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"task executer” addon for Zoho CRM

Hi, i need a developper to build a “task executer” addon for Zoho CRM.

The situation:

I’ve configure my zoho account with the workflow rules (WFR) and workflow tasks (WFT).

Workflows are manages around lead and contact status changes and tasks are automated based on those changes and the WFR I’ve set up.

What I want now is to automate the completion of the scheduled tasks.

Tasks are standardized:

I’ve to send specifics message with predefined structure and variables like lead fist name, etc.

What will it do ?

The addon will logon to my zoho account every 12 hours and import all the “todays and overdue” tasks and some lead/contact fields I may need to complete the tasks, and especially those it needs to get variables so, it can compose messages.

The addon will then use the api of some external services (emailing software, etc.) to complete the task It has import on the previous step at the defined due date (ex: send “email4” on 04/12/2009)

The addon will finally log on to my zoho account to update lead/contact status according to a rule I will set in the addon.

To achieve this, the addon must have following screens

• Scheduled task and their due date

• Set up screen to allow admin to set up how things are done. Eg :

• How to update lead status field after completing a given task.

• How to associate task names will what action the addon must actually perform

• Etc.

The most of this job will be done throught API management between zoho and other apps. For someone who knows zoho API, this is a very easy job.

I can see a potential market for this addon.

The developper will build it and if i'm satisfied with the result, i will propose you a long term deal, i'll market the addon, you handdle the support and we share the profits.

Habilidades: PHP

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Acerca do Empregador:
( 31 comentários ) Meudon la Foret, France

ID do Projeto: #546400

7 freelancers estão ofertando em média $750 para este trabalho

A2Design

We can help you. Take a look on our portfolio at: [url removed, login to view]

$750 USD in 17 dias
(38 Comentários)
7.8
Georgia

I am interested.

$650 USD in 25 dias
(91 Comentários)
7.3
softwaredep

We are offering one stop solution for your all IT needs. See PMB for more information. Thank you.

$1000 USD in 20 dias
(99 Comentários)
7.0
clayarcs

Hi please check PM thanks jasbir

$350 USD in 15 dias
(38 Comentários)
6.1
agstech123

Hi, please check PMB to know more about our technical expertise and capabilities. Regards

$1500 USD in 25 dias
(12 Comentários)
6.0
jobokoth2

Hi I'm a PHP/MySQL Developer with over 7 years experience. I hope you'll consider me for this project. Regards!

$750 USD in 21 dias
(4 Comentários)
4.7
stephane002

Hi, Please check your PM!

$250 USD in 0 dias
(0 Comentários)
0.0