Discover How Cloudify Streamlined Helion B2B's Invoicing Process

Project Overview

Helion B2B is a professional lead generation service provider that offers cutting-edge inbound marketing strategies to its esteemed clients. HelionB2B have been using HubSpot, having immense experience with the app. In line with our commitment to continuously exceed our clients' expectations, we gained a better understanding of their requirements and workflows that could benefit their business. This enabled us to identify areas that could be optimised to deliver even greater value to their business.

One of the areas that we identified for improvement was Helion B2B's billing cycle, which required streamlining. Our team of experts was able to simplify the billing process, thereby making it more efficient and convenient for their clients.

The Challenge

What did Helion B2B needed help with?

They needed help with automating their invoicing process for the clients, especially for those who were opting for their recurring billing cycles for the products that were listed on HubSpot.

The Solution

How did we approach it?

Cloudify's solution involved creating a draft invoice in e-conomic automatically when a deal was moved to the closed won stage in HubSpot. In addition to the aforementioned integration between HubSpot and e-conomic. These workflows are designed to streamline the process of generating and sending invoices to customers.

Here are the workflows:

Draft invoice creation:

• Automatically created a draft invoice in e-conomic when a deal was closed won in HubSpot.
• Once triggered, the workflow fetches the relevant deal, companies, and line items associated with the deal in HubSpot.
• It then finds the customer in e-conomic using the CVR present in the HubSpot company and locates the products in e-conomic using the SKU present in the line items.
• With this data, the workflow creates a draft invoice in e-conomic, which is then uploaded to HubSpot, which creates an engagement between the invoice and the HubSpot deal.
• It helps in further updates of the custom fields, including quantity, invoice status, and omit invoicing, in the HubSpot deal.

Create Draft Invoice for Recurring Billing Cycle:

• Automated the creation of a draft invoice in e-conomic for deals that have recurring billing cycles with a monthly billing frequency.
• This workflow is triggered when there is any remaining subscription, and then creates the invoice based on this status. This workflow follows a similar process to the first workflow, fetching the relevant deal, companies, and line items from HubSpot and finding the customer and products in e-conomic.
• The workflow then filters the HubSpot deal line items based on the billing frequency property and creates a draft invoice in e-conomic using the HubSpot data.
• The invoice is then uploaded to HubSpot creating an engagement between the draft invoice and the HubSpot deal, and updates the custom fields, including quantity, invoice status, and omit invoicing, in the HubSpot deal.

These workflows offer a powerful solution for businesses that want to automate their invoicing process and save time and effort in generating and sending invoices to customers. With the integration between HubSpot and e-conomic, businesses can streamline their invoicing process and focus on growing their business.

Automations delivered - SaaS apps that helped Helion B2B grow:

HubSpot – We utilised HubSpot to automate the creation and management of invoices and streamline the invoicing process. e-conomic – The accounting app was integrated to generate invoices and automate the invoicing.

The Results

Cloudify's solution successfully addressed Helion B2B's need to streamline and simplify their billing process. By creating a draft invoice in e-conomic automatically when a deal was moved to the closed won stage in HubSpot, Cloudify was able to automate the previously manual billing process.

When a deal was closed/won in HubSpot, it created a draft invoice in e-conomic. It retrieved the relevant deal, companies, and line items from HubSpot, found the customer and products in e-conomic, and created a draft invoice in e-conomic.

Similarly, the "Create Draft Invoice for Recurring Billing Cycle" workflow automated the creation of a draft invoice in e-conomic for deals that have recurring billing cycles with a monthly frequency.

Overall, these workflows provided an effective solution for businesses looking to automate their invoicing process, saving time and effort while generating and sending invoices to customers. The integration between HubSpot and e-conomic enabled businesses to streamline their invoicing process and focus on growing their business.