Automation Project Completion – ClickUp, Zapier & Client Portal API

Job ID: 40233964

Budget: $2 – $8 USD

Project type: Hourly project
Hourly range: 2–8 USD/hr
Project length: Less than 1 month
Hours: Less than 30 hrs/week

Description:

I need someone to finish an automation project by adding 10 project status triggers between ClickUp, Zapier, and a client portal via API to automate case/status updates across all systems.


The goal is that when a status or case is updated in one system, it reliably and quickly updates in the others without manual work or inconsistent data.


Your responsibilities:

Review the existing ClickUp, Zapier, and client portal setup and understand current flows

Configure and implement 10 status-based automations using Zapier and the client portal API

Map fields and statuses correctly between all tools

Test each automation end-to-end, handle errors, and ensure reliability

Document what you’ve implemented so it is easy to maintain and extend later

Requirements:

Strong hands-on experience with Zapier (multi-step Zaps, webhooks, filters, paths, error handling)

Experience integrating ClickUp with other tools

Good understanding of REST APIs (auth, endpoints, JSON payloads)

Solid debugging and testing skills

Clear, proactive communication in English

Nice to have:

Experience connecting project management tools to client portals or CRMs

When you bid, please briefly answer:

A similar automation/integration you’ve done (tools + short description).

Your experience level with ClickUp and Zapier.

Your availability over the next 1–2 weeks (hours per day and timezone).

This project has nothing to do with blockchain or crypto. Please do not mention blockchain/crypto in your proposal.