Automated Case Processing System Creation
Budget: $250 – $750 USD
PROJECT TITLE:
Build Automated Case Processing System (Jotform → Make.com → Airtable → Twilio)
BINDING AGREEMENT — READ BEFORE ACCEPTING
This is a strict PASS / FAIL project.
Payment is released ONLY for a fully working system that meets EVERY requirement below.
Payment is NOT for:
- time
- effort
- partial work
- interpretation
- “I thought this is what you meant”
- “I followed your instructions but it still doesn’t work”
If ANY requirement is missing, incorrect, or not proven → NO PAYMENT.
ZERO‑INTERPRETATION CLAUSE
The specification must be followed EXACTLY as written.
The developer may NOT:
- reinterpret requirements
- assume missing logic
- substitute “equivalent” solutions
- rename, remove, or alter required fields
- change the order of operations
ANY deviation or assumption = automatic project failure.
SYSTEM STACK (MANDATORY)
Jotform → Make.com → Airtable → Twilio
No substitutions.
CORE SYSTEM REQUIREMENT
EVERY case must ALWAYS have:
- Tax Stage (NO “Not Sure,” NO unknowns)
- Recovery Path (REQUIRED — cannot be empty)
- Next Action (REQUIRED — cannot be empty)
NO DEAD ENDS — EVER.
LOCKED DECISION ORDER (CANNOT CHANGE)
The system must execute in this exact order:
1. Ownership Check
If No → Status = Ineligible → STOP
2. Mortgage Check
If Yes → Status = Ineligible → STOP
3. Tax Stage Assignment
“Not Sure” MUST be converted to Year 1, Year 2, or Year 3
4. Timeline Check
5. HOPE Status
6. Document Status
If No → BLOCK ALL PROGRESSION + trigger Missing Docs SMS
7. Payment Plan Status
8. Repair Status
9. Denial Handling
10. Recovery Path Assignment
11. Next Action Assignment
ANY change in order = FAILURE.
JOTFORM REQUIREMENTS (ALL FIELDS REQUIRED)
Basic Fields:
- Ownership (Yes/No)
- Mortgage (Yes/No)
- Address
- Property Type
- Help Needed
Tax Stage Options:
- Current
- Delinquent (Year 1)
- Forfeited (Year 2)
- Foreclosure (Year 3)
- Not Sure
If “Not Sure,” system MUST use:
- Tax Bill Received
- Forfeiture Notice
- Court Notice
- Behind on Taxes
System MUST convert to final tax stage.
NO UNKNOWN TAX STAGE STORED.
HOPE Status:
- Not Started
- In Progress
- Submitted
- Approved
- Denied
Payment Plan:
- Yes / No
Documents:
- Yes / No
Repairs:
- Yes / No
- Type
- Urgency
- Description
Contact:
- Name
- Phone (REQUIRED)
AIRTABLE REQUIREMENTS (EXACT FIELD LIST — NO CHANGES)
The Airtable base MUST include ALL of the following fields:
- Name
- Phone
- Address
- Ownership
- Mortgage
- Property Type
- Entry Type
- Tax Stage
- HOPE Status
- HOPE Deadline
- Payment Plan Status
- Documents Complete
- Repair Issues
- Repair Types
- Repair Urgency
- Repair Description
- Denial Reason
- Recovery Path
- Next Action
- Status
- Date Submitted
- Follow-Up Date
- Last SMS Date
- Last Response Date
- Missing Docs SMS Sent
- 14-Day Alert Sent
- 7-Day Alert Sent
ANY missing or renamed field = FAILURE.
HARD ENFORCEMENT LOGIC
Eligibility:
- Ownership = No → STOP
- Mortgage = Yes → STOP
Document Block:
- Documents = No → MUST block progression + MUST trigger Missing Docs SMS
HOPE Flow:
- Not Started / In Progress → Apply
- Submitted → Monitor
- Approved → STOP ALL
Denial Handling:
- HOPE Denied → Denial Reason REQUIRED
If Payment Plan = No:
→ Recovery Path = Payment Plan
→ Next Action = Enroll
If Payment Plan = Yes:
→ Recovery Path = PAYS
→ Next Action = Apply
FAIL IF ANY CASE HAS:
- NO Recovery Path
- NO Next Action
SMS SYSTEM (TWILIO)
System MUST:
- Log Message SID
- Show Delivered status
- Prevent duplicate messages
FAIL IF:
- duplicate SMS sent
- SID missing
- delivery not confirmed
STOP RULE
If Status = Protected OR Case Closed:
→ ALL automation MUST stop
→ NO SMS may be sent
PASS / FAIL REQUIREMENTS
System passes ONLY if:
- NO unknown tax stage
- EVERY case has Recovery Path
- EVERY case has Next Action
- NO duplicate SMS
- ALL logic executes in correct order
- ALL enforcement rules hold
ANY failure = NO PAYMENT.
PROOF REQUIREMENTS (MANDATORY)
A. AIRTABLE
- Full table screenshot
- ALL fields visible
- 5 test cases showing:
- Tax Stage
- Recovery Path
- Next Action
B. MAKE.COM
- Scenario logs
- Filters working
- No errors
C. TWILIO
- Phone number
- Message body
- Message SID
- Delivered status
D. FULL SYSTEM FLOW TEST
Developer MUST demonstrate:
1. Form submission
2. Airtable record creation
3. Recovery Path assignment
4. Next Action assignment
5. SMS triggered
6. Follow-up executed
E. NO DEAD END TEST
HOPE Denied case MUST:
- reroute
- assign Recovery Path
- assign Next Action
AUTOMATIC FAILURE (NO PAYMENT)
- ANY missing proof
- ANY missing field
- Missing Recovery Path
- Missing Next Action
- Unknown Tax Stage
- Duplicate SMS
- System stops without reroute
FINAL AGREEMENT
By accepting this project, the developer agrees:
- To build EXACTLY as written
- To make NO changes
- To make NO assumptions
- To accept PASS/FAIL payment terms
BUDGET: $350 FIXED
Payment released ONLY after full verification.
PROJECT OWNER:
Divine Authorities Community Land Trust
https://www.divineauthoritiesclt.org
Build Automated Case Processing System (Jotform → Make.com → Airtable → Twilio)
BINDING AGREEMENT — READ BEFORE ACCEPTING
This is a strict PASS / FAIL project.
Payment is released ONLY for a fully working system that meets EVERY requirement below.
Payment is NOT for:
- time
- effort
- partial work
- interpretation
- “I thought this is what you meant”
- “I followed your instructions but it still doesn’t work”
If ANY requirement is missing, incorrect, or not proven → NO PAYMENT.
ZERO‑INTERPRETATION CLAUSE
The specification must be followed EXACTLY as written.
The developer may NOT:
- reinterpret requirements
- assume missing logic
- substitute “equivalent” solutions
- rename, remove, or alter required fields
- change the order of operations
ANY deviation or assumption = automatic project failure.
SYSTEM STACK (MANDATORY)
Jotform → Make.com → Airtable → Twilio
No substitutions.
CORE SYSTEM REQUIREMENT
EVERY case must ALWAYS have:
- Tax Stage (NO “Not Sure,” NO unknowns)
- Recovery Path (REQUIRED — cannot be empty)
- Next Action (REQUIRED — cannot be empty)
NO DEAD ENDS — EVER.
LOCKED DECISION ORDER (CANNOT CHANGE)
The system must execute in this exact order:
1. Ownership Check
If No → Status = Ineligible → STOP
2. Mortgage Check
If Yes → Status = Ineligible → STOP
3. Tax Stage Assignment
“Not Sure” MUST be converted to Year 1, Year 2, or Year 3
4. Timeline Check
5. HOPE Status
6. Document Status
If No → BLOCK ALL PROGRESSION + trigger Missing Docs SMS
7. Payment Plan Status
8. Repair Status
9. Denial Handling
10. Recovery Path Assignment
11. Next Action Assignment
ANY change in order = FAILURE.
JOTFORM REQUIREMENTS (ALL FIELDS REQUIRED)
Basic Fields:
- Ownership (Yes/No)
- Mortgage (Yes/No)
- Address
- Property Type
- Help Needed
Tax Stage Options:
- Current
- Delinquent (Year 1)
- Forfeited (Year 2)
- Foreclosure (Year 3)
- Not Sure
If “Not Sure,” system MUST use:
- Tax Bill Received
- Forfeiture Notice
- Court Notice
- Behind on Taxes
System MUST convert to final tax stage.
NO UNKNOWN TAX STAGE STORED.
HOPE Status:
- Not Started
- In Progress
- Submitted
- Approved
- Denied
Payment Plan:
- Yes / No
Documents:
- Yes / No
Repairs:
- Yes / No
- Type
- Urgency
- Description
Contact:
- Name
- Phone (REQUIRED)
AIRTABLE REQUIREMENTS (EXACT FIELD LIST — NO CHANGES)
The Airtable base MUST include ALL of the following fields:
- Name
- Phone
- Address
- Ownership
- Mortgage
- Property Type
- Entry Type
- Tax Stage
- HOPE Status
- HOPE Deadline
- Payment Plan Status
- Documents Complete
- Repair Issues
- Repair Types
- Repair Urgency
- Repair Description
- Denial Reason
- Recovery Path
- Next Action
- Status
- Date Submitted
- Follow-Up Date
- Last SMS Date
- Last Response Date
- Missing Docs SMS Sent
- 14-Day Alert Sent
- 7-Day Alert Sent
ANY missing or renamed field = FAILURE.
HARD ENFORCEMENT LOGIC
Eligibility:
- Ownership = No → STOP
- Mortgage = Yes → STOP
Document Block:
- Documents = No → MUST block progression + MUST trigger Missing Docs SMS
HOPE Flow:
- Not Started / In Progress → Apply
- Submitted → Monitor
- Approved → STOP ALL
Denial Handling:
- HOPE Denied → Denial Reason REQUIRED
If Payment Plan = No:
→ Recovery Path = Payment Plan
→ Next Action = Enroll
If Payment Plan = Yes:
→ Recovery Path = PAYS
→ Next Action = Apply
FAIL IF ANY CASE HAS:
- NO Recovery Path
- NO Next Action
SMS SYSTEM (TWILIO)
System MUST:
- Log Message SID
- Show Delivered status
- Prevent duplicate messages
FAIL IF:
- duplicate SMS sent
- SID missing
- delivery not confirmed
STOP RULE
If Status = Protected OR Case Closed:
→ ALL automation MUST stop
→ NO SMS may be sent
PASS / FAIL REQUIREMENTS
System passes ONLY if:
- NO unknown tax stage
- EVERY case has Recovery Path
- EVERY case has Next Action
- NO duplicate SMS
- ALL logic executes in correct order
- ALL enforcement rules hold
ANY failure = NO PAYMENT.
PROOF REQUIREMENTS (MANDATORY)
A. AIRTABLE
- Full table screenshot
- ALL fields visible
- 5 test cases showing:
- Tax Stage
- Recovery Path
- Next Action
B. MAKE.COM
- Scenario logs
- Filters working
- No errors
C. TWILIO
- Phone number
- Message body
- Message SID
- Delivered status
D. FULL SYSTEM FLOW TEST
Developer MUST demonstrate:
1. Form submission
2. Airtable record creation
3. Recovery Path assignment
4. Next Action assignment
5. SMS triggered
6. Follow-up executed
E. NO DEAD END TEST
HOPE Denied case MUST:
- reroute
- assign Recovery Path
- assign Next Action
AUTOMATIC FAILURE (NO PAYMENT)
- ANY missing proof
- ANY missing field
- Missing Recovery Path
- Missing Next Action
- Unknown Tax Stage
- Duplicate SMS
- System stops without reroute
FINAL AGREEMENT
By accepting this project, the developer agrees:
- To build EXACTLY as written
- To make NO changes
- To make NO assumptions
- To accept PASS/FAIL payment terms
BUDGET: $350 FIXED
Payment released ONLY after full verification.
PROJECT OWNER:
Divine Authorities Community Land Trust
https://www.divineauthoritiesclt.org