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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. --- ## 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) --- ## 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. --- ## 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) --- ## 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 --- ## 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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Spent: $704.8Rating: 4.8Verified