
Closed
Posted
Paid on delivery
Project: Automation System for Customer Service, Operations & Notifications Overview: We want to build a simple, scalable, and reliable automation system connecting [login to view URL], [login to view URL], Telegram, Shopify, and Lark. The system should manage customer interactions, internal workflows, and real-time notifications with minimal manual work and low error risk. -------------------------------------------------- Core Flow: Customer → [login to view URL] (Customer Service Chat) → Staff action (Tag / Button / Field) → [login to view URL] (Automation + Router) → Telegram (Send to different groups) → Lark (Data storage & internal tracking) → Shopify (for confirmed sales only) -------------------------------------------------- Trigger Types (Must Support): 1. Appointment (Store visit booking) 2. Authentication (Item verification) 3. Buyback (Customer selling item to us) 4. Sales (Completed transaction) All automation must be based on these trigger types. -------------------------------------------------- Trigger Mechanism: Customer service staff will trigger actions inside [login to view URL] using: - Tags - Buttons - Custom fields The system must detect these triggers and execute the correct workflow automatically. -------------------------------------------------- Automation Logic ([login to view URL]): - [login to view URL] will be the central automation system - It must receive triggers from [login to view URL] - Use Router to split flows based on trigger types - Execute the following actions: • Send Telegram notifications • Store records in Lark • Create/update Shopify orders (for Sales only) The system must be clean, structured, and easy to maintain. -------------------------------------------------- Telegram Notification Requirements: Each trigger type must send messages to different Telegram groups. Messages must include dynamic variables such as: - Customer name - Staff name - Amount / Price - Product (if applicable) - Payment method - Source Example format: [Sales] New Sales Order Customer: {{name}} Amount: RM {{amount}} Staff: {{staff}} Source: {{source}} Payment: {{payment}} [Buyback] New Buyback Request Customer: {{name}} Item: {{product}} Offer: RM {{price}} Staff: {{staff}} [Authentication] New Authentication Request Customer: {{name}} Item: {{product}} Time: {{time}} [Appointment] New Appointment Customer: {{name}} Time: {{time}} Location: {{branch}} -------------------------------------------------- Lark Data Management (IMPORTANT): All data must be stored in Lark (NOT Google Sheets). Required fields: - Date - Customer Name - Type (Appointment / Buyback / Sales / Authentication) - Staff - Amount (if applicable) - Status (Pending / Completed) - Source -------------------------------------------------- System Requirements: - Simple and easy for staff to use - Minimize manual typing (use dropdowns / tags) - Reduce human errors - Scalable for future expansion - Clean automation structure (no messy logic) -------------------------------------------------- Important Notes: - Proper variable mapping is critical (no missing or broken data) - The system must be maintainable by our team after setup - Avoid overly complex design -------------------------------------------------- Open to Suggestions: If you have a better or simpler architecture, workflow, or tools, please propose your solution and explain why it is better. -------------------------------------------------- Budget: (To be discussed)
Project ID: 40308924
126 proposals
Remote project
Active 56 yrs ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs