Custom Workflow Automation with Twilio Integration
Budget: $250 – $750 NZD
I am a sole trader operating in the service industry. I need a custom-built solution using Google Apps Script or bespoke development, integrated with Google Workspace and Twilio, to automate my workflows for sales, customer follow-ups, booking, and invoicing.
Requirements Overview:
1. Sales Enquiry & Follow-Up Automation
Quote requests come via webforms and land in my Gmail inbox.
Once I manually reply to a sales enquiry:
A custom follow-up email sequence should be triggered automatically.
The system should send templated follow-up emails at set intervals (e.g., 1 day, 3 days, 7 days).
If the customer replies before the sequence finishes, the sequence should be detected and automatically cancelled to avoid unnecessary follow-ups.
2. Twilio SMS & Voice Call Integration
Every time an email (manual or automated) is sent to a customer, a Twilio SMS notification should also be triggered.
SMS messages should be template-based and correspond to the email content (e.g., "Quote Sent", "Follow-Up Reminder", etc.).
Different email actions should trigger different SMS templates.
The system should also allow me to initiate and receive calls via Twilio:
Ability to make and receive Twilio calls from desktop and mobile (browser-based and via Twilio mobile app or softphone integration).
Call logs should be stored (e.g., in Google Sheets or another CRM dashboard).
Optional: After a missed call, an automated SMS should be sent to the customer saying we will return their call shortly.
Twilio system should be fully integrated into the workflow, so:
SMS notifications are automatically linked to customer actions (email replies, booking confirmations, etc.).
I can manually trigger an SMS or call from a desktop or mobile device when needed.
3. Post-Reply Follow-Up Workflow
When I send a generic reply (e.g., "Thank you, we will be in touch"), a separate follow-up email sequence should be triggered.
This sequence should be distinct from the sales follow-up (e.g., nurturing, value-add content, etc.).
Corresponding SMS notifications should accompany this sequence as well.
4. Booking & Scheduling Workflow
Upon quote acceptance, I will manually schedule bookings using Google Calendar or an alternative tool (open to suggestions for improved integration).
After booking:
A custom booking confirmation email (HTML/template-based) should be sent, instead of a generic calendar invite.
A Twilio SMS confirmation should be sent at the same time.
On the day of the booking:
A morning SMS and email reminder should be automatically sent to the customer.
Optional Suggestion:
Consider a simple booking dashboard or form where I can input booking details that will:
Auto-create the Google Calendar event.
Trigger confirmation emails and SMS notifications instantly.
5. Invoicing Workflow (Invoice Ninja Integration)
After the service:
Automatically create the contact in Invoice Ninja via API.
A task or reminder should be created (e.g., Google Tasks or within Google Sheets) to manually generate the invoice.
Invoice creation and payment reminders will be handled through Invoice Ninja itself.
System Requirements:
The entire system should be:
Accessible on both desktop and mobile (through browser access and/or mobile-friendly tools).
Integrated into Google Workspace (Gmail, Google Calendar, Google Sheets, Google Tasks, etc.).
Fully integrated with Twilio for SMS and calling (calls via Twilio Voice).
User-friendly to allow simple adjustment of email/SMS templates, scheduling intervals, and triggers.
Requirements Overview:
1. Sales Enquiry & Follow-Up Automation
Quote requests come via webforms and land in my Gmail inbox.
Once I manually reply to a sales enquiry:
A custom follow-up email sequence should be triggered automatically.
The system should send templated follow-up emails at set intervals (e.g., 1 day, 3 days, 7 days).
If the customer replies before the sequence finishes, the sequence should be detected and automatically cancelled to avoid unnecessary follow-ups.
2. Twilio SMS & Voice Call Integration
Every time an email (manual or automated) is sent to a customer, a Twilio SMS notification should also be triggered.
SMS messages should be template-based and correspond to the email content (e.g., "Quote Sent", "Follow-Up Reminder", etc.).
Different email actions should trigger different SMS templates.
The system should also allow me to initiate and receive calls via Twilio:
Ability to make and receive Twilio calls from desktop and mobile (browser-based and via Twilio mobile app or softphone integration).
Call logs should be stored (e.g., in Google Sheets or another CRM dashboard).
Optional: After a missed call, an automated SMS should be sent to the customer saying we will return their call shortly.
Twilio system should be fully integrated into the workflow, so:
SMS notifications are automatically linked to customer actions (email replies, booking confirmations, etc.).
I can manually trigger an SMS or call from a desktop or mobile device when needed.
3. Post-Reply Follow-Up Workflow
When I send a generic reply (e.g., "Thank you, we will be in touch"), a separate follow-up email sequence should be triggered.
This sequence should be distinct from the sales follow-up (e.g., nurturing, value-add content, etc.).
Corresponding SMS notifications should accompany this sequence as well.
4. Booking & Scheduling Workflow
Upon quote acceptance, I will manually schedule bookings using Google Calendar or an alternative tool (open to suggestions for improved integration).
After booking:
A custom booking confirmation email (HTML/template-based) should be sent, instead of a generic calendar invite.
A Twilio SMS confirmation should be sent at the same time.
On the day of the booking:
A morning SMS and email reminder should be automatically sent to the customer.
Optional Suggestion:
Consider a simple booking dashboard or form where I can input booking details that will:
Auto-create the Google Calendar event.
Trigger confirmation emails and SMS notifications instantly.
5. Invoicing Workflow (Invoice Ninja Integration)
After the service:
Automatically create the contact in Invoice Ninja via API.
A task or reminder should be created (e.g., Google Tasks or within Google Sheets) to manually generate the invoice.
Invoice creation and payment reminders will be handled through Invoice Ninja itself.
System Requirements:
The entire system should be:
Accessible on both desktop and mobile (through browser access and/or mobile-friendly tools).
Integrated into Google Workspace (Gmail, Google Calendar, Google Sheets, Google Tasks, etc.).
Fully integrated with Twilio for SMS and calling (calls via Twilio Voice).
User-friendly to allow simple adjustment of email/SMS templates, scheduling intervals, and triggers.