Manual work in.
Automated Zoho out.
I turn manual business processes into automated Zoho systems, from approvals and notifications to AI-assisted lead intake, and keep the IT behind them running.
Projects
Real automation work, from approvals to AI lead intake.
- E-Trip Ticket: Blueprint + Cliq + Calendar
- Org-wide approvals & workflows
- Opportunity → Order → Invoice pipeline
- Dual-track Ticketing System
- n8n Lead Intake → Zoho CRM
- Store orders → Zoho Books (Make)
About
Who I am and how I work: independent, responsive, detail-oriented.
AI Builds
Automations and AI tools I run in real workflows.
Highlights
Things I built and own, single-handedly.
- Sole admin & developer of the company's Zoho apps
- MIS process accredited under ISO 9001:2015
- Zero-downtime migration to Zoho Mail
Services
What you can hire me for.
- Zoho CRM Specialist01
- CRM Automation02
- AI Automation03
- Data Entry & Cleanup04
- Technical VA05
Experience
- Technical Virtual Assistant Freelance · Part-timeZoho CRM Developer & Administrator
- MIS Supervisor Full-time · CurrentZoho CRM Administrator/Specialist, Network and System Applications
- IT Support & Network AdministratorEarly career
- Content CreatorSide work · YouTube automation channels
Client reviews
Skills
Tools and technologies I use every day.
Contact
Let's talk about your Zoho CRM.
Part-time and project-based freelance.
Get in touchCase studies come from live production systems; personal names redacted.
Projects & Proof
Real automation work I've built and run. Personal and client names are redacted. Click any screenshot to zoom.
E-commerce Orders → Zoho Books with Make In progress
A Make.com scenario for an online store that turns every new order into the right record in Zoho Books with no manual entry. Each order lands as a Google Sheets row; Make picks it up on a 15-minute schedule and sends it down a branch built for its payment method.
| Branch | What happens |
|---|---|
| Paid at checkout (BNPL, PayPal) | Find or create the customer by email, create the invoice, record the payment so it shows as Paid. |
| Pay later (bank transfer, PBI) | Find or create the customer, create the invoice as unpaid so it can be collected later. |
| Non-cash (trial, pickup) | Nothing goes into Books; an order-details email goes to the admin instead. |
No duplicate invoices
Every Books branch checks the order number first, so re-running the scenario never creates the same invoice twice.
Labeled branches
Each route is named after its payment method, so the client can trace any order through the scenario at a glance.
Built to keep running
Retry handlers on every write to Books and incomplete-execution storage, so a temporary API error doesn't lose an order.
E-Trip Ticket: Blueprint + Cliq + Calendar
One custom module (company vehicle/driver dispatch) combining a Blueprint, four Workflow Rules, a Deluge function and a chat-ops integration into one approval process.
| Workflow rule | Trigger | Action |
|---|---|---|
| Stage Restriction | Stage is "Trip Ticket Created" | Field Update |
| Automatic Date Approved | Stage is "Trip Booked" / "Created" | Stamps Date Approved / Requested |
| NOTIFICATION TRIPTICKET | Admin Approval stage, purpose not "Personal" | Zoho Cliq approval card to approvers' channel |
| Auto Create Calendar Event | Stage is "Trip Booked" | Deluge function creates Zoho Calendar event |
Automation and approval architecture across the whole org
Beyond any single module, the org runs a layered automation stack: Workflow Rules for event-driven actions, Blueprints for stage-gated processes, and multi-level Approval Processes for anything that needs a human decision. All of it was built and is maintained in-house.
Workflow Rules
Rules firing across Opportunities, Sales Invoice, Sales Order, Cash Advance, Trip Tickets, Asset Management, the Ticketing System and HR records — field updates, alerts, and custom function calls.
Blueprints
Stage-gated processes on Leads, Companies, Tasks, Cases and Sales Order, each with entry criteria, transitions and validation at every step.
Approval Processes
Two-tier GM and President approvals across Purchase Requisition, Purchase Orders, Payment Request, Cash Advance, Job Orders and Opportunities — including multi-level chains such as Opportunity Level 1 and Level 2.
Opportunities
A full quotation/bid pipeline: Receipt of Inquiry, Pre-Bid Survey, Technical and Commercial Proposal, Solution Design, with Incoterms and payment terms.
Order Intake
Picks up a won opportunity and tracks the confirmed order: PO details, delivery dates, gross profit per business unit, and sales-credit splits.
Sales Invoice
Invoice and due dates, TIN, tax code, VAT 12%, aging and collection date: one source of truth from PO to collection.
Zoho Analytics dashboards on the Opportunities → Order Intake → Sales Invoice chain give management pipeline value, order GP by business unit and invoice aging without a separate BI tool.
Dual-track Ticketing System
A custom internal helpdesk module with two independent stage pipelines behind one intake form, routed by Ticket Classification, Requestor Region, Business Unit, Warranty Status and Service Level, with a post-resolution rating.
| Track | Stage flow |
|---|---|
| ECC | Open → Start and Evaluate → Service Request Accepted / Preparing Quotation → Assessment / Customer Acknowledged → Customer Acceptance → Closed |
| MIS | Open → Review Service/Asset Request → Servicing / Processing PR / PO → Acknowledging Report / Preparing Asset → Closed |
Automated Lead Intake: web form → n8n → Zoho CRM
A self-hosted automation that turns a web enquiry into a Zoho CRM Lead with no manual encoding. Built end to end on free-tier infrastructure, including the OAuth handling and the production troubleshooting.
| Layer | Tool | Role in the build |
|---|---|---|
| Form | JotForm | Intake form posts the submission to an n8n webhook. |
| Automation | n8n (Community Edition, self-hosted) | Webhook → Edit Fields → Filter → AI Agent → sub-workflow → HTTP Request. |
| AI | Google Gemini (via n8n AI Agent) | Reads the freeform enquiry and returns strict JSON: category, urgency and a one-line summary. |
| Hosting | Render (Docker n8nio/n8n) | Runs the n8n instance on the free tier. |
| Database | Supabase (Postgres) | Backing store for n8n, via the transaction pooler. |
| Uptime | cron-job.org | Pings the instance every 5 minutes so the free tier does not sleep. |
| CRM | Zoho CRM API v6 | Creates the Lead record through an OAuth2 Self Client. |
Least-privilege OAuth
The token is scoped to ZohoCRM.modules.leads.CREATE,READ only, so even a copied workflow cannot touch another module or delete a record.
Automatic token refresh
Refreshing was moved out of the main flow into a dedicated "Zoho Token Refresh" sub-workflow using the refresh token grant, so the automation keeps running unattended instead of breaking when the access token expires.
AI lead triage with Gemini
An AI Agent node backed by Google Gemini turns a freeform enquiry into structured category, urgency and summary fields, which are written into the Lead's Description so sales can prioritise without reading every message. Live run: "CRM automation", urgency high.
Real payload debugging
JotForm delivers answers as an escaped JSON string inside rawRequest, so the field mapping was derived by inspecting the actual webhook payload rather than guessing at field names.
Production troubleshooting
The free 512 MB instance crash-looped with a JavaScript heap out-of-memory error, surfacing as a 502. Fixed by capping the Node heap with NODE_OPTIONS=--max-old-space-size=460. When the same failure reappeared later, the cause was that the variable had gone missing after a redeploy, so verifying it after every deploy became part of the runbook.
Small-business network build & Active Directory
Full infrastructure set up solo: Fortigate firewall, Cisco switches, Active Directory, Hikvision surveillance, Avaya voice system and Microsoft File Server.
Zoho CRM Specialist
Set up, customize and look after Zoho CRM and the Zoho One apps around it (Desk, FSM, Books, Projects), so your team works in one clean system.
CRM Automation
Approvals, reminders, notifications and record updates that run on their own, built with Blueprints, workflows and Deluge.
AI Automation
Connect your apps with n8n, Make, Zapier or Zoho Flow, and add AI that sorts leads, summarizes messages and fills in records for you.
Data Entry & Cleanup
Accurate data entry, imports, removing duplicates and organizing records in your CRM, Google Sheets or Excel, plus simple reports.
Technical VA & IT Support
Remote day-to-day help: user accounts, Microsoft 365 and Google Workspace, troubleshooting, and keeping your tools running.
Website & Email Setup
Website migrations and updates (Zoho Sites, WordPress), domain and DNS setup, and moving business email with zero downtime.
Zoho
Programming Languages
AI & Automation Tools
IT & Infrastructure
Other
Experience
10+ years across IT support, network and systems administration, Zoho CRM, and freelance technical VA work.
Technical Virtual Assistant Freelance · Part-time
Zoho CRM Developer & AdministratorRemote Zoho work for clients on Upwork: CRM setup and fixes, Zoho FSM job sheets, website migrations and Make automations into Zoho Books.
MIS Supervisor Full-time · Current
Zoho CRM Administrator/Specialist, Network and System Applications · Metro Manila, PhilippinesOwn the company's Zoho CRM end to end (design, automation, security and user support) and run its network, systems and business applications. Established the MIS standard process accredited under ISO 9001:2015 and migrated mail to Zoho Mail with zero downtime.
IT Support & Network Administrator
Early careerHelpdesk, network troubleshooting, Windows Server, Active Directory and Fortinet firewall administration.
Content Creator
Side workYouTube automation channels using CapCut, Alight Motion, Wink and AI tools.
About
Responsive, detail-oriented, and used to running systems independently with minimal supervision.
Who I am
I started in IT support handling helpdesk and network troubleshooting, then grew into running an entire company's IT operations end to end, from infrastructure planning to daily system administration, now as MIS Supervisor. Today I build and run live Zoho CRM systems end to end.
Notable achievements
- The sole SaaS administrator and developer of the company's Zoho applications: I design, build, automate, secure and support them single-handedly.
- Solely migrated a small business from HostGator mail to Zoho Mail with zero downtime.
- Solely built a full small-business network: Fortigate firewall, Cisco switches, Active Directory, Hikvision surveillance, Avaya voice, Microsoft File Server.
- Established the MIS standard process now accredited under ISO 9001:2015.
Contact
Let's talk about your Zoho CRM.
Available for Zoho CRM implementation, automation audits, Blueprint/Workflow design, Deluge development and IT systems projects. Part-time and project-based freelance. Send me a message on Upwork and tell me what's slowing your team down.
Message me on Upwork