API Workflow Automation for Sales Process
Budget: $8 – $15 USD
I'm looking for an experienced API integrator to set up an automated workflow between Close.com, Better Proposal, Intercom, Finix, and ClickUp.
Workflow Requirements:
- When a deal in Close is moved to "needs proposal":
- Create a proposal in Better Proposal
- Inform the salesperson
- Log the action in a CRM
- Salesperson inputs:
- Client's name and contact information
- Salesperson's details
- Detailed list of purchased items with prices
- Upon proposal sent:
- Create an invoice in Finix with client billing details and itemized list of prices
- Send invoice to client
- Create a user in Intercom
- Generate ClickUp tasks for each line item
- After payment or proposal signing:
- Trigger onboarding email via Intercom
Ideal Skills and Experience:
- Strong knowledge of APIs
- Experience with Close.com, Better Proposal, Intercom, Finix, and ClickUp
- Automation tools (Zapier, Integromat, etc.)
- Detail-oriented and reliable
Workflow Requirements:
- When a deal in Close is moved to "needs proposal":
- Create a proposal in Better Proposal
- Inform the salesperson
- Log the action in a CRM
- Salesperson inputs:
- Client's name and contact information
- Salesperson's details
- Detailed list of purchased items with prices
- Upon proposal sent:
- Create an invoice in Finix with client billing details and itemized list of prices
- Send invoice to client
- Create a user in Intercom
- Generate ClickUp tasks for each line item
- After payment or proposal signing:
- Trigger onboarding email via Intercom
Ideal Skills and Experience:
- Strong knowledge of APIs
- Experience with Close.com, Better Proposal, Intercom, Finix, and ClickUp
- Automation tools (Zapier, Integromat, etc.)
- Detail-oriented and reliable