adminKey requirements:
1. When a button is clicked in the Deals module of Zoho CRM, all relevant contact fields should be automatically transferred to Filevine.
2. Files and documents stored in the associated Workdrive and Zoho Sign folders should also be transferred to Filevine.
3. Implement conditional logic to populate specific fields in Filevine based on the data in Zoho CRM. For example:
-If the vehicle make is "Chevrolet," populate the manufacturer field in Filevine with "General Motors LLC."
-The system should not create a duplicate entry if a dealership already exists in our Filevine database.
4. The connection to Filevine’s contact module has already been established. The selected developer will complete the integration and ensure its proper functionality.
Attached is a detailed workflow of what needs to happen. All the fields have been mapped in a excel spreadsheet.
Required skills and experience:
-AWS expertise (you will need this for the filetransfer)
-Proven experience with Zoho CRM and Filevine API integrations
-Strong understanding of data mapping and data transfer processes
-Proficiency in the necessary programming languages and tools for the integration
-Excellent problem-solving skills and attention to detail
-Ability to work independently and deliver high-quality results within the agreed timeline
Also, here is a link to the filevine API
https://developer.filevine.io/docs/v2/31e991e1bfac1-filevine-api-v2
If you have the required skills and experience, please submit your proposal, including your estimated timeline and budget for the project. We look forward to working with a talented developer who can help us optimize our workflow and improve our data management processes.
Budget: $1,500
Posted On: July 02, 2024 23:27 UTC
Category: Scripting & Automation
Skills:Zoho CRM, API, Automation, API Integration
Country: United States
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