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Stefan in 't Veld

Stefan in 't Veld

Stefan is the co-founder of Replicable and is specialised in building automated processes.

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Send accountancy instructions when a new client submits invoicing details

This workflow sends an email to the accountancy software with the instruction to create a new client.

Pipedrive
Typeform
Gmail
Send accountancy instructions when a new client submits invoicing details
trigger

New client has submitted invoicing information

Every new client is sent a link to the Typeform form using a template email.

Send accountancy instructions when a new client submits invoicing details
action 1

Send an email to your accountant

Send an email with all variables to your accountant.

Send accountancy instructions when a new client submits invoicing details
action 2

Update Person

Update person in Pipedrive with new data entries.

Send accountancy instructions when a new client submits invoicing details
action 3

Update Organisation

Update organisation in Pipedrive with new data entries.

Explanation

Before

You're missing invoicing information when you want to send out the invoice. You ask them manually, which takes 4 days.

Replicable buble red image

After

Invoicing information is already in your accountancy software when you want to send the invoice.

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workflows

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Ready to automate your operations?

Our automation experts can probably find improvements in your current tool stack, automations or processes. Feel free to contact us for a free audit.

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