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Make.com Automation Specialist — Event Partner Management System
UpworkUSNot specifiedintermediate
Make.com
Overview
I'm building a partner management system for a large food and whiskey festival (August 8, 2026 — Franklin, TN). The system is already designed and fully documented. I need a Make.com expert to build and test 6 automation scenarios that connect Klaviyo, Google Sheets, Square, and TidyCal.
This is a well-scoped project with a complete master process document, column maps, and build order ready to hand off on day one. I am not looking for someone to figure out the system — I need someone to execute it cleanly and communicate clearly.
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## The Tech Stack
- Make.com (primary tool — must have strong experience)
- Klaviyo (email automation + profile management)
- Google Sheets (master CRM — 4-tab spreadsheet)
- Square (invoice generation)
- TidyCal (interview scheduling)
- Shopify (form hosting — limited involvement)
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## What Needs to Be Built (6 Make.com Scenarios)
**Scenario 1 — URGENT/BUILD FIRST**
Klaviyo form submission → auto-populate correct Google Sheet tab. Four partner tracks (Whiskey Distillers, Tequila Distillers, Chefs, Vendors), each routing to its own tab with track-specific column ranges.
**Scenario 2**
Google Sheet checkbox trigger (Interview Conducted) → Klaviyo sends personalized thank you email within 2 hours. Applies to all four tracks.
**Scenario 3**
Google Sheet checkbox trigger (Approved) → (1) generate correct Square invoice based on confirmed tier, (2) trigger Klaviyo congratulations email, (3) conditional: if Sponsorship Interest = Yes, trigger Klaviyo sponsorship email with PDF and TidyCal link. Chef track exception: no Square invoice — Klaviyo stipend notification only.
**Scenario 4**
Sponsorship level column populated → generate Square sponsorship invoice at correct level + Klaviyo confirmation email.
**Scenario 5**
TidyCal booking → find matching Klaviyo profile by email → update profile property (Interview Booked = True) to suppress Stage 2 reminder emails. Applies to all four tracks.
**Scenario 6**
Tequila track only: Column K (STS Activation Interest) = Yes + Approved checkbox checked → trigger dedicated Klaviyo flow with TidyCal link.
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## What's Already Done
- Complete master process document with full column maps for all four partner tracks
- Build order and dependencies documented
- Google Sheet structure exists
- Klaviyo account active
- Email copy is handled by a separate team member (not your responsibility)
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## Ideal Candidate
- Proven Make.com experience — show me scenarios you've built, not just certifications
- Klaviyo integration experience required
- Square and TidyCal experience preferred
- Communicates proactively — if something is unclear or blocked, I need to hear about it immediately
- Can work with existing documentation without needing to redesign the system
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## Project Details
- **Project type:** Fixed price only — please submit a project-based proposal
- **Timeline:** Scenario 1 needs to be live within 1 week of project start. Full build target: 4–6 weeks.
- **Location:** Remote, any timezone — async communication is fine, responsiveness is not optional
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