They required assistance in analyzing their existing tech stack, business processes, and identifying areas suitable for automation. The complexity of their operations demanded a custom webshop and an offer generator to meet their specific requirements. Integrating Pipedrive, Katana, and e-conomic was crucial for digitising their value chain. Arne Aksel sought Cloudify's expertise to overcome these hurdles, optimise their workflows, and achieve a seamless and efficient business operation.
What did Arne Aksel needed help with?
Arne Aksel needed help with saving time and resources that were being used in manually carrying out the business processes like creating invoices for the customers and sending them, creating orders, accepting payments, and shipping the orders to respective customers. They were also looking forward to developing their webpage as per the specific designs and requirements of their business.
How did we approach it?
What Arne Aksel wanted was the first thing we did - set up a meeting to analyse their current tech stack, business and business processes they wanted to automate.
To help Arne Aksel overcome their challenge, we implemented a range of advanced automation solutions that included a custom-made webshop and a custom-made "offer generator". We integrated these solutions with Pipedrive, Katana, and e-conomic, enabling the entire value chain to be digitised.
The Pipedrive to e-conomic workflow included creating credit notes, invoices, quotes, and converting quotes to invoices. All of these flows were triggered by the Pipedrive update webhook.
When the 'Create Invoice' field was updated to 'Yes' in Pipedrive, it triggered our endpoint, and based on the received data, we understood that the 'Create Invoice' flow needed to be activated. The data was then processed and mapped accordingly, and a 'post' request on e-conomic's endpoint was made. Once the draft invoice was created in e-conomic, we updated the 'Draft Invoice Number' field in Pipedrive.
Similarly, for creating a draft credit note or draft quote, Pipedrive updated webhook triggered the flow, and once the draft invoice was created in e-conomic, we updated the relevant field in Pipedrive.
To create a booked invoice in e-conomic, Pipedrive deal must be marked as WON. The workflow remained the same, with the exception that once the draft invoice was created in e-conomic, we created a booked invoice in e-conomic and updated the 'Booked Invoice Number' field in Pipedrive.
To create a quote in e-conomic, the 'Create Draft Quote' field must be updated to 'Yes' in Pipedrive. Similarly, to convert a quote to an invoice, the 'Convert Quote to Invoice' toggle must be marked as 'Yes' in Pipedrive.
In Katana, the 'Katana Order Link' field got populated with the sales order link from Katana once the deal was marked as WON. To create a new sales order in Katana, we triggered the workflow from Pipedrive and found or created the customer and products/variants in Katana. Then, we created a new sales order in Katana and updated the 'Katana Order' field in Pipedrive.
Here are the workflows:
- Fetch, update, create deal: Pipedrive deal creation from all information from the internal system.
- Invoice creation in e-conomic: Automatic invoice creation in e-conomic whenever there is a deal created in the Pipedrive CRM.
- Quote creation in e-conomic: When a customer is added in Pipedrive, create a quote in e-conomic and update the quote number in Pipedrive. This quote can be converted to an invoice from Pipedrive.
- Sync customers in Pipedrive: When a deal is won in Pipedrive, the customer details are updated in the app.
- Order creation in Katana: When a deal is won in the Pipedrive, an order is created for the customer in Katana and also shipped through the webshop.
Automations delivered - SaaS apps that helped Arne Aksel grow:
Pipedrive - We used Pipedrive for custom automation as per their business requirements.
Katana - The inventory management app was used to create sales orders.
e-conomic - The accounting app was integrated to generate invoices and automate invoicing.
Through our collaboration, Arne Aksel achieved a successful digital transformation. We implemented custom webshop and offer generator solutions integrated with Pipedrive, Katana, and e-conomic. Automation streamlined invoicing, quoting, and order creation processes. Pipedrive and e-conomic integration synchronised data, enhancing visibility. Katana integration facilitated seamless sales order management and webshop shipments. Overall, the implemented workflows optimised operations, improved customer interactions, and increased efficiency. Arne Aksel now benefits from streamlined processes, accurate invoicing, smoother sales interactions, and efficient order fulfillment. The digital transformation has successfully transformed their business.
Why Cloudify become the perfect choice for Arne Aksel?
Let’s explore the reasons:
- Strong partnerships: Firstly, being an official e-conomic partner will give Arne Aksel access to e-conomic's advanced invoicing and accounting tools, which will help them manage their finances more effectively. Secondly, as an elite partner of Pipedrive, Arne Aksel will have access to Pipedrive's advanced CRM tools, which will enable them to manage their sales pipeline more effectively. Pipedrive's CRM tools will allow Arne Aksel to track leads, deals, and contacts in a more organised and efficient way, enabling them to close deals more quickly and efficiently.
- Automation Experts: Our team comprises skilled automation experts who go beyond app implementation. We excel in integrating systems and orchestrating related automation processes. This expertise ensures a comprehensive approach to streamlining operations and maximizing efficiency.
- Process Consultants: At Cloudify, we are more than just an automation provider. We serve as your trusted process consultants, guiding businesses towards holistic growth. By leveraging smarter workflows and intelligent processes, we help optimise operations, enhance sales performance, and drive revenue growth.
- Diverse Offerings: Our range of offerings includes digital analysis, SaaS implementation, and automation solutions. This comprehensive suite of services enables us to address various aspects of your business requirements and support your growth journey effectively.
- Marketplace by Cloudify: As part of our commitment to delivering value, we have curated our own marketplace featuring a wide range of apps with predefined workflows. This marketplace serves as a valuable resource for businesses seeking ready-to-use solutions and accelerating their automation initiatives.
- Customisation Capabilities: We understand that every business is unique, and their automation needs may vary. Cloudify excels in providing customised solutions tailored to fit both simple and complex automation requirements. Our ability to adapt to your specific needs ensures that you receive an automation solution that perfectly aligns with your business goals.
About Arne Aksel
High or Advanced
Products and services
Production of high quality fabrics for curtains, delivery and fitting service