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Fiverr Pro
Português
$
USD
I will wrike, toggl, anydo, copper, flowlu, canopy, freelo, zenkit, karbon, accelo
Project Management, CRM and Workflow Automation Specialist
Hi, I’m Rhema, a workflow automation and CRM specialist helping businesses connect their tools, organize client processes, and reduce repetitive admin work.
I work with project management systems, CR...
Sobre este Serviço
If tasks get duplicated, owners miss handoffs, and project or time updates sit in separate tools. I map your current process, define which app owns each key field, configure the agreed workflow, and test the handoff. I check connector availability first; native integrations, Make, Zapier, APIs, or webhooks are used only when the exact apps and accounts support them.
My service includes
- workflow mapping,
- task status rules,
- project templates,
- time-entry routing,
- client record sync,
- deadline alerts,
- owner assignments,
- field mapping,
- duplicate checks,
- app connection review,
- trigger testing,
- error review,
- handoff notes,
- loom walkthrough,
- workflow documentation.
Platforms I work with: Wrike, Toggl, Any.do, Copper, Flowlu, Canopy, Freelo, Zenkit, Karbon, Accelo, Make, Zapier, Google Sheets, Slack, Microsoft Teams, Google Drive, Gmail, Outlook, Calendly, Airtable
I confirm scope, permissions, and available connection methods before starting.
SELECT A PACKAGE OR MESSAGE ME FOR A CUSTOM QUOTE.
Domínio:
Negócios
Setor:
Serviços Empresariais e Consultoria
•
Construção
Idioma:
Inglês
•
Francês
•
Alemão
Perguntas frequentes
Can you connect every app listed?
Not every app pair has a native connector. I check the exact products, plans, and permissions first. If a native connection is unavailable, I assess Make, Zapier, API, or webhook options and confirm feasibility before work begins.
What do you need before starting?
Share the apps involved, the trigger, sample fields, and the expected result. A test workspace is preferred. Please do not send passwords in chat; grant only the access needed to configure and verify the agreed workflow.
Can you prevent duplicate records?
: I can add duplicate checks when the apps expose a stable ID or useful matching fields. I will explain the matching rule and test it against sample records before handover, rather than assume every app supports the same method.
Do packages include a complete workspace rebuild?
: No. Each package covers a defined workflow or configuration. Multi-team rebuilds, large migrations, complex permissions, and many automations need a separate scope. Message me first so we can agree on milestones and testing.
What if something fails later?
I test agreed scenarios and document known limits. Premium includes seven days of support for issues tied to the delivered scope. Ongoing monitoring, third-party fees, vendor changes, and new workflow requests are separate unless agreed.
