Cloudify helps Pubfront to automate invoicing and connect better with customers

The Challenge

Starting on the path of automation

What Pubfront 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.

What did Pubfront needed help with?

Pubfront was previously creating invoices manually in their Stripe account and send it manually to the clients. Pubfront needed help with automating its invoice creation process and emailing the customers so they stay updated on the invoice status.

The Solution

How did we approach it?

Pubfront used Stripe because of the collaborative approach and flexible billing solution that enabled us to integrate Stripe with e-conomic, the accounting app, to consolidate its payments and billing systems.

We fetched the email address and customer details from the e-conomic invoice.

We searched for the particular customer detail in Stripe account. If the customer was found missing, we created a new customer in Stripe.

We finally created an invoice in Stripe based on the customer details like customer Id, currency, amount of the order, due date, etc. Once the invoice was created, we sent an automated email to the customer stating the status of the invoice in Stripe.

Automations delivered - SaaS apps that helped Pubfront grow:

• Stripe - The payment app lets the client create and send invoices to the customers and assure timely payment with due dates.

• e-conomic - The workflow gets triggered with a new invoice created in e-conomic app.