Automate Client Onboarding with Zoho Integration

I am seeking an experienced professional to help automate our client onboarding process for our mortgage and financial services firm. We currently use Zoho Forms to collect basic contact information and employment and income details from our clients. The goal is to integrate these submissions with both FYI Docs and Ignition to streamline our workflow.

Key Requirements:
- Map Zoho Form fields to FYI client records and Ignition proposals.
- Trigger the creation or update of records in both platforms.
- Utilize Zoho Flow for the integration process.
- Ensure seamless data transfer and process automation.

Ideal Skills and Experience:
- Proven experience with Zoho Forms and Zoho Flow.
- Familiarity with FYI Docs and Ignition platforms.
- Strong understanding of API integrations and automation tools.
- Bonus: Experience with compliance workflows in financial services or mortgage broking.

The timeline for this project is immediate, and while we prefer someone located in Australia, remote candidates with relevant experience are welcome to apply. If you have the expertise to enhance our onboarding process, I look forward to your proposal.