Project Description We are looking for a freelancer to implement an automated integration between: Stripe Make Yetiforce Goal: For every successful online payment, the CRM is automatically updated and the corresponding invoices/receipts are issued without manual intervention. The system will be used by multiple clients (multi-tenant setup), where each client has their own Stripe account and their own Yetiforce instance. --- Desired Workflow Upon successful payment: 1. Check if the customer exists in Yetiforce 2. Create the customer if they do not exist 3. Check if the service exists 4. Create the service if it does not exist 5. Issue the invoice/receipt 6. Mark the invoice/receipt as paid The process must be fully automatic. --- Customer Management Logic Customer existence is checked using: Company name VAT number (if provided) Rules: If a VAT number exists → issue an Invoice If no VAT number → issue a Receipt If the customer does not exist → create a new customer --- Service Logic The service name is taken from the Stripe product The service always belongs to a predefined category If the service does not exist in Yetiforce → create it If it exists → use the existing record Price is always defined in Stripe, not in Yetiforce. --- Invoice/Receipt Logic For each payment: Two documents are created (according to internal policy) The document is marked as paid Duplicate entries must be avoided Refunds do not need to be automated --- System Components The system is based on: Stripe Make (automation platform) Yetiforce CRM No custom backend development is required from scratch. --- Multi-Client Requirement Each client uses their own Stripe account Each client uses their own Yetiforce instance The logic is the same for all, but configuration is per client --- Freelancer Requirements Experience with Stripe integrations Experience with CRM automation Experience with Make or similar automation tools Ability to prevent duplicate entries Delivery of clear documentation and usage instructions --- Deliverables Fully functional automation Testing in sandbox environment Documentation for usage and configuration Instructions for replicating the setup for new clients