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I already have most of the pieces in place, but I need a specialist to wrap up the workflow that starts with a Microsoft Forms submission, creates a new project in CompanyCAM, and then hands the data off cleanly to RoofR CRM. The integration is strictly trigger-based: every time a customer completes the form, the chain of events should fire automatically, with zero manual intervention. Current status • Microsoft Form is live and collecting responses. • An initial Power Automate flow (alternatively, Zapier or Make) is drafted but not yet producing the desired result in CompanyCAM. • RoofR has the API credentials ready; no mapping has been configured. What I need from you 1. Finish or rebuild the automation so that a form submission instantly creates a corresponding project in CompanyCAM, using key fields (name, address, phone, notes, photos link, etc.). 2. Pass the same payload—or the newly created CompanyCAM project ID—into RoofR CRM so the lead record is created or updated there as well. 3. Provide brief documentation inside the flow and a short hand-off note so I can maintain it later (field mappings, API endpoints, and any custom logic). 4. Test end-to-end with at least one sample submission to prove reliability. Acceptance criteria • A new form submission results in a visible project in CompanyCAM within 60 seconds. • The RoofR CRM lead shows the correct data from the form and, where possible, a link to the CompanyCAM project. • No duplicate records generated on repeated tests. • All steps stay inside the Microsoft 365 / Power Automate (or chosen platform) limits. If you have deep experience with Microsoft Forms, Power Automate, REST APIs, and especially CompanyCAM or RoofR, you’ll be able to knock this out quickly. Let me know your preferred platform (Power Automate, Zapier, Make) and any prerequisites you need from my side so we can get this over the finish line.
Project ID: 40475608
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Active 4 days ago
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Hi, I will finalize the automation by ensuring that a Microsoft Forms submission instantly creates a corresponding project in CompanyCAM, and then seamlessly passes the data to RoofR CRM. I will document the flow and provide a hand-off note for your future maintenance. Let's discuss further to ensure a reliable end-to-end solution. Regards, Sai Bhaskar
$75 USD in 2 days
7.7
7.7
47 freelancers are bidding on average $132 USD for this job

Hi there, ★★★ Power Automate Expert ★★★ 4+ Years of Experience ★★★ I can finalize the automation workflow to ensure that a Microsoft Forms submission creates a project in CompanyCAM and updates RoofR CRM seamlessly. This will include: - Completing or rebuilding the Power Automate flow to trigger project creation in CompanyCAM. - Passing the necessary data to RoofR CRM for lead record creation or updates. - Providing documentation for future maintenance. - Testing the entire process with a sample submission. I will utilize Power Automate to structure the workflow and ensure all API calls are correctly configured. This will allow for a smooth and reliable integration. Ready to start once you provide the necessary access and any additional details. Thanks!
$130 USD in 2 days
8.1
8.1

Hi, I can complete this end-to-end automation so every Microsoft Forms submission reliably triggers a clean data flow into CompanyCAM and RoofR CRM without duplicates or manual steps. Your setup is already 80% there, so the main work is fixing the flow logic, ensuring correct field mapping, and stabilizing the API handoff between systems so the trigger executes consistently within the 60-second window. I will rebuild or refine the Power Automate/Zapier flow, map all required fields into CompanyCAM project creation, pass the project ID or payload into RoofR via API, and add deduplication logic so repeated submissions don’t create duplicates. I’ll also document the full workflow for easy future edits. Do you prefer to keep this inside Power Automate for Microsoft-native control, or are you open to moving it into Make for more flexible API handling? Best Regards, Fizza Nadeem K
$140 USD in 7 days
5.7
5.7

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I've successfully delivered automations integrating form submissions with CRM and project management tools, making workflows trigger-based and seamless. The key to completing this project is ensuring precise data mapping and flawless API communication across Microsoft Forms, CompanyCAM, and RoofR CRM. Approach: ⭕ Review and finalize or rebuild the Power Automate flow for instant project creation in CompanyCAM upon form submission. ⭕ Map and hand off form data or CompanyCAM project ID to RoofR CRM accurately. ⭕ Conduct comprehensive end-to-end tests to ensure no duplicates and full data integrity. ⭕ Provide clear inline documentation and a concise hand-off note covering mappings and API details. ❓ What platform do you prefer to finalize the automation on , Power Automate, Zapier, or Make? ❓ Could you share API documentation for CompanyCAM if available? ❓ Are there specific fields or custom logic you want prioritized in the workflow? I am confident in delivering a robust, reliable automation tailored to your Microsoft 365 environment and API requirements. Best regards, Nam
$200 USD in 3 days
5.4
5.4

As a seasoned developer with 7+ years in the field, I bring a robust skill set and vast experience in building end-to-end software solutions with deep knowledge in Microsoft 365 and Power Automate -- skills that are perfectly aligned with your project needs. I specialize in AI-powered applications, API integrations, and automation workflows, rounding out a comprehensive set of skills ideal for your task. Additionally, I have worked extensively with REST APIs, which will make the integration of RoofR's API credentials a smooth process.
$120 USD in 3 days
4.5
4.5

⚠️ If you're not happy, you don’t pay. ⚠️ Hi there, Thank you for checking my proposal and sharing the detailed project brief. I can build your workflow automation using Microsoft Forms, Power Automate, and REST APIs with a seamless and efficient design. I will deliver: • Instant creation of projects in CompanyCAM from form submissions • Integration of project data or IDs into RoofR CRM for lead records • Documentation and hand-off notes for easy maintenance • End-to-end testing for reliability You will also receive: • Comprehensive documentation for future maintenance I am confident I can execute your vision professionally and efficiently. Looking forward to discussing the timeline and next steps. Best regards, Chirag.
$200 USD in 7 days
4.4
4.4

Hello there, I have deep hands-on experience building seamless Microsoft Forms to CRM integrations using Power Automate and REST APIs. I design reliable, trigger-based flows that minimize manual steps and handle data cleanly from submission to project creation in CompanyCAM and update RoofR CRM. I’ve previously built end-to-end Form-to-CRM automations that create new projects, map fields (name, address, phone, notes, photos URLs), and pass IDs between systems with error handling and idempotency to avoid duplicates. I’ll rebuild or retrofit your flow so a submission immediately creates a CompanyCAM project and pushes the payload (or the new project ID) to RoofR CRM, with inline docs and a straightforward hand-off note for future maintenance. I’ll test with real submission data to verify under 60 seconds visibility in CompanyCAM, correct RoofR data, and no duplicates, staying within Power Automate limits. I’ll use Power Automate as the default, and can adapt to Zapier or Make if you prefer. Next steps: I’ll confirm prerequisites and then deliver a tested flow with brief in-flow documentation and a short hand-off note. Best regards, Billy Bryan
$250 USD in 3 days
4.6
4.6

I’m Juan Pablo. I can finalize your Microsoft Forms → CompanyCAM → RoofR automation so every new form submission triggers a clean, reliable chain that creates the CompanyCAM project instantly and passes the full payload into RoofR without duplicates or delays. I work extensively with Power Automate, REST APIs, conditional triggers and field‑mapping logic, so I can either repair your existing flow or rebuild it from scratch to ensure it fires consistently within Microsoft 365 limits. My approach is to normalize the form data, call the CompanyCAM API with the required fields, capture the returned project ID, and forward that structured payload into RoofR so the lead record is created or updated with the correct information and a link back to the project. I’ll document the mappings, endpoints and any custom logic directly inside the flow, and provide a short hand‑off note so you can maintain it later without guesswork. We’ll run an end‑to‑end test to confirm that a new submission appears in CompanyCAM within a minute, that RoofR receives the correct data, and that no duplicates are generated across repeated runs. If helpful, I can walk you through how I design Power Automate API flows or structure CompanyCAM integrations before we begin. Listo para dejarlo funcionando de forma estable y sin intervención manual.
$300 USD in 7 days
4.4
4.4

Hello, The primary challenge here lies in ensuring seamless data flow between Microsoft Forms, CompanyCAM, and RoofR CRM. It's essential to maintain accurate data synchronization while adhering to the trigger-based workflow. Another concern is minimizing the risk of duplicate records during repeated submissions. To clarify, is the existing Power Automate flow meant to be modified, or should we start from scratch? Additionally, what specific data fields are critical for the CompanyCAM project creation and RoofR CRM integration? I am ready to tackle this and ensure smooth automation.
$30 USD in 7 days
3.7
3.7

Hi there, I’d be happy to discuss your project—feel free to start a chat anytime. I’m a full-stack developer with solid experience building scalable web and desktop applications, and I’m confident I can deliver your project efficiently and on time. I also have strong exposure to modern technologies including Web3 concepts, DevOps practices, and automation. I’m a Kubernetes enthusiast with hands-on experience using Docker containers and deploying applications on Linux servers. My expertise includes: MERN / MEAN Stack (development + team management) .NET Core APIs with Angular, including D3.js data visualizations Azure Logic Apps, SharePoint, and workflow automation (PowerApps familiarity) Salesforce development with Apex, Visualforce, and integrations via .NET APIs DevOps basics, containerization, and application hosting on Linux Automation workflows and AI-based tools to improve efficiency I bring a problem-solving mindset and full project lifecycle experience—from development to deployment. Looking forward to hearing from you. Thank you!
$200 USD in 1 day
1.9
1.9

Hi, I’m Nassim, a senior automation and integration developer with strong experience connecting business platforms, APIs, and workflow systems where reliability matters more than complexity. Much of my work involves taking partially finished automations and turning them into dependable processes that operate cleanly behind the scenes with minimal maintenance. What makes this interesting is that the foundation already exists—the challenge now is ensuring the entire sequence behaves consistently without duplication or broken handoffs. Integrations like this succeed when field mapping, trigger logic, and fallback handling are designed carefully from the start. I’d like to review the current flow first, because there are usually a few adjustments that can stabilise everything very quickly.
$140 USD in 7 days
1.8
1.8

Hey! As someone who has been a power-user in technology for 5+ years and worked with numerous businesses like yourself, I offer a unique blend of skills that brings deep understanding and experience to complex workflows like what you have described. My wide-ranging capabilities in Web and mobile app development, AI-powered systems, Business Automation and more have proven instrumental in achieving seamless integrations. I’m quite comfortable with Microsoft 365 / Power Automate which is in line with your prerequisite. I value clear communication, timely delivery and empowering businesses through smart use of technology – precisely what I intend to bring to your project. I'm willing to invest careful thought and attention to detail to ensure your desired outcomes are not just attained but also continue to deliver results after project completion. If given this opportunity, I’ll provide efficient end-to-end service. From building seamless Microsoft Forms- CompanyCAM- RoofR CRM flow; thorough testing, providing documentation & post-service support for effective workflow management as well as relationship merging avoidance. So let's hit go on achieving the effortless automation you've envisioned!
$140 USD in 7 days
1.9
1.9

Hi, I've built similar workflows using Microsoft Forms, Power Automate, and REST APIs to integrate data from CRMs like CompanyCAM and RoofR. I can finish your automation so every form submission triggers the creation of a project in CompanyCAM and updates a lead in RoofR with minimal delay. We can start with a small test to ensure everything works as expected before moving on. Let’s discuss your preferred platform and any additional details you need from me. Best Regards, Rosmar
$140 USD in 7 days
1.8
1.8

⭐⭐⭐⭐⭐ Verified! Hi there, I can finish the trigger-based workflow so each Microsoft Form submission creates a CompanyCAM project and then pushes the payload or CompanyCAM ID into RoofR CRM reliably and without duplicates. I see your Form is live, a draft flow exists, and RoofR API creds are ready. I will either complete your Power Automate flow or rebuild it (Power Automate preferred to stay inside Microsoft 365 limits), implement CompanyCAM REST calls, map fields (name, address, phone, notes, photos link), pass the project ID to RoofR, add inline documentation in the flow, and run end-to-end tests to confirm projects appear within 60s and no duplicates occur. I will also include a short hand-off note with field mappings, endpoints, auth details to keep, and any custom logic used. Best regards, Luka
$50 USD in 2 days
1.2
1.2

Hi there, Thank you for outlining your requirements in such detail. We at Demivision LLC are excited by the opportunity to help you finalize your Microsoft Forms to CompanyCAM and RoofR CRM automation. Your aim for a seamless, trigger-based workflow—eliminating manual intervention and ensuring reliable data transfer—is exactly the kind of challenge our team enjoys solving. We understand the workflow as follows: a user submits a Microsoft Form; data needs to flow automatically to create a new project in CompanyCAM using specific fields, and then that same payload (with the new CompanyCAM project ID, where applicable) should be used to create or update a corresponding lead in RoofR CRM. Ensuring data integrity, preventing duplicates, and keeping everything within platform limitations are all priorities we share. Our team has deep experience with Power Automate, REST APIs, Microsoft Forms, and integrating with both established and custom SaaS platforms. We’ve successfully delivered similar solutions where real-time, multi-platform automation was required—often leveraging Power Automate for its robust connectors and flexibility, but we’re equally comfortable with Zapier or Make depending on your preferences. Our recommended approach is to review your existing Power Automate flow, identify and resolve the issues with the CompanyCAM integration, and then extend the automation to include the RoofR CRM API mapping. We will ensure all critical fields are mapped, handle error checking to avoid duplicates, and provide clear inline documentation and a hand-off note for your ongoing maintenance. We’d appreciate access to your drafted flows, API documentation for RoofR, and any specific field mapping requirements. Looking forward to collaborating and getting your automation working smoothly end-to-end!
$140 USD in 5 days
1.4
1.4

Hello, I have reviewed your project description and you need to finalize the integration between Microsoft Forms and CompanyCam using Power Automate workflows and automation logic. I can help complete and optimize the Power Automate flow with proper triggers, data mapping, error handling, and seamless integration between both platforms. I have 9+ years of experience in PHP, Laravel, WordPress, and Shopify development, building scalable web applications, REST APIs, admin dashboards, and modern websites. I’d be happy to discuss the project further and start working on it. Best regards, Prem
$70 USD in 2 days
1.4
1.4

Hi, Good day, I reviewed your project details carefully and can see strong potential to build something both technically solid and polished from a user experience perspective. As a Senior Full Stack Engineer, I focus on delivering scalable, well-structured solutions that are not only functional, but also reliable, maintainable, and aligned with real business goals. I take a practical, results-driven approach throughout development, with clear communication, clean architecture, and attention to both performance and usability to ensure the final product meets your expectations on every level. I bring over 10 years of experience as a Senior Software Engineer, specializing in building scalable, high-quality, and maintainable systems across a wide range of projects. My approach combines strong technical expertise with clear and reliable communication, allowing me to deliver solutions that are not only technically sound, but also aligned closely with business objectives and long-term growth. I’m excited about the opportunity to contribute to your project and deliver reliable, high-quality results. Before getting started, I have a few quick questions to ensure everything is fully aligned with your expectations and project goals. I would appreciate it if you could send me a message when you are available. Cheers, Jonny Ha
$150 USD in 7 days
0.0
0.0

Hello, As an experienced SaaS specialist, I understand the urgency and complexity of your project. My proficiency in Microsoft Forms, Power Automate (as well as Zapier) and REST APIs will ensure a smooth and efficient automation process to integrate every element of your workflow. I have worked on similar projects for multiple entrepreneurs, transforming their manual processes into automated ones with impressive results. One notable accomplishment was helping a client launch their product within 3-to-4 weeks, generating revenues upwards of $100k ARR. Your project adjudicates a well-functioning chain of events without manual involvement and my experience suggests that I would not just meet your expectations but deliver beyond them. My inclination towards "first time right" approach aligns perfectly with your need for precise data transfer from CompanyCAM to RoofR CRM without duplicates or erroneous entries. I also bring a deep understanding of SaaS development and extensive API integration expertise to the table. This means, besides building an uninterrupted automation flow for each form submission to create a corresponding project on CompanyCam and updating lead records in RoofR CRM, I can provide you with comprehensive documentation enabling future maintenance, be it API endpoints or field mappings. Working together on your project would provide key benefits: reliable automation even within Microsoft 365 / Power Automate limits, Thanks!
$250 USD in 3 days
0.0
0.0

Hello, Over the course of my extensive 6+ years in web development, I've had numerous opportunities to specialize in backend architecture and REST API development, which aligns beautifully with your project needs. I have a deep understanding of Microsoft Forms, Power Automate and REST APIs, making me well-equipped to finalize and optimize the workflow you require for your CompanyCAM-RoofR integration. I've previously leveraged Ruby backend techniques for seamless automation, transforming manual tasks into efficient automated processes- an invaluable trait for a trigger-based integration like this. In one of my most recent projects, I was responsible for maintaining and extending a production-grade web application that involved creating APIs and backend logic using Ruby-based frameworks - much like what’s needed here. In addition, I've integrated several third-party services into business applications including utilizing external APIs which further showcases my ability to seamlessly simulate the flow you envision with Microsoft Forms, CompanyCAM, and RoofR. I assure you that not only will I complete your automation requirements promptly but also equip you with a concise documentation allowing for easy maintenance later on. To kickstart our collaboration smoothly and efficiently, let's hop on a call to discuss any prerequisites or additional requirements from your side. Thank you for considering me for this crucial project; I'm eage Thanks!
$30 USD in 2 days
0.0
0.0

With my extensive experience in digital marketing, automation, and lead generation, this project appears to be right up my alley. Leveraging my skills with Power Automate, REST APIs, and Microsoft 365, I am confident that I can not only finalize the existing workflow but also ensure its seamless functionality to address your immediate needs. To enhance your company's efficiency and productivity, I can even provide comprehensive documentation ensuring that you would be able to maintain the automation process in future. Given my proven record of driving successful business profiles on Google, I carry a knack for painstakingly mapping field-settings and API endpoints -- blending your explicit requirements with my adeptness. My skills extend beyond the requirement, as you will discover. Equipped with proficiency in CompanyCAM and RoofR, I am confident in implementing a solution which will reduce time spent on manual data transfer while maximizing data synchronisation efficiency across systems without any duplicate records. Having helped businesses improve their online reputation and streamline their processes through automation, I am confident that I am not just bringing practical knowledge to the table but also innovative thinking. I also appreciate clear communication and fast response times; thus, rest assured you'll never have trouble reaching me when you need assistance.
$100 USD in 1 day
0.0
0.0

Hi, This is AB from United Kingdom. I understand the need to seamlessly automate the workflow from Microsoft Forms to CompanyCAM and RoofR CRM. Leveraging my expertise in Microsoft Forms, Power Automate, and REST APIs, I can ensure a smooth transition for form submissions to create projects in CompanyCAM and update lead records in RoofR CRM. My approach involves meticulous mapping of key fields and thorough testing to guarantee reliability. I aim to provide comprehensive documentation for easy maintenance post-handoff. Would it be possible to clarify if real-time updates are essential for the CompanyCAM integration, or if periodic sync would suffice? This will help streamline the implementation process. Looking forward to collaborating and bringing this project to fruition.
$130 USD in 3 days
0.0
0.0

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