and experience in working with Zoho so we get the best result. Depending on the innovation, timeliness, capability and professionalism of the specialist selected to work to time and budget guidelines, there will likely be ongoing work as the business needs change and complexity of our needs and reliance on Zoho increases.
Skills: Zoho Creator Zoho CRM
Hourly - Intermediate ($$) - Est. Time: Less than 1 week, 10-30 hrs/week - Posted
Seeking a Zoho specialist to implement programming for newly created Zoho account. Must also have knowledge of business apps such as WebMerge, Zapier, API integration I am looking to do the following and more: 1. Setup document integration with WebMerge 2. Setup workflows with Zoho 3. Setup integration with Zoho 4. Setup integration with Wufoo 5. Setup integration with RingCentral You must be able to speak fluent English
Skills: Zoho Creator zapier Zoho CRM
Fixed-Price - Intermediate ($$) - Est. Budget: $900 - Posted
Overall goals/principles: Function over form. Work well on all devices/browsers, especially mobile. Readable, enjoyable, shareable, easy to consume (please keep in mind this is a news site). Better advertising/grow digital revenue and subscriptions 1. Security updates, fix errors, https 2. Integration among website, CRM, and accounting. Options on website: opinion (free) all online access ($3.50/month or $39/year) print only ($3.50/month or $39/year) print and online ($4/month or $46/year) Support subscriber ($92 per year). Gift subscription option (paid by person other than user/shipping address). PLEASE NOTE: the current ubercart set charges an extra $4 postage on one-year print subscriptions ($0.75 per month for monthly) mailed outside Albany County. That needs to stay. After selecting option: webform for personal details, name, address, email, phone, etc. Creates contact in CRM and invoice in accounting. Users should be able to change their contact info. Each recurring charge creates new invoice under the SAME ACCOUNT (might require matching up customer id number or unique username). Email marketing: Mailchimp 3. Metered paywall. See first-click free module. Allow access to premium articles to anyone for one article per week. Then they should get the subscribe message that is there now. 4. Optimize articles for social (so Facebook pulls photos and text well) 5. Set up RSS feeds for each category (news, community news, obituaries, sports) 6. Ad positions, should show up within lists of articles, and between articles (when inside of an article, scrolling should scroll through open articles, see quartz.com, with ads 970x250 or 320x100 in between) 7. Floating menu (see atlantic.com, autoweek.com, nytimes.com). With small space for logo (autoweek.com), then hamburger (nytimes.com) menu, space for ad 320x50 in middle, then social buttons on right (Facebook, twitter, email, print). - Right now, the menu appears in the middle of the page upon scrolling. Maybe a glitch or bug with floating block module. 8. Media management: We need to be able to insert images easily. Should be 1. Upload photo. 2. paste in cutline/caption text. 3. Insert photo/cutline inline. Should be resizable. (Right now, cutline is separate from image). Also, images now appear low res. How can we have sharper, higher res images? (https://groups.drupal.org/node/5281)
Skills: Zoho Creator CSS Drupal English
Fixed-Price - Expert ($$$) - Est. Budget: $200 - Posted
I am looking for someone to help me build a Zoho Creator database with the following: - Patient Management workflow as attached - Dashboard to view the progress each week of outstanding patients to contact and their status - Ideally an email alert system with a 48 hour trigger, or immediate trigger.
Skills: Zoho Creator
Fixed Price Budget - Intermediate ($$) - $5 to $5,000 - Posted
We have a database of 300,000 trucking companies and are looking for a solution assigning sales reps to accounts and also keeping track of which accounts have been called and by who. I believe the Sales Management app in zoho creator might be the right fit but I am also open to other solutions. I currently have the database in both postgre and csv. I would need to develop custom search and custom workflows.
Skills: Zoho Creator PHP Zoho CRM
Hourly - Entry Level ($) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
Looking for an experienced database developer with specific expertise in Zoho Creator. This will a job consisting of creating a customized database to manage projects, importing current datas from excel format into the database, assisting with instruction on using the database and ongoing custimizations and tweaking would be expected.
Skills: Zoho Creator Database design Microsoft Excel
Hourly - Expert ($$$) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
To apply you must: - have at least 3 years experience in Zoho Creator - be available to work in hours between 11am and 6pm GMT+2 - have excellent communication skills - be familiar with Slack and Asana - have great attention to detail
Skills: Zoho Creator
Fixed-Price - Expert ($$$) - Est. Budget: $400 - Posted
We are currently looking for a zapier.com expert developer who can assist us with transitioning our scripts from itduzzit.com to Zapier. We use ZOHO Creator as our application platform.
Skills: Zoho Creator zapier
Hourly - Intermediate ($$) - Est. Time: Less than 1 month, 10-30 hrs/week - Posted
We are in need of a Document Management System (DMS) / Electronic Document and Records Management System (EDRMS). The DMS/EDRMS will be used to process users application for passports, visas, and other travel related documents. The selected contractor must know his/her proposed system's ins and outs. Must be able to get the basic system configured quickly and offer long term support. We require a system with at least the following functionalities: - CUSTOM DATA FIELDS Ability to create forms with custom data fields. Custom data fields support must include typical HTML form fields, such as text box, text area, checkboxes, radio boxes, selects, etc. We also need to support tabular data / repeating fieldset / repeating section, wherein rows of data with custom columns can be inputted into the system. Ideally, the form can dynamically change based on certain inputs to the custom data fields (e.g. if a certain radio data field is selected, then certain other custom data fields will show/hide). - SELF-SERVICE PORTAL Ability to allow users outside the organization to log into the system and populate forms and upload documents - DOCUMENT GENERATION Ability to output various fillable PDF forms with data captured by the system's custom data fields. - WORKFLOW SUPPORT Ability to support custom workflow wherein the document goes through a predefined process. - DEPLOYMENT Must be an web based system. No desktop application installation requirement. - CRM / EMAIL / CALENDAR / TASK Should have CRM functionality, with ability to send/receive email within the system, add calendar events, tasks, etc.
Skills: Zoho Creator