Experienced Backend Developer for Clio Manage and Keap Crm Api Integration

We are seeking an experienced backend developer to build a custom API integration between Clio Manage (Legal CRM) and Keap (Marketing/Sales CRM). The primary objective is to synchronize payment and billing data from Clio back into Keap to enable comprehensive tracking of marketing ROI and lead source performance. This integration is crucial for understanding the full customer journey and optimizing our sales and marketing efforts.

Current Setup:

Keap: Utilized for top-of-funnel lead capture and initial sales engagements.

Clio: Employed for post-sign-up matter management and all billing processes.

Goal:

When a payment is successfully processed in Clio, the corresponding revenue data must be seamlessly transferred and associated with the relevant contact within Keap.

Scope of Work:

Authentication: Implement and manage robust OAuth 2.0 authentication flows for both the Clio and Keap APIs, ensuring secure and reliable access.

Webhook Listener: Develop a dedicated middleware script, preferably using Node.js, Python, or a similar backend language, designed to actively listen for specific events such as Clio Bill.updated or Payment.created.

Data Mapping: Establish precise data mapping rules to accurately match Clio records with existing Keap contacts, using email addresses as the primary unique identifier.

Revenue Sync: Develop functionality to push payment amounts from Clio to Keap. This data should either update the Keap 'Orders' module or populate a designated 'Total Lifetime Value' custom field on the contact record.

Logging: Integrate a basic yet effective error logging mechanism to monitor and track any failed synchronization attempts, facilitating quick troubleshooting.

Technical Requirements:

Proven expertise in working with REST APIs and implementing OAuth 2.0 protocols.

Demonstrable experience with Clio API v4 and Keap rest api (formerly infusionsoft) is highly advantageous.

Proficiency in at least one modern backend programming language, such as Node.js, Python, PHP, or Ruby.

Practical experience in deploying and hosting small to medium-sized middleware applications on platforms like AWS Lambda or Heroku.

Deliverables:

A fully functional and securely hosted integration bridge between Clio Manage and Keap.

Comprehensive documentation detailing the data mapping logic and the process for authentication renewal.

Provision of 30 days of post-launch support for any necessary bug fixes or adjustments.