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I build reliable, well-documented automations that connect Stripe, payments, orders, and CRMs directly to QuickBooks Online, saving e-commerce and service businesses 15–30+ hours per month in manual work. Hi, I’m Josh. I’m a Make . com Advanced Certified specialist (all four certifications) and former frontend engineer with 6+ years of production experience building systems for clients including Meta, Oracle, and VMware. I also scaled my own DTC e-commerce business to over $1M in sales. My edge: - Make . com Advanced Certified (all four Make certifications) - Strong QuickBooks Online expertise - Intuit QuickBooks Certification Level 1 + Intuit Bookkeeping - Proficient in Zapier - HubSpot Inbound Certified - Real API and systems experience from enterprise and startup environments What I deliver: - Stripe and payment processor → QuickBooks Online syncs (with proper fee handling and reconciliation) - Order & customer data automation (Shopify, WooCommerce, etc.) - CRM integrations (HubSpot, GoHighLevel, Airtable, etc.) - Robust error handling, automatic notifications, duplicate prevention, and clear documentation Every automation I build includes professional safeguards most freelancers skip: error handling with alerts, idempotency checks, transaction logging, and a handoff document so you always understand exactly what’s running. I scope projects clearly upfront and focus on maintainable solutions rather than quick-and-dirty builds. Whether you need a focused sync or a broader system, I’ll be honest about what’s realistic. Top Rated • 100% JSS • Fast turnaround Certifications: - Make Advanced - Make Intermediate - Make Basics - Make Foundation - Intuit QuickBooks Certification Level 1 - Intuit Bookkeeping Certification - HubSpot Inbound Certified Send me a quick description of what you’re trying to automate (especially anything involving QuickBooks or payments), and I’ll let you know how I can help and what it would take.

𝐀𝐈 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 | 𝐀𝐈 𝐀𝐠𝐞𝐧𝐭𝐬 | 𝐌𝐚𝐤𝐞 𝐜𝐨𝐦 | 𝐂𝐥𝐚𝐮𝐝𝐞 𝐀𝐈 | 𝐇𝐮𝐛𝐒𝐩𝐨𝐭 𝐂𝐑𝐌 A SaaS company was struggling with slow lead response times, inconsistent CRM data, and missed follow-ups that were costing them qualified opportunities every week. Their sales team was manually updating HubSpot CRM, sending onboarding emails, assigning leads, creating follow-up tasks, and managing communication across multiple platforms. Valuable leads were slipping through the cracks, sales representatives were spending hours on administrative work, and growth was being limited by inefficient processes. I redesigned their workflow using AI Automation, AI Agents, HubSpot CRM Automation, Make com, Claude AI, and API Integrations. The result: ✓ 70% reduction in manual administrative tasks ✓ Faster lead response and qualification ✓ Automated lead routing and CRM updates ✓ Consistent follow-up across the entire sales pipeline ✓ Improved customer onboarding experience ✓ Increased sales team productivity and conversion opportunities Instead of spending time managing repetitive tasks, their team could focus on what truly drives revenue closing deals and building customer relationships. This is exactly what I help businesses achieve. I specialize in designing and implementing AI-powered automation systems that streamline operations, automate workflows, optimize CRM processes, and create scalable business systems that work around the clock. Whether you're a startup, agency, SaaS company, consultant, service provider, or growing organization, I can help you automate manual processes, improve efficiency, and build systems that support long-term growth. 𝗪𝗛𝗔𝗧 𝗜 𝗛𝗘𝗟𝗣 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦𝗘𝗦 𝗔𝗨𝗧𝗢𝗠𝗔𝗧𝗘 Lead management, CRM automation, client onboarding, sales pipelines, follow-up sequences, appointment booking, team notifications, reporting, data synchronization, and AI-powered business processes. Whether you're using HubSpot CRM, Make com, Claude AI, Zapier, n8n, Airtable, Slack, GoHighLevel, or other business tools, I build automation systems that eliminate repetitive work and keep your operations running efficiently. 𝗠𝗬 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 AI Automation, AI Agents, HubSpot CRM Automation, Make com Automation, Claude AI Workflows, Workflow Automation, Business Process Automation, API Integrations, Lead Qualification Systems, Sales Automation, Customer Onboarding Automation, CRM Optimization, and Operations Automation. 𝗧𝗢𝗢𝗟𝗦 & 𝗣𝗟𝗔𝗧𝗙𝗢𝗥𝗠𝗦 HubSpot CRM, Make com, Claude AI, Claude Code, OpenAI, ChatGPT, Zapier, n8n, Airtable, Notion, Slack, Google Workspace, Salesforce, GoHighLevel, Monday com, ClickUp, Trello, Asana, APIs, and Webhooks. Many businesses don't have an employee problem. They have a process problem. Manual work slows teams down, creates bottlenecks, introduces errors, and prevents businesses from scaling efficiently. The right AI Automation system can eliminate repetitive work, improve operational visibility, increase response speed, and create a better experience for both your team and your customers. If you're currently spending hours updating your CRM, managing leads, sending follow-ups, moving data between platforms, or performing repetitive administrative tasks, there's a strong chance those processes can be automated. Send me a message with your current workflow, process, or business challenge. I'll identify automation opportunities, recommend the most practical solution, and help you build systems that save time, increase efficiency, and support business growth. kEYWORDS AI Agent Development, AI Agent Builder, AI Automation, AI Workflow Automation, Custom AI Agents, Claude AI Development, OpenAI Integration, GPT Integration, AI Chatbot Development, Conversational AI, AI Assistant Development, Autonomous AI Agents, Multi-Agent Systems, AI Business Automation, Agentic AI Solutions, LLM Application Development, Claude Code, OpenAI API, Anthropic Claude, AI-Powered Workflows, n8n Automation, Make com Automation, Zapier Automation, Workflow Integration, Business Process Automation, MCP Server Development, Model Context Protocol, OpenClaw Development, AI SaaS Development, Custom AI Tools, AI Web Application Development, AI System Architecture, AI Integration Services, RAG Systems, Retrieval-Augmented Generation, Vector Database Integration, Knowledge Base Chatbot, AI Customer Support Agent, Lead Generation Automation, Email Marketing Automation, AI Email Assistant, CRM Automation, AI Data Processing, Document Processing AI, AI Research Agent, AI Content Automation, SEO Content Automation, AI Content Generation, Prompt Engineering, AI Consulting, AI Deployment, AI Solutions Architect, Python Automation, API Integration, Webhook Automation, No-Code Automation, Low-Code Development, Intelligent Automation, Enterprise AI Solutions, Ecommerce Automation, Shopify Automation, AI Sales Agent, AI Lead Qualification, Virtual AI.

INTRODUCTORY I am a Advanced/Expert Microsoft Access Developer with over 20+ years (since 2001) Access experience. I can import/export your data, I can either modify an existing system or design a system from scratch based on your requirements, recommendations and direct input. I have many professional references that can attest to my easy-to-use, professional, robust and economical Microsoft Access databases. I am a great communicator and great documenter and can provide necessary training as needed. From a technical prospective, I fully utilize VBA coding (not macros) for my development style, I am well experience in SQL and can assist with older versions of Microsoft Access. I am very timely and available to discuss your system needs within a few minutes of our initial conversation. Find below some of my Microsoft Access Database Accomplishments: • Designed 7 Access DB’s for various teams to track productivity, appeals, complaints, etc. • Assisted in 20% decrease in TAT (turn-around-time) by creating 3-month analysis reporting • Designed Microsoft Access database used by 20+ users to store and track “do-not-call” members) • Designed Microsoft Access database that automated a previous manual process (saves 4.5 man hours) • Designed Microsoft Access database for handling over 600,000+ transactions per year and calculations. • Created email and fax interface ability within Microsoft Access System. • Designed Microsoft Access database responsible for State Parks reservations (55 state parks) • Designed Microsoft Access Payroll system, accruals, W-2 printing, weekly paychecks. • Designed Microsoft Access Elderly Abuse Tracking for Clark County (Las Vegas). • Designed Microsoft Access System for Storage Units. • Designed Microsoft Access System to track employees qualifications for working at Refineries. • Designed Microsoft Access System for tracking & entering cell phone payments. • Designed Microsoft Access Video check out system (equivalent to Block Buster). • Designed Microsoft Access Bail bond system (still current/active) • Designed Microsoft Access Payday Loan system (still current/active) • Designed Microsoft Access Title Loan system (still current/active) • Designed a time tracker/cost system keeps track of employee’s time (still current/active) • Designed Microsoft Access Asset Tracking System • Designed Microsoft Access Certified Training/Curriculum system • Designed Microsoft Access Salary Review/Compensation Tracker system for bonus structures • Upgraded many MS Access databases from previous version (i.e. 2000 to 2003 or 2003 to 2010, etc)

Summary: ✅ Founder, co-owner, and portfolio manager of a 6-figure private investment fund LLC ✅ Air Force veteran ✈️ ✅ I specialize in programming trading bots 🤖 (equities, options, futures, crypto), hooking them up to brokerage accounts, creating webpage dashboards for them, integrating them with databases, deploying them into the cloud, and related financial automation jobs to include copy-trading, back-testing, email/text alerts, TradingView / TrendSpider webhooks, order forms, order routing scripts, sentiment analysis (like on r/WallStreetBets), scanners/screeners, as well as web scrapers ✅ 100% independent, no agencies, no bureaucracy ✅ A truly full-stack, end-to-end solution for all things algorithmic trading / quant development ✅ Better value than what you might find on TradersPost.io, OptionAlpha.com, Composer.trade, Surmount.ai, SignalStack.com, WhisperTrades.com, TradeSteward.com, Capitalise.ai, MachineTrader.io, etc. Most of my clients pay under $20 in ongoing monthly fees to maintain their systems, with no limits on amount of capital invested or number of asset classes ✅ Joined Upwork in Nov 2021; obtained TOP RATED badge in Sep 2022; surpassed $100k earnings in Dec 2024; obtained TOP RATED PLUS badge in Jul 2025 Relevant education background: 📜 Dual M.S. Finance and M.S. Business Analytics, University of Dallas, 2023 📜 Certificate in Data Science, Southern Methodist University, 2024 Stock brokerage APIs: 🏛️ Alpaca 🦙 🏛️ Charles Schwab 🏊‍♂️ 🏛️ Etrade *️⃣ 🏛️ Lime Financial 🍋‍🟩 🏛️ Public.com 🗽 🏛️ SnapTrade 🫰 🏛️ TastyTrade 🍒 🏛️ TradeStation 🚉 🏛️ Tradier ↗️ 🏛️ Tradovate 🗠 Crypto APIs: 🪙 Coinbase 💠 🪙 Crypto.com 🦁 🪙 Gemini ♊ 🪙 Jupiter 🪐 🪙 Kraken 🦑 🪙 OKX ⬛ 🪙 Robinhood 🪶 Programming languages: 💻 Python 💻 HTML 💻 CSS 💻 Javascript 💻 Google Apps Script (Google Sheets) 💻 VBA (Microsoft Excel) 💻 SAS Trading languages (read-only proficiency): 📈 EasyLanguage 📈 Pinescript 📈 Thinkscript 3rd party market data services: 📊 DataBento 📊 Financial Modeling Prep 📊 Massive (formerly Polygon) 📊 TwelveData Web development frameworks: 🌐 Flask 🌐 Plotly Dash 🌐 Streamlit Databases: 💾 Firebase 💾 MongoDB 💾 SQLite Cloud platforms: ☁️ Fly.io ☁️ GCP (Google Cloud Platform) ☁️ Heroku (Salesforce) ☁️ Linode ☁️ Python Anywhere ☁️ Railway ☁️ Render Email/texting notification services: 🛎️ ClickSend / Sinch 🛎️ Discord 🛎️ Slack 🛎️ Telegram 🛎️ WhatsApp 🛎️ Twilio / SendGrid 🛎️ Twitter / X 🛎️ Vonage / Nexmo Software: ⭐ Power BI ⭐ Tableau Recent real-world jobs done for Upwork clients: 👏 Created a webpage which enables multiple users to ability to make their own bots with no code, includes parameters such as entry time, exit time, position sizing, number of legs, etc. 👏 Executed an iron condor strategy with multiple stop losses, profit takes, and futures hedging 👏 Taught a client with almost no prior Python knowledge how to program his own multileg options bot and implement it on a brokerage with error handling features in under 50 hours 👏 See the portfolio section on my profile for more Other relevant experience: 💯 I programmed my own algorithmic trading bot that I run daily using my own real money. I do not sell my own bot, but I will make yours FAQ: ❔Do you sell pre-made bots? ↪️ While I do sell pre-made templates, I don't sell pre-made strategies. If you want pre-made strategies, then head on over to collective2.com ❔How much money will my bot make? ↪️ Whether or not your bot makes money will depend largely on the requirements I am provided. I don't make any guarantees ❔Do you have experience with X? ↪️ While I am constantly adding to my skillset, here's a list of things that at this time I have no experience with: AFL/Amibroker, AWS, Azure, blockchain, Bloomberg, cTrader, DAS Trader, DeFi/DeX, Django, eSignal, FastAPI, FIX, FTMO, Interactive Brokers TWS, Keras (or any deep learning), MT4/MetaTrader 4, neural networks, NinjaTrader, NodeJS, Postgres, prop accounts (APEX, TopStep, etc.), React, TypeScript, Zapier ❔How much will this cost? ↪️ My project minimum is 5 hours / $500. My largest job has been for $40,000. My average job is $3000. All my earnings data is displayed publicly on my profile because I have nothing to hide. I've never had any feedback removed like other freelancers often do ❔How long will it take? ↪️ My average project takes 3-4 weeks. My smallest projects take 1 week. My largest projects take 2+ months ❔Can you build on my existing codebase? ↪️ I generally prefer to start from scratch, but this may be possible ❔When are you available to speak with me? ↪️ Please book a consultation if you wish to speak synchronously (phone/video calls). My typical hours are 10am-10pm CST, 7 days a week. I don't offer free synchronous time due to high invite volume. I will answer text messages usually within 24 hours

Most automation setups fail for one simple reason: They solve tasks, not the actual business problem. I do not just build Airtable bases or connect tools. I step in like an Operations + Automation Partner to understand your workflow, identify inefficiencies, and design systems that actually scale with your business. If you are tired of patchwork automations, broken workflows, or tools that do not talk to each other, you are in the right place. WHAT I HELP YOU DO: I design and build scalable systems using Airtable, CRMs, and automation tools that: • Eliminate manual work and repetitive tasks • Connect all your tools into one seamless workflow • Improve team visibility and accountability • Reduce errors and operational bottlenecks • Help you make better decisions with clean, structured data MY APPROACH (This is where I’m different) Most freelancers will: → Do exactly what you ask I will: → Understand your full workflow → Identify gaps you didn’t notice → Suggest a better, scalable solution → Then build it properly I COMBINE: • Automation Expertise • Operations Thinking • Scrum / Project Management Experience So you do not just get a system. You get a system that actually works in real teams. TOOLS & PLATFORMS I WORK WITH • Airtable (Advanced databases, interfaces, automations) • Zapier & Make (complex multi-step workflows) • GoHighLevel (CRM & automation systems) • N8N (custom automation flows) • HubSpot & Follow Up Boss (CRM optimization) • Stripe (billing & subscription workflows) • Slack & Jira (team workflows & integrations) • API Integrations (connecting anything with anything) LET'S BUILD THIS RIGHT If you already have a system that feels messy, slow, or manual, I can AUDIT and OPTIMIZE it. If you are starting from scratch. I will help you build it the right way from day one. Send me a MESSAGE with your current workflow or problem. I will break it down and suggest the best way forward.

Airtable Automation Expert, helping businesses build Airtable CRM systems and Interfaces that actually match how your business runs using Airtable, Make, n8n, and Zapier. As an Airtable Automation Expert, I design Airtable databases and workflow automations that are structured, scalable, easy to manage, and built around your actual business operations. My Airtable automation systems typically reduce manual work by 30–60% within weeks of implementation. I've built Airtable systems, Interfaces, sales pipeline automation, operations automation, and database management systems for service businesses, agencies, operations teams, and growing companies looking to streamline workflows and scale efficiently. WHAT I BUILD ➠ Airtable CRM & Database Design Custom Customer Relationship Management (CRM) systems, relational databases, Airtable setup, and database architecture for lead management, sales tracking, client onboarding, operations management, project tracking, and internal business workflows. ➠ Workflow Automation & Business Process Automation Automated workflow systems using Airtable Automations, Make, Zapier, and n8n to handle approvals, follow-ups, task creation, notifications, and repetitive operations. If your team is doing it manually every week, it can probably be automated. ➠ API Integration & No-Code/Low-Code Development Airtable API integrations and webhook connections with Gmail, Google Sheets, Slack, Typeform, Fillout, Twilio, Stripe, Calendly, and more. I work across the full API integration stack, REST APIs, webhooks, OAuth2, JavaScript, and modern iPaaS platforms, to build reliable API integrations between Airtable and your business applications. ➠ CRM Automation & Sales Pipeline Automation Automated lead capture, CRM automation, marketing automation, project workflows, onboarding workflows, and follow-up sequences. ➠ Airtable Dashboards & Interfaces Airtable Interface design, KPI dashboards, operations dashboards, and real-time reporting systems. Built so the right people see the right data without digging through raw records. ➠ Google Apps Script & Workspace Automation Custom JavaScript and Google Apps Script solutions for Gmail, Google Sheets, Google Forms, and Google Drive automation. ➠ Spreadsheet to Database Migration Moving businesses off Google Sheets and disconnected tools into a centralized Airtable database system with automation built in. Includes data migration, database integration, and workflow restructuring. ➠ Digital Project Management Systems Airtable project management setups, task automation, client onboarding workflows, and operations systems for agencies and service teams. Covers project workflows from intake to delivery. TOOLS I WORK WITH Airtable, Make, Zapier, n8n, Google Apps Script, Google Sheets, Twilio, Typeform, Fillout, Slack, AppSheet, OpenAI API, REST APIs, Webhooks, OAuth2 WHY CLIENTS WORK WITH ME ✅Most Airtable freelancers build the base and leave. I build the full system: database design, automation, interfaces, and integrations, so it's actually usable on day one. ✅I've built systems for service businesses, agencies, operations teams, and growing companies across CRM automation, business process automation, database management, and digital project management. Every build is documented and handed off so your team can run it without me. If you need an Airtable specialist to build or improve your CRM system, workflow automation, database development, or Airtable interfaces, send me a message or invite me to your job.