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TYPE OF WORK
Gig
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SALARY
$10
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HOURS PER WEEK
20
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DATE UPDATED
Mar 20, 2026
This is the first of several complex projects. We are looking for someone we can build a long-term working relationship with.
We are a marketing agency building an automated client onboarding and billing system. We need an experienced Zapier specialist to build and connect a series of workflows across multiple platforms. This is a one-time project with a defined scope — no ongoing commitment needed unless additional work arises.
The stack:
Zapier
GoHighLevel (GHL)
Stripe
DocuSign
Google Drive · Google Workspace
What needs to be built — 3 Zaps + 1 GHL workflow:
Zap 0 — Salesperson submits internal GHL form ? Zapier creates a DocuSign envelope from a pre-built template and sends it to the client automatically. Salesperson never logs into DocuSign.
Zap 1 — Client signs DocuSign agreement ? Zapier creates a Stripe Customer record, creates a $1,000 one-time invoice, passes the unique payment link to GHL, GHL sends it to the client via SMS and
Zap 2 — Client pays the Stripe invoice ? Zapier creates a $2,500/month recurring subscription on the saved card, adds authorization metadata to the Stripe customer record, updates the GHL contact, triggers the GHL onboarding sequence.
Zap 0.5 — Client submits GHL onboarding form ? Zapier creates a client folder structure in Google Drive inside a pre-existing root folder, shares the Client Uploads subfolder with
GHL Workflow — Onboarding form submission triggers internal team notification.
Requirements:
All payment links must be tied to a specific Stripe Customer record — no generic payment links
DocuSign envelope fields must capture name,
Stripe subscription start date must be calculated as 14 days after invoice payment date
Stripe customer metadata must be updated with DocuSign authorization date on subscription creation
Google Drive folder structure is predefined — Zapier creates folders only, no permission management needed for internal folders
Error notifications must be configured for all Zaps
Full documentation of each Zap must be provided on completion
What we will provide:
Full written specification document for each Zap with step-by-step logic
DocuSign template already built
GHL account access
Stripe account access
Google Drive root folder already set up with correct permissions
How we will select the right person:
We will shortlist 3–4 candidates. Each will receive an identical brief for a small test build — paid at $20. We will compare the results and select based on output quality, not interviews.
Please reply with your responses to the following:
1. Are you using Claude Code and to what level?
2. What are the main issues you typically run into when integrating Zapier with Stripe?
3. What's the most common failure point you see in DocuSign automations?
4. Have you worked with GHL before — how comfortable are you with its Zapier integration?
5. Are you available during Eastern Time 9am–5pm for calls and communication? Do you have a reliable connection with a working Zoom camera and mic?
6. Can you provide a short introductory video before we jump on a Zoom interview?
7. What's your turnaround on a project of this scope and are you available for a short paid test build ($20) before we commit?
We truly look forward to meeting every candidate and a successful long term relationship with the right one.
