Custom Workflow Automation with Twilio Integration -- 2
$250-750 NZD
Closed
Posted 4 months ago
$250-750 NZD
Paid on delivery
I am a sole trader operating in the service industry. I need a custom-built solution using Google Apps Script or bespoke development, integrated with Google Workspace and Twilio, to automate my workflows for sales, customer follow-ups, booking, and invoicing.
Requirements Overview:
1. Sales Enquiry & Follow-Up Automation
Quote requests come via webforms and land in my Gmail inbox.
Once I manually reply to a sales enquiry:
A custom follow-up email sequence should be triggered automatically.
The system should send templated follow-up emails at set intervals (e.g., 1 day, 3 days, 7 days).
If the customer replies before the sequence finishes, the sequence should be detected and automatically cancelled to avoid unnecessary follow-ups.
2. Twilio SMS & Voice Call Integration
Every time an email (manual or automated) is sent to a customer, a Twilio SMS notification should also be triggered.
SMS messages should be template-based and correspond to the email content (e.g., "Quote Sent", "Follow-Up Reminder", etc.).
Different email actions should trigger different SMS templates.
The system should also allow me to initiate and receive calls via Twilio:
Ability to make and receive Twilio calls from desktop and mobile (browser-based and via Twilio mobile app or softphone integration).
Call logs should be stored (e.g., in Google Sheets or another CRM dashboard).
Optional: After a missed call, an automated SMS should be sent to the customer saying we will return their call shortly.
Twilio system should be fully integrated into the workflow, so:
SMS notifications are automatically linked to customer actions (email replies, booking confirmations, etc.).
I can manually trigger an SMS or call from a desktop or mobile device when needed.
3. Post-Reply Follow-Up Workflow
When I send a generic reply (e.g., "Thank you, we will be in touch"), a separate follow-up email sequence should be triggered.
This sequence should be distinct from the sales follow-up (e.g., nurturing, value-add content, etc.).
Corresponding SMS notifications should accompany this sequence as well.
4. Booking & Scheduling Workflow
Upon quote acceptance, I will manually schedule bookings using Google Calendar or an alternative tool (open to suggestions for improved integration).
After booking:
A custom booking confirmation email (HTML/template-based) should be sent, instead of a generic calendar invite.
A Twilio SMS confirmation should be sent at the same time.
On the day of the booking:
A morning SMS and email reminder should be automatically sent to the customer.
Optional Suggestion:
Consider a simple booking dashboard or form where I can input booking details that will:
Auto-create the Google Calendar event.
Trigger confirmation emails and SMS notifications instantly.
5. Invoicing Workflow (Invoice Ninja Integration)
After the service:
Automatically create the contact in Invoice Ninja via API.
A task or reminder should be created (e.g., Google Tasks or within Google Sheets) to manually generate the invoice.
Invoice creation and payment reminders will be handled through Invoice Ninja itself.
System Requirements:
The entire system should be:
Accessible on both desktop and mobile (through browser access and/or mobile-friendly tools).
Integrated into Google Workspace (Gmail, Google Calendar, Google Sheets, Google Tasks, etc.).
Fully integrated with Twilio for SMS and calling (calls via Twilio Voice).
User-friendly to allow simple adjustment of email/SMS templates, scheduling intervals, and triggers.
Hello, OKAY understood your requirements Custom Workflow Automation with Twilio Integration--- I have extensive experience with similar PROJECT ---->>I am highly qualified to do this job with high QUALITY ----- I am Passionate PHP/Twilio/Full stack developer having rich experience with so many successful Tasks.
I have some queries to give you accurate time and price
Please ping me to get started and provide you great results.
Thanks
This project aims to achieve the following:
Automate sales follow-ups and customer communication.
Integrate Twilio for SMS and voice call functionalities.
Enhance scheduling and booking workflows.
Streamline invoicing with Invoice Ninja integration.
Ensure the system is user-friendly and accessible across devices.
Scope of Work
1. Sales Enquiry & Follow-Up Automation
Automate follow-up email sequences triggered after a manual response to a sales enquiry.
Predefined intervals for follow-up emails (e.g., 1 day, 3 days, 7 days).
2. Twilio SMS & Voice Call Integration
Automatic SMS notifications corresponding to email content (e.g., "Quote Sent", "Follow-Up Reminder").
3. Post-Reply Follow-Up Workflow
Distinct follow-up email and SMS sequences for generic replies.
Custom templates for value-added content and customer nurturing.
4. Booking & Scheduling Workflow
Integration with Google Calendar for manual scheduling.
Optional booking dashboard to:
Auto-create Google Calendar events.
Instantly trigger confirmation emails and SMS notifications.
5. Invoicing Workflow (Invoice Ninja Integration)
Automatic creation of customer contacts in Invoice Ninja via API.
Task reminders in Google Sheets or Google Tasks for manual invoice creation.
Invoice Ninja handles invoice generation and payment reminders.
Technical Implementation
1. Google Apps Script Development
2. Twilio Integration
3. Invoice Ninja API Integration
Hi there,
I have came across ur project i can help u with it as i have great working experience in C# Programming, PHP, Software Architecture, Mobile App Development and JavaScript. Please have a look at my portfolio: https://www.freelancer.com/u/ayesha0124
Regards,
Hello,
You want " Custom Workflow Automation with Twilio Integration " I understand the requirements and I am confident that I can build this application more effective.
I'm a Full-stack developer with experience working with both (Frontend and Backend) technologies that include React Native, Flutter, Dart, Blockchain Native Android, Java, Python, Kotlin, Native iOS with Objective C, Swift, iPhone, Xcode, Laravel, PHP, React.js, Node.js, MYSQL, MongoDB, and others.
We discussed the project further, and I agree with your suggestion. I'd like to work on your project, and I'll offer you everything that you need in a project requirement and provide a visually appealing style.
I will offer the following services:-
1. A daily update.
2. Continuous communication
3. One year of free bug-fix support upon completion.
4. A Multilingual app.
So, if you assign me this project, I will do my best to complete it on time. so kindly add me to the chat box for a more extensive conversation
I Look forward to your Response.
Thanks
Anurag
Hello John L.,
i m shabana
We are an expert team which have many years of experience on PHP, JavaScript, Mobile App Development, C# Programming, Software Architecture
Lets connect in chat so that We discuss further.
Regards
Hello There,
We are a specialized development team with extensive experience in creating custom solutions using Google Apps Script and integrating APIs like Twilio for seamless workflow automation. We can build a tailored system for your service business that automates sales follow-up emails, SMS notifications, booking confirmations, and invoicing processes. Our approach ensures real-time integration with Google Workspace and Twilio, providing a user-friendly platform that you can manage effortlessly on both desktop and mobile. We’re excited to help streamline your operations and enhance customer engagement. Let’s discuss how we can bring your vision to life!
Thanks.
Hi,
After carefully reviewing your requirements, I understand that you need a system for automated sales enquiry and follow-up emails/SMS. To achieve this, we will use cron jobs to schedule and send emails/SMS at predefined intervals. Additionally, you require a calling feature integrated within your platform, utilizing Twilio for SMS and calls (with calls processed via Twilio Invoice).
Furthermore, the system will automatically create contacts in the Invoice Ninja API.
Integration with Google services, including Google Sheets, Google Calendar, Google Tasks, and Gmail is also needed in the system.
I have successfully implemented these features in multiple projects and can efficiently develop your system to meet your specific needs. I look forward to collaborating with you.
Best regards,
Muhammad Adil
--------------✔✔Hi, there! I understood EXACTLY what you are looking for!✔✔--------------With a laser focus on finding the most effective solutions for my clients, I am confident that my wide-ranging skillset makes me the ideal fit for automating your workflows with Google Apps Script and comprehensive integration of Twilio. My deep knowledge of C# Programming, JavaScript, Mobile App Development, PHP, and Software Architecture means I have the technical prowess needed to ensure all aspects of this project work harmoniously. At every step - be it automating follow-up email sequences or complex booking and invoicing workflows - I can tailor your requirements to deliver precise, user-friendly automation.
Additionally, I have extensive experience in API integrations like you require with [Invoice Ninja]. From creating contacts to generating invoices and managing payment reminders, I will construct a seamless conduit between the various platforms you use, ensuring ease of use and optimal efficiency.
Furthermore, as someone who has always thrived in aligning technology to business processes and goals, I appreciate the prime importance of intuitive interfaces for easy management. Throughout my execution of your project, every element will be crafted to give you simple yet comprehensive control over key functions like modifying email/SMS templates Alongside this sophisticated yet easy-to-use solution. Choose me for excellence in execution and tangible business value from day one!
Hello!
What volume of sales inquiries do you typically handle per week?
What is your preferred method for managing customer data (CRM, Google Sheets, etc.)?
Do you have existing templates for emails and SMS messages, or will those need to be created?
I understand your need for a custom workflow automation system integrating Google Workspace and Twilio. I can develop a solution tailored to your needs, automating sales follow-ups, SMS notifications, booking confirmations, and invoice creation reminders. I’m confident I can deliver a system that is user-friendly and accessible on both desktop and mobile devices, fully integrated to streamline your business operations.
Let’s discuss your project further to provide an accurate quote.
I can help you build a custom workflow automation system using Google Apps Script and Twilio, fully integrated with Google Workspace and Invoice Ninja. This solution will streamline your sales, follow-ups, bookings, and invoicing while ensuring a smooth customer experience.
Let’s chat!
Best regards,
Hajra
Hello John L.,
Good evening!
I am skilled mobile programmer with skills including C# Programming, Software Architecture, JavaScript, PHP and Mobile App Development.
"Follow-Up Reminder"
Please send a message to discuss more about this project.
Best Regards
⭐ Dear Client, ⭐
I am a talented full stack developer focused on customer satisfaction, high quality, and fast delivery.
With over 7 years of experience as a senior software engineer, I have a high level of expertise in this field.
I am confident in my ability to execute this project flawlessly and exceed your expectations.
Let’s connect and discuss how I can contribute to your success.
Looking forward to hearing from you!
Best Regards,
Slobodan
Hey John! I couldn't help but notice your need for a custom workflow automation solution with Twilio integration. I have extensive experience in developing bespoke solutions using Google Apps Script and integrating with Google Workspace and Twilio.
Would you like to see some samples of my previous work to get a better idea of what I can offer for your project? Feel free to reach out via chat for more details!
Quick technical question: How do you envision the integration between Twilio and Google Workspace for seamless SMS and calling functionalities? Looking forward to discussing this further with you!
Hello John L.,
I would like to grab this opportunity and will work till you get 100% satisfied with my work.
I'm an expert who have many years of experience on PHP, JavaScript, Mobile App Development, C# Programming, Software Architecture
Please come over chat and discuss your requirement in a detailed way.
Thank You
Hello John L.,
I have checked your project description and it seems like I am a great fit for this job.
I built exactly the same project as what you want to build.
I have rich experience on PHP, JavaScript, Mobile App Development, C# Programming, Software Architecture.
Let's connect in chat so that we discuss this further.
Thank You
Hello
I specialize in Google Apps Script, Twilio integration, and workflow automation to streamline sales, booking, and invoicing processes. I can build a custom solution that integrates seamlessly with Google Workspace, Twilio SMS/Voice, and Invoice Ninja, ensuring smooth automation for your business operations.
Why Choose Me?
✔️ Proven Expertise – Experience in Google Apps Script, Twilio API, and automation.
✔️ End-to-End Solution – Sales follow-ups, SMS notifications, booking confirmations, and invoicing – all automated.
✔️ User-Friendly & Scalable – Easily adjustable templates, triggers, and scheduling intervals.
Solutions I Provide:
✅ Automated Follow-Ups – Email & SMS sequences that stop when a customer replies.
✅ Twilio SMS & Calling Integration – Triggered notifications, missed call responses, and call logging.
✅ Booking Workflow – Auto Google Calendar events + customized email/SMS confirmations.
✅ Invoicing Automation – Invoice Ninja API integration for seamless invoicing.
Let’s discuss how I can tailor this solution for your business needs!
Best regards,
Hello! Thank you for providing such a detailed project overview. I’m excited about the opportunity to help you automate your workflows and enhance your service operations.
With expertise in Google Apps Script, Twilio, and workflow automation, I can create a custom solution that integrates with Google Workspace and Twilio seamlessly. I’ll automate your sales enquiry follow-ups, booking system, invoicing, and SMS/Voice notifications, ensuring all processes are efficient and user-friendly.
Additionally, I have experience in building systems that are accessible on both desktop and mobile devices, making it easy for you to manage operations on the go. The integration of email, SMS templates, and the Invoice Ninja API will ensure a smooth and fully automated experience.
I look forward to working with you and helping streamline your business processes! Let’s make this project a success.
Hello! Thank you for sharing such a detailed and exciting project. I’m thrilled about the opportunity to work on automating your workflows and enhancing your service operations.
With extensive experience in Google Apps Script, Twilio, and workflow automation, I’ve successfully integrated systems like Google Workspace and Twilio for seamless automation. I’ve previously developed solutions that automate email sequences, SMS notifications, and CRM tasks, ensuring a smooth and user-friendly experience for my clients.
In this project, I will:
Automate your sales enquiry follow-ups and booking confirmations, with dynamic SMS notifications via Twilio, ensuring personalized communication.
Integrate Invoice Ninja API to create contacts and streamline invoicing processes.
Provide a custom booking dashboard that will generate Google Calendar events and send reminders automatically.
Ensure the system is fully responsive, mobile-friendly, and accessible across desktop and mobile platforms.
My experience with JavaScript, PHP, and Google Workspace integration makes me confident I can deliver a high-quality solution that fits your needs. I’m eager to collaborate and optimize your workflows for maximum efficiency. Let’s make this a success!
Looking forward to working together!
Hello Sir,
I hope you're doing well.
I am excited to help you develop a custom-built solution to automate your workflows for sales, follow-ups, bookings, and invoicing using Google Apps Script and Twilio, fully integrated with Google Workspace.
My goal is to streamline your processes while ensuring the system is user-friendly, efficient, and mobile-friendly.
⭐Why I am fit for your project:
I have extensive experience in Google Apps Script, Twilio integration, and workflow automation. I specialize in creating tailored, scalable solutions for small businesses like yours, ensuring seamless operations and time savings.
Let’s discuss your project further!
I am confident I can deliver an efficient and reliable system to meet your needs.
Best regards,
Daniel.
As an experienced developer, I understand the value of automation and seamless workflow management. I have a strong command over JavaScript and PHP, which are necessary for this project's successful implementation with Google Apps Script or bespoke development. Having worked in domains such as E-Commerce, Banking, and Insurance before, I'm well-acquainted with crafting tailored solutions that align with specific business needs.
My understanding of tools like Twilio, Google Workspace, and CRM platforms would facilitate efficient integration into your existing infrastructure. This will enable the automation of your sales processes from webform enquiries to follow-ups via both email and SMS channels. Moreover, my proficiency in Google Calendar API would aid in streamlining your booking management by sending custom confirmations via email and Twilio SMS.
Additionally, for your invoicing workflow with Invoice Ninja, my expertise in Core PHP can come into play. It will allow smooth creation of contacts via API and reminders for manual invoice creations when needed. My ultimate goal is to deliver a system that is user-friendly allowing you to adjust templates easily.
In our partnership, you can expect clear communication, timely delivery and a high quality project that matches your vision precisely. Let's connect soon to discuss the project in greater detail!
