Project overview
2410 was hired to streamline safetekproducts' operations by:
- Automating FedEx shipment tracking using EasyPost via Zapier and updating statuses in Pipedrive deals.
- Building a HIPAA-style patient intake form in WordPress that mirrors the client's Formstack layout.
- Integrating the form with Pipedrive to create deals, map custom fields, and dynamically update statuses and form responses.
- Duplicating the tracking logic for return shipments and enhancing form logic with conditional questions, dropdowns, and admin-side flexibility.
Great communication. Quick work.
Highly recommend!
- safetekproducts
Key features delivered
- Hourly FedEx tracking validation via Zapier & EasyPost
- Tracking number logic: auto-starts tracking when field is filled
- Dynamic field updates in Pipedrive (Watch/Finalized toggling)
- Custom WordPress form plugin with 35+ inputs
- Conditional logic and autosuggest using NPI Registry
- MySQL storage and admin dashboard for label editing
- Pipedrive deal title auto-generated from patient name
- Mailing address autofill and multi-stage conditional sections
Screenshots
Zapier automation flow showcasing FedEx tracking validation and deal update logic
Closer view of Zapier multi-step scenario: hourly trigger, API calls, and conditional logic
Technology stack
Zapier
Pipedrive API
EasyPost API
WordPress
PHP
HTML5
MySQL
Formstack
Google Sheets