Favour

ServiceTitan Automation Specialist

Cleaners Club • Freelance

Dec 2025 - Present • 10 mos

I built an appointment follow-up workflow for a service business using ServiceTitan and n8n. The company needed a more consistent way to handle customers after an appointment was created because staff were manually checking appointments and deciding when follow-up actions were required. I connected ServiceTitan with n8n so appointment-related information could trigger automated processing. n8n evaluated the appointment data and applied conditions based on the appointment status and timing before initiating the appropriate follow-up workflow. The automation was designed to help the team identify appointments requiring follow-up, update the relevant information, and send internal notifications when action was needed. I also included checks for cancelled or incomplete appointments so they would not continue through the normal follow-up sequence. I tested the workflow with completed, scheduled, cancelled, and rescheduled appointments. I reviewed the n8n execution logs and ServiceTitan data to verify that each scenario produced the expected result. Result: The business had a structured appointment follow-up process that reduced the need for staff to manually monitor appointment records and determine which customers required additional attention.

CRM Data Migration Specialist

YeL • Freelance

May 2026 - May 2026 • 0 mos

I handled a CRM migration project where existing customer and contact information needed to be transferred from Zoho into HubSpot. The priority was to preserve important customer information while adapting the existing data structure to the destination CRM. I reviewed the source fields, created the required field mappings, cleaned inconsistent records, checked for duplicate information, prepared the data for migration, and performed post-migration checks to confirm that records were transferred into the correct fields. The client was able to move their existing CRM data into the new system with an organized structure, making the information easier to manage and reducing the need to manually recreate customer records.

Zapier Automation Specialist

Spa Mobile • Freelance

Apr 2026 - Apr 2026 • 0 mos

I created a Zapier and Calendly automation for a service business that wanted to reduce the manual work involved when prospects scheduled appointments. Previously, staff had to monitor new bookings, manually enter appointment information into their internal process, notify the appropriate person, and send confirmation or follow-up messages. I connected Calendly, Zapier, Gmail, and Slack to automate the process, when a prospect scheduled an appointment through Calendly, Zapier captured the booking information, processed the relevant fields, sent an email confirmation through Gmail, and notified the appropriate team member through Slack. I added filters so that different appointment types could trigger different actions rather than sending every booking through the same process. I tested new bookings, cancelled appointments, different appointment types, and incomplete information to ensure the correct Zapier paths were triggered. Result: The business gained an automated appointment notification process that reduced manual coordination between the person booking the appointment and the internal team.