Automate Invoice Workflow in 8n8

Job ID: 39672352

Budget: $250 – $750 AUD

I am seeking a skilled freelancer to create an automated workflow in 8n8 for my sole trading private counselling practice. The primary focus is to automate the creation of invoices triggered by the submission of a Google Form. The invoices should be generated in PDF format.

Key Requirements:
- Develop a workflow in 8n8 that automates invoice creation in PDF format.
- Trigger the invoice generation upon the submission of a Google Form.
- Integrate with Google products such as Drive, Sheets, and Docs for seamless data management.
- Facilitate the transfer of client information from MYOB to a new Xero subscription.
- Transition from HalaxyCRM to Zanda CRM, ensuring smooth CRM automation.
- Automate the uploading of progress notes and the generation of progress reports when triggered.

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 HalaxyCRM 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.