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ManyChat and Zapier Automation Specialist Needed
UpworkUSNot specifiedintermediate
ZapierAutomationManyChatLead GenerationMarketing Automation
We are seeking a ManyChat and Zapier Automation Specialist to enhance our marketing automation processes. The ideal candidate will have experience in creating chatbots using ManyChat and integrating various applications through Zapier. Your role will involve setting up automated workflows, optimizing user interactions, and ensuring seamless data transfer across platforms. A proactive approach and problem-solving skills are essential as you will be working to streamline our customer engagement strategies.
Option 1 — Best fit for us now
ManyChat + IntakeQ + Stripe/squareup + office manager handoff
This is the cleanest setup if most inquiries come from Instagram, Facebook, and WhatsApp.
Why this is strong:
* ManyChat is built for Instagram, WhatsApp, Messenger, and TikTok-style social automation. It can auto-reply to DMs/comments, ask questions, send links, tag leads, and collect contact info.
* IntakeQ already covers the core clinic workflow: appointment scheduling, intake forms, online booking/payment, appointment packages, and automated SMS/voice/email reminders.
This is the architecture:
Instagram / Facebook / WhatsApp / Text inquiry
↓
ManyChat AI concierge
↓
asks questions + explains the company + qualifies lead
↓
sends correct booking/payment link
↓
IntakeQ booking + form + payment
↓
payment success / booking created trigger
↓
confirmation message sent automatically
↓
appointment reminders
↓
post-session follow-up + review request + package offer
↓
human handoff only when needed
What this system can do
1. Instant first response
AI can immediately:
* thank them for reaching out
* explain BodyReset treatment
* ask what is bothering them
* ask if it is for them or a gift
* ask if they are pregnant
* ask office vs house call
* detect if they want the founder
2. Route them correctly
AI can send different paths for:
* specialist session
* founder request
* prenatal
* gift purchase
* house call
* unavailable requested time
3. Send the right link
AI can send:
* booking link
* payment link
* gift purchase link
* founder inquiry handoff
4. Confirm booking and payment
Yes, if connected properly.
The AI itself does not “see” money by magic. It needs a trigger from IntakeQ or Stripe. Once payment succeeds or the appointment is created, the system can automatically send:
* “your appointment is confirmed”
* intake form reminder
* session prep instructions
That part is realistic and standard with workflow automation.
5. Handle changes and cancellations
Yes, mostly.
AI can:
* detect “I need to reschedule”
* send reschedule instructions or link
* detect cancellation request
* explain policy
* notify office manager if needed
For anything unusual, it escalates.
6. Post-treatment follow-up
AI can automatically send:
* “How are you feeling after the session?”
* Google review request
* package/program recommendation
* gift option for loved one
* next-session prompt
Where the human should step in
For us, I would not automate 100%.
Keep these human:
* founder bookings
* VIP / celebrity / referral partner clients
* complicated schedule requests
* house call logistics
* sensitive physical complaints
* exceptions to cancellation policy
That keeps the experience luxury instead of robotic.
Exact tools I’d use
If you want the simplest and most natural setup
Use:
1. ManyChat
For Instagram, Facebook Messenger, and WhatsApp automations. ManyChat’s official site says it supports automations for Instagram, WhatsApp, TikTok, and Messenger, with auto replies, FAQ handling, lead capture, and appointment-style flows.
2. IntakeQ
For scheduling, forms, reminders, packages, and payments. IntakeQ’s features page lists online booking/payment, appointment packages, recurring appointments, and SMS/voice/email reminders.
3. Squareup or IntakeQ payments
Use whichever is easiest in your current setup. The important part is that payment success triggers the next message.
4. Make or Zapier
This is the glue. It connects:
* ManyChat
* IntakeQ
* Stripe
* Google Sheets / CRM
* review tools
Without this connector layer, the system will feel fragmented.
5. NiceJob or Podium
For review requests. I’d keep review asks partially automated, but only after a positive post-session check-in.
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