
Software Developer | UI/UX & React Front-End/ 1 day ago
Quick Summary
Remote Software Development Intern: Zoho, PandaDoc, & QuickBooks System Integration (Project-Based)
Work Type: Project-based / collaboration | Remote
This project involves building an end-to-end automated business system, covering customer management through financial invoicing. The core focus is the integration of Zoho CRM (Sales module), PandaDoc, and QuickBooks.
You will join as a key contributor to an enterprise-level system integration project, enabling seamless data flow from CRM → contract generation → financial invoicing. This role significantly improves business efficiency and data accuracy.
Key Responsibilities
- Multi-System Integration & Automation: Lead the cross-system integration of Zoho CRM with PandaDoc and QuickBooks. This includes enabling automatic customer data synchronization, automated generation of contracts/quotations, and real-time write-back of document signing status.
- Financial & Invoicing System Integration: Connect Zoho CRM with QuickBooks to automatically sync sales transaction data and generate standardized invoices based on predefined templates, ensuring accurate linkage of financial data.
- Workflow Design & Testing: Design the complete workflow from customer management → sales follow-up → contract generation → financial invoicing. Conduct end-to-end testing of the integrated systems to ensure data accuracy, prevent duplication, and implement robust error-handling mechanisms. You may flexibly use Zoho Flow, APIs, Webhooks, or other suitable technologies.
- Documentation & Delivery: Produce clear technical documentation and simple user operation guides. Complete system demonstrations and handover documentation upon project conclusion.
Requirements
Technical Requirements
- Familiarity with the basic operation of Zoho CRM (including the Sales module), PandaDoc, and QuickBooks.
- Able to independently read and implement third-party API documentation, with hands-on API integration experience.
- Proficient in at least one programming language: JavaScript, Python, or PHP.
- Knowledge of Webhooks and RESTful APIs is a strong plus.
Job Type: Part-time
Pay: $2,500.00 per month
Work Location: Remote
