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Automation Developer - Aroflo + Xero + PandaDoc Integration (Financial Workflows)
UpworkAUNot specifiedintermediate
XeroAPIAutomationAPI IntegrationAI Automation
I need an experienced automation developer to build a multi-step financial workflow for a landscaping business client. This touches live financial systems so accuracy and error handling are non-negotiable.
The workflows to build:
Incoming bills parsed from email, routed for one-click approval, then pushed into Xero automatically
Progress payments triggered from Aroflo milestones, invoice generated and queued for client sign-off before dispatching
Job acceptance in Aroflo triggers PandaDoc contract generation - on contract signing, initial invoice is automatically created in Xero
Requirements:
Proven experience with Xero API
Experience with Aroflo API or similar CRM/field service platform
Experience with PandaDoc API or document automation
Strong error handling - this workflow touches client billing
Clean, documented build ready for client handover
Must be tested with real API sandbox environments before delivery
Deliverables:
All three workflows built and tested
Loom walkthrough of each flow
Full documentation including error states and how to handle edge cases
To apply, describe your experience with Xero API specifically and link to any relevant work. Applications without Xero experience will not be considered.
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