Monday.com Jobs

As the owner of a construction company, I require an expert who can seamlessly link my Quickbooks, Zoho Expense, and through Zapier. Key Requirements: - Syncing project tasks and statuses daily across all platforms - Linking invoices and estimates, and expense reports from Quickbooks and Zoho to - Ensuring all data is consistently updated daily The ideal candidate for this project should have: - Extensive experience with Zapier - Proficiency in Quickbooks, Zoho Expense, and - Strong understanding of project management and construction industry standards. This integration will enhance my operational efficiency by automating task updates and ensuring all necessary data is readily accessible.

I'm in need of a project management software expert to assist me with setting up ClickUp and Monday.com. The primary goal is to track leads using these platforms. Key Responsibilities: - Setting up boards and workflows on both ClickUp and - Automating tasks to streamline the lead tracking process Ideal Skills and Experience: - Extensive knowledge and experience with ClickUp and - Proficiency in setting up project management boards and workflows - Experience with task automation on these platforms - Previous experience with lead tracking is a plus

I'm looking for an expert in Zapier to integrate my CRM with Aroflo. This will help me manage all customer and supplier interactions more efficiently. Specific requirements include: - Syncing comprehensive data sets between the two platforms: Customer details, Supplier details, and Interaction logs. - Automating certain actions in from Aroflo: This includes updating project statuses, creating new customer entries, and logging new interactions. - Triggering specific tasks in Aroflo from : This covers updating task statuses, assigning team members, and generating invoices. Ideal candidates for this project should have: - Proven experience with Zapier and both and Aroflo. - Excellent understanding of CRM systems and project management software. - Strong attention to detail...

We are looking for a proficient freelancer who is highly skilled, fast, and efficient in setting up workflows in using the DocExport feature. We're having one issue with a workflow where DocExport feature is sending 2 PDF files instead of just the one file after a quote is generated. The workflow has already been created and here is what we are wanting to happen Step 1 - Create PDF file based on the Word Template and fields - Don't send to anyone, just populate the field Step 2 - Allow the user to open, check and verify that the this is an error free file. Step 3 - Simply Send the file to the intended email using a set Recipe by creating a custom email Issue happens at step 3 where it sends 2 PDFs, instead of just the original PDF as part of the recipe Requirements - Pro...

I'm looking for a expert to create a customized workflow and automation system for our Canadian nonprofit's volunteer management. The system needs to streamline our entire volunteer process, from onboarding to tracking hours and activities, and automating communication. Key Responsibilities: - From an existing workspace template, create a system for managing volunteers' involvement in community outreach, in house administration, bus driving, volunteering on stage or backstage, and working with children at our programs. - Create a tracking system for volunteer availability, performance, feedback, skills, and certifications. - The system leverages 's Outlook and Microsoft Teams integrations, and their automation engine. We are not interested in utilizing paid third-par...