Working with Zoho Chai Payment Automation WayForPay
22 USD How is the application for Zohos presented?Our Tilda system transmits data through the Apix-drive connector to the Zoho SRM system in the "Contact" section.In the section Automation -> Working Process Rules
A deal is made in the "New Application" section.The manager continues to work.What to do?If a person has paid on WayForPay then transfer the data to Zoh, transfer this lead into the transaction in the "AutoPay" box.At the same time, if the "Transactions" section has a duplicate, by email or telephone, then remove this transaction.How do I think it should work?Through the Apix-drive connector to get from the WayForPay system the data of a successful application, (e-mail and telephone) to transfer the data to Zoho in the contact section.Find the existing contact and update the contact itself so that you do not create duplicates in the "Contact" section.And from the contact in the "Transactions" section to create a transaction and translate it into the "AutoPayment" section.But at the same time to remove into the old deal that was sent from Tildas.If you know how to do this, welcome offer
Payment is contractual!
-
5 days111 USD
586 6 0 5 days111 USD
Good day
There is self-writing integration, Apix-drive will not be required at all
Go back, we start work.
-
10 days45 USD
619 1 0 10 days45 USD
Hello Alexandra !
Carefully read your request - sure to set up payment automation through the WayforPay service with Zoho CRM is possible using connectors such as ApiX-drive, Zapier or Integromat, as well as through ARI. I have experience in automation for more than 2 years. To make a clear logic of automation you will need to further study the wayforpay documentation and your cast processes in Zoho CRM. It is a chain of automation and data transmission. Then select a tool that will ensure the reliable operation of this chain. I will open 7-10 days for the whole project. Ready for further discussion of your task. Write courage in personal messages! With respect, Ivan.
Current freelance projects in the category Client Management & CRM
Transfer the Leads database from keycrm to keepincrmTransfer the lead database from keycrm to keepincrm and set up the integrators (telephony, Apex drive for Facebook advertising). There is a working system with KeyCRM, the task is to transfer the lead database to the already configured KeepinCRM system. We are ready to provide… Client Management & CRM ∙ 11 hours 39 minutes back ∙ 13 proposals |
Launching an online programming and IT school for children: website, platform, CRM, and automation
29 USD
Need help launching an online programming and IT school for children and teenagers in Germany. We already have an offline programming school for children, experience conducting classes, the first online groups, and an understanding of the product. Now we need to properly… Tuition, Client Management & CRM ∙ 1 day 3 hours back ∙ 15 proposals |
Consultation and preliminary audit of business processes for CRM implementationWe are a small company that imports cars. We need to build a CRM system, as we have not used anything before. For this, we require consultation on choosing a CRM system, as well as, based on business processes, getting answers to questions about where the weak points are, what… Client Management & CRM ∙ 1 day 5 hours back ∙ 12 proposals |
Need an expert in WhatsApp and Instagram to reduce account bans.
200 USD
We are looking for a specialist with practical experience working with WhatsApp and Instagram for a business with a high volume of incoming messages. We have a company that actively uses WhatsApp and Instagram to communicate with clients. We regularly face account blocks,… Consulting, Client Management & CRM ∙ 4 days 10 hours back ∙ 5 proposals |
CRM integrator for setting up and controlling the transfer of leads from advertising to KeepinCRMDescription of the task: We are looking for a specialist in integrations for ongoing collaboration on our advertising projects. We have several contractors launching ads (Meta Ads, Google Ads) on websites and lead forms. It is necessary to set up and monitor the correct… Lead Generation & Sales, Client Management & CRM ∙ 6 days 5 hours back ∙ 23 proposals |
Kyiv