Automate Invoice Workflow in 8n8 -- 2
Budget: $250 – $750 AUD
I am seeking a skilled freelancer to create an automated workflow in a n8n self hosting site for my sole trading private counselling practice. I would like the settings to trigger invoices in Xero when I book a client session in Zanda CRM. I would also like help to migrate client information from MYOB to Xero and Halaxay to Zanda CRM software.
Key Requirements:
- Develop a workflow in 8n8 that automates xero invoices when a booking is made in Zanda CRM
- Trigger when a client completes the Google referal Form and it automatically populates int the Zanda CRM
- Facilitate the transfer of client information from MYOB to a new Xero subscription.
- set up automated progress reports in Zandar using a supplied template
Ideal Skills and Experience:
- Proficiency in 8n8 workflow automation.
- Experience with Google Workspace (Drive, Sheets, Docs) integrations.
- Familiarity with Xero accounting software and MYOB data transfer.
- Knowledge of CRM systems, particularly Halaxy CRM and Zanda CRM.
- Strong problem-solving skills and attention to detail.
I look forward to collaborating with a professional who can streamline my practice's operations through effective automation.
Key Requirements:
- Develop a workflow in 8n8 that automates xero invoices when a booking is made in Zanda CRM
- Trigger when a client completes the Google referal Form and it automatically populates int the Zanda CRM
- Facilitate the transfer of client information from MYOB to a new Xero subscription.
- set up automated progress reports in Zandar using a supplied template
Ideal Skills and Experience:
- Proficiency in 8n8 workflow automation.
- Experience with Google Workspace (Drive, Sheets, Docs) integrations.
- Familiarity with Xero accounting software and MYOB data transfer.
- Knowledge of CRM systems, particularly Halaxy CRM and Zanda CRM.
- Strong problem-solving skills and attention to detail.
I look forward to collaborating with a professional who can streamline my practice's operations through effective automation.