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Project Description We are looking for a freelancer to implement an automated integration between: Stripe Make Yetiforce Goal: For every successful online payment, the CRM is automatically updated and the corresponding invoices/receipts are issued without manual intervention. The system will be used by multiple clients (multi-tenant setup), where each client has their own Stripe account and their own Yetiforce instance. --- Desired Workflow Upon successful payment: 1. Check if the customer exists in Yetiforce 2. Create the customer if they do not exist 3. Check if the service exists 4. Create the service if it does not exist 5. Issue the invoice/receipt 6. Mark the invoice/receipt as paid The process must be fully automatic. --- Customer Management Logic Customer existence is checked using: Company name VAT number (if provided) Rules: If a VAT number exists → issue an Invoice If no VAT number → issue a Receipt If the customer does not exist → create a new customer --- Service Logic The service name is taken from the Stripe product The service always belongs to a predefined category If the service does not exist in Yetiforce → create it If it exists → use the existing record Price is always defined in Stripe, not in Yetiforce. --- Invoice/Receipt Logic For each payment: Two documents are created (according to internal policy) The document is marked as paid Duplicate entries must be avoided Refunds do not need to be automated --- System Components The system is based on: Stripe Make (automation platform) Yetiforce CRM No custom backend development is required from scratch. --- Multi-Client Requirement Each client uses their own Stripe account Each client uses their own Yetiforce instance The logic is the same for all, but configuration is per client --- Freelancer Requirements Experience with Stripe integrations Experience with CRM automation Experience with Make or similar automation tools Ability to prevent duplicate entries Delivery of clear documentation and usage instructions --- Deliverables Fully functional automation Testing in sandbox environment Documentation for usage and configuration Instructions for replicating the setup for new clients
ID Projek: 40267354
106 cadangan
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106 pekerja bebas membida secara purata €153 EUR untuk pekerjaan ini

Hello, Having over [X amount of years] in the software development industry, my team at Our Software is more than experienced enough to meet the demands of your project. We have deep knowledge of both Stripe and Yetiforce CRM, and have developed numerous automated integration solutions between similar platforms. For instance, we recently developed a solution that automatically updates QuickBooks and issues invoices for successful payments on an eCommerce site. We understand the multi-tenant setup you require and can guarantee its smooth implementation. Another key aspect that sets us apart is our experience with Make, an automation platform similar to the one you listed. We have proficiently used such tools to prevent duplicate entries and ensure smooth flow of data. While automation is our forte, we understand the importance of clear documentation, which we will deliver alongside clear usage instructions. Plus, we will extensively test the system in a sandbox environment to ensure it's foolproof. Lastly, our company's approach to customer service aligns closely with your project description. We believe no project is too big or small and work hard to add a "WOW" factor to every project. Client satisfaction is paramount; as such, we'll not just create a functional system but also provide step-by-step instructions for replicating setups for new clients - making expanding in future efficient for you. Let's turn your dreams into realit Thanks!
€130 EUR dalam 3 hari
8.6
8.6

Hi, Understanding the intricacies of multi-tenant CRM payment automation is key to your project’s success. I have extensive experience with Stripe integrations and CRM automation, especially with tools like Make and Yetiforce, ensuring a seamless link between payment processing and CRM updates. I will configure the automated workflow to check or create customers, validate services, issue and mark invoices/receipts as paid without duplicates, all tailored to multi-client configurations. Clear documentation and sandbox testing will guarantee smooth implementation and easy replication for new clients. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. How do you currently handle client-specific configurations for Stripe and Yetiforce to ensure data segregation? Best regards, Asad
€75 EUR dalam 3 hari
8.2
8.2

Hello, Being a multi-faceted, top-rated expert in PHP and software development, I can provide the technical expertise required to integrate Stripe, Make, and Yetiforce seamlessly. With over 12 years of experience serving and providing services to a diverse clientele around the world, I am well-versed in handling intricate tasks like multi-tenancy system set-ups. My proficiency in automation tools, specifically with Make, ensures reliable automatic invoice generation and payment updating in the CRM. Duplicate entries will not be a concern as my solutions are carefully crafted to prevent such errors. What sets me apart is my consistent approach to project management and collaboration. From efficient time zone management to regular communication through popular project management tools like Asana and Jira, I ensure smooth workflows even across different regions. Thank you
€250 EUR dalam 5 hari
8.1
8.1

Dear Sir, I understand the need for automated integration to optimize the payment and invoicing process across multiple client instances of Stripe and Yetiforce. This solution will ensure that customer data is accurately managed and invoices are issued without manual intervention, streamlining operations significantly. My skills in PHP, MySQL, and software architecture are well-aligned with your requirements for this project. I possess extensive experience in integrating Stripe payment gateways and automating CRM processes, particularly with tools like Make, ensuring smooth workflows and data integrity. In previous projects, I have developed automation solutions that prevented duplicate entries and provided seamless customer management, leveraging my expertise in APIs and payment processing. I offer competitive advantages, including optimized system performance, quick deployment, and a strong focus on long-term maintainability. My commitment to clear documentation ensures that future client setups will be straightforward and efficient. I look forward to discussing how we can bring this project to fruition with precision and speed.
€180 EUR dalam 2 hari
7.3
7.3

With the extensive experience of our team at SoftwareLinkers in PHP and MySQL backend development for highly-scalable digital platforms, we are more than qualified to handle the integration of Stripe with Make and Yetiforce for your project. Our knack for RESTful API development paves way for smooth integrations with mobile and web platforms that will suit your multi-tenant setup impeccably. Moreover, my fluency in MySQL database management ensures that we can implement the check functions, customer creation, service management, invoice/receipt generation, and payment marking without error or unnecessary duplicates. As a company trusted by clients across industries notably finance and logistics who've committed their system integrations to us including payment gateways like Stripe, we understand what it takes to not just write the code but determine binary goals for action based on each customer's VAT number or lack thereof and deliver such goals securely and accurately because every successful transaction matters. We appreciate the weight of detailed documentation complementing well-built projects thus be rest assured that we will deliver excellent documentation for usage and configuration, which will serve as a reliable reference manual for your team even after project completion. Being your long-term technical partner as well means we are committed to giving you a solution ready for replication for your future clients.
€200 EUR dalam 6 hari
6.4
6.4

Automating payments to smooth out your CRM workflow sounds like a game-changer. I’ve navigated similar setups before, using Stripe and Make to integrate systems just like Yetiforce. It’s all about getting those invoices out without lifting a finger, right? I see the multi-client aspect, ensuring each has their tailored setup, which adds a layer of complexity I’m well-prepared for. I’ll ensure everything is seamless, from checking if customers and services exist to issuing those vital invoices or receipts automatically. No one likes duplicates, so setting up logic to avoid those is key. I can turn this around by configuring and testing the automation in a sandbox within five days. How are you currently handling exceptions, and do you foresee any challenges with the existing VAT logic? Let's chat more to fine-tune the approach.
€220 EUR dalam 7 hari
6.2
6.2

Dear , I am a seasoned freelancer with expertise in Stripe integrations and CRM automation. I understand your need for an automated integration between Stripe, Make, and Yetiforce to streamline the invoicing process for multiple clients. My approach involves creating a fully automated system where customer and service details are synchronized seamlessly, ensuring accurate invoicing and receipt issuance with no manual intervention. I have prior experience in similar projects and am proficient in using automation tools like Make. I guarantee reliable delivery, thorough testing, and comprehensive documentation for easy replication. I am confident that my skills align perfectly with your project requirements. Let's discuss how I can assist you further. Best regards,
€30 EUR dalam 7 hari
5.9
5.9

Hi! I specialize in Stripe-to-CRM automation and multi-tenant integrations with 9+ years of experience in PHP, MySQL, API integrations, and workflow automation using Make. I deliver error-free, fully automated payment processes that update Yetiforce CRM seamlessly. Here's how I can help: * Automate customer checks and creation in Yetiforce per Stripe payment * Sync services, issue invoices/receipts, and mark them as paid automatically * Prevent duplicate entries and ensure multi-client setup works independently * Provide full testing in sandbox, documentation, and instructions for new clients Can you share the number of client instances to configure initially and access to the sandbox environment?
€180 EUR dalam 7 hari
6.0
6.0

Hello Dear! I write to introduce myself. I'm Engineer Toriqul Islam. I was born and grew up in Bangladesh. I speak and write in English like native people. I am a B.S.C. Engineer of Computer Science & Engineering. I completed my graduation from Rajshahi University of Engineering & Technology ( RUET). I love to work on Web Design & Development project. Web Design & development: I am a full-stack web developer with more than 10 years of experience. My design Approach is Always Modern and simple, which attracts people towards it. I have built websites for a wide variety of industries. I have worked with a lot of companies and built astonishing websites. All Clients have good reviews about me. Client Satisfaction is my first Priority. Technologies We Use: Custom Websites Development Using ======>Full Stack Development. 1. HTML5 2. CSS3 3. Bootstrap4 4. jQuery 5. JavaScript 6. Angular JS 7. React JS 8. Node JS 9. WordPress 10. PHP 11. Ruby on Rails 12. MYSQL 13. Laravel 14. .Net 15. CodeIgniter 16. React Native 17. SQL / MySQL 18. Mobile app development 19. Python 20. MongoDB What you'll get? • Fully Responsive Website on All Devices • Reusable Components • Quick response • Clean, tested and documented code • Completely met deadlines and requirements • Clear communication You are cordially welcome to discuss your project. Thank You! Best Regards, Toriqul Islam
€100 EUR dalam 3 hari
5.9
5.9

I’m an experienced Stripe integration and CRM automation specialist, and I’d love to help you build a fully automated connection between Stripe and Yetiforce CRM exactly as described in your project. I will build this workflow using Make (formerly Integromat) or a similar automation tool, creating a reliable bridge between Stripe and Yetiforce that works for multi-client/multi-tenant setups just like you specified. I’d love to discuss your current setup and preferred tools to start right away.
€140 EUR dalam 7 hari
6.0
6.0

Hi , I have gone through your project, Stripe Payment Module for Yetiforce, and I am ready to start working as soon as you confirm. I offer best quality and highest performance at a reasonable price, with on-time delivery. I’m well-versed in PHP, Python, CSS, HTML, JavaScript, jQuery, Bootstrap, Angular, AJAX, Laravel, WordPress, MySQL, Software Architecture, PHP, Stripe, Payment Gateway Integration, Payment Processing, Documentation, Software Development, API Integration and Automation. I’d love to discuss the project further to ensure we’re aligned on the scope, timeline, and deliverables. Please let me know a convenient time for us to connect, and I’ll be happy to accommodate. Talk to you soon
€30 EUR dalam 1 hari
6.1
6.1

Hi there, Good afternoon I am Talha. I have read you project details i saw you need help with Software Development, MySQL, Payment Processing, Stripe, Software Architecture, Documentation, PHP, API Integration, Automation and Payment Gateway Integration I am excited to submit my proposal for your project, which focuses on a comprehensive project plan. To begin, we will thoroughly understand your project's objectives and requirements, ensuring alignment on scope and goals. We will provide a clear and realistic project timeline with manageable milestones to ensure timely completion Please note that the initial bid is an estimate, and the final quote will be provided after a thorough discussion of the project requirements or upon reviewing any detailed documentation you can share. Could you please share any available detailed documentation? I'm also open to further discussions to explore specific aspects of the project. Thanks Regards. Talha Ramzan
€30 EUR dalam 10 hari
5.6
5.6

Hi, I'm Aqib from Tecnogize and I am here to ensure your project's automation needs are met seamlessly. With expert proficiency in MySQL and PHP, I've successfully integrated numerous eCommerce platforms, including Stripe, and CRM systems like Yetiforce. I have a solid understanding of your project's objectives and can create a fully automated workflow that checks customer existence, creates customers if necessary, checks for services, issues invoices or receipts accordingly and marks them as paid -- all without needing manual intervention. Additionally, not only am I well-acquainted with the fundamentals of Make or similar automation tools for task runnings but also with processing automated data flows to prevent duplicate entries. In terms of delivery, you can expect not just your seamless automation system but also comprehensive documentation and usage instructions. This ensures smooth usage for even new clients who wish to replicate the exact setup you require for your multi-tenant setup. Choose me, Aqib from Tecnogize, and together we'll build an engine that optimizes every digital touchpoint - ensuring payments are accurately reflected in Yetiforce with corresponding invoices or receipts issued based on the customer's VAT number status. Above all,I'm committed to providing a 360-degree approach of digital fine-tuning for your business excellence. So let's get started!
€250 EUR dalam 7 hari
5.7
5.7

Hi You need a fully automated, multi-tenant flow where each Stripe payment reliably creates or updates customers, services, and two paid documents in Yetiforce without duplicates or manual checks. The VAT-based invoice vs receipt logic and per-client configuration are especially critical here. I would build this in Make using Stripe webhooks as the trigger, implement customer/service lookup with conditional creation, and enforce unique identifiers to prevent duplicate invoices across instances. Each client’s Stripe and Yetiforce setup would be modular, so the same scenario can be replicated cleanly per tenant. Testing would be done in sandbox first, followed by clear step-by-step documentation so you can onboard new clients without friction. If you'd like, we can review one sample client setup to define the exact field mappings before implementation. Best Regards, Fizza Nadeem K
€140 EUR dalam 7 hari
5.7
5.7

With nearly a decade of experience in web and mobile app development, I am well-versed in working with payment integrations like Stripe as well as CRM automation like Yetiforce. I have successfully implemented similar automated processes for other clients where payments are seamlessly synchronized with CRM systems, eliminating manual intervention and duplications. Apart from my technical skills, what sets me apart is my commitment to provide comprehensive and precise documentation and instructions. This is crucial in ensuring the replication of such setup for new clients in a seamless manner. Moreover, I will test the entire integration extensively in a sandbox environment before deployment to guarantee its functionality. In conclusion, I bring ecommerce, CMS, WordPress, website & mobile app design and development skills to your project along with a passion to combine technology effectively to bring ideas to reality.I believe my expertise will significantly contribute to the smooth and automatic management of your billing process across multiple clients using their specific instances.
€140 EUR dalam 7 hari
5.5
5.5

Warm Greetings! I understand you need a fully automated Stripe → Make → Yetiforce workflow that creates customers, services, and paid invoices/receipts instantly for multiple client accounts. My approach is to build a clean Make scenario that listens to Stripe payment events, checks/creates customer and service records in Yetiforce through API modules, and generates the correct invoice or receipt without duplicates—scalable for multi-tenant setups and fully documented so you can replicate it for each new client. While I don't have many reviews on this platform yet, I bring years of experience building websites for global clients. To build reputation here, I'm offering a discounted rate without compromising on quality. I’m excited about the opportunity to collaborate and look forward to working with you! Best regards, Muamer Kaukovic
€140 EUR dalam 7 hari
5.2
5.2

Hi there, We understand you need a fully automated Stripe → Make → Yetiforce integration that, for each successful payment, validates or creates customers and services, issues two invoice/receipt documents based on VAT logic, marks them as paid, prevents duplicates, and supports a repeatable multi-tenant setup where each client has separate Stripe and Yetiforce instances. SEO Global Team has implemented Stripe webhook-driven automations, CRM sync workflows, idempotent transaction handling, and multi-client Make scenarios with per-account configuration and structured documentation for scalable onboarding. We will design a reusable Make blueprint triggered by Stripe payment events, implement VAT-based document routing (invoice vs receipt), enforce duplicate prevention using payment IDs as unique keys, dynamically map products to Yetiforce services, and deliver sandbox-tested automation with clear step-by-step replication guides for onboarding new clients. Will each client have separate Make workspaces or a centralized one with scoped scenarios? Is Yetiforce API access already enabled for all instances? Should we log automation events for audit purposes? We’re ready to begin immediately. Aaron SEO Global Team
€200 EUR dalam 7 hari
5.0
5.0

With my comprehensive skills and experience, I am the ideal candidate to implement the automated integration between Stripe, Make, and Yetiforce for you. For over 7 years, I have expertly handled web development projects involving complex integrations and have built a strong background in CRM automation. This includes creating and integrating payment systems like Stripe as well as using platforms like Make to implement automated processes effectively. To prevent the issue of duplicate entries, which is critical in your project's success, I have successfully employed my proficiencies in handling databases just like MySQL that would be crucial for this endeavor. I have also developed an acute sense of detail and a high commitment to quality that will ensure smooth document creation with zero duplication. Moreover, as someone who values client satisfaction above all else, I'll not only deliver a fully functional automation system within the stipulated timeline but will also provide thorough documentation ensuring easy replicability for future clients and clear instructions for usage and configurations. Choose me to receive top-notch expertise combined with an unwavering commitment to meet and exceed your expectations.
€30 EUR dalam 7 hari
6.4
6.4

Hi, I can implement this Stripe, Make, and Yetiforce automation with a clear multi client structure so each payment updates the correct CRM, creates the required documents, and avoids duplicate records. I understand the workflow includes customer and service checks, conditional invoice or receipt logic based on VAT, automatic paid status, sandbox testing, and documentation for repeating the setup for future clients. Since the logic stays the same while configuration changes per client, I would build it in a clean and scalable way inside Make. My focus is reliable automation, careful testing, and clear handover instructions for ongoing use. Ready to start. Best Regards, Shabahat Habib.
€140 EUR dalam 7 hari
4.8
4.8

Ensuring seamless automation for client success is crucial. With 5 years of experience and a proven track record in similar offsite projects, I am well-equipped to handle your automated integration needs between Stripe, Make, and Yetiforce CRM. Understanding the importance of scalability and reliability, my approach focuses on delivering a clean, professional, and user-friendly solution. By automating customer management, service creation, and invoice issuance, I guarantee a streamlined process with zero manual intervention. Let's discuss how this integrated system will enhance efficiency and accuracy across multiple clients, tailored to individual configurations. I am committed to providing high-quality deliverables, thorough documentation, and reliable support. Looking forward to offering my expertise for a successful project completion. Chirag Pipal Regards
€200 EUR dalam 7 hari
4.4
4.4

Loutraki, Greece
Kaedah pembayaran disahkan
Ahli sejak Jan 3, 2016
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₹12500-37500 INR
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