Key Results achieved
Leveraging webshop with accounting automation
USabcd has set up its e-learning shop using WooCommerce and e-conomic for accounting purposes. USabcd received their course purchase orders through their WooCommerce webshop, on the basis of which they had to update all the details in their accounting system manually. This wasted a lot of business hours and resources on a daily basis, which could have been easily avoided with automation. Plus, manually doing this was not very scalable and had scope for errors.
Thus, the key challenges were:
- They had to manually create orders in Shopify when a deal was won in Pipedrive. The process was quite time-consuming.
- They had to manually update orders in Pipedrive according to the order status in Shopify.
What did USabcd needed help with?
They needed help with integrating their accounting system [e-conomic] with their webshop. Essentially, they needed help with:
- Automatically adding updates from WooCommerce to e-conomic.
- For every order placed in WooCommerce, an order should be created in e-conomic automatically.
How did we approach it?
An automation was set up between e-conomic and WooCommerce to enable the flow of information. Once the automation was set up, updates from WooCommerce automatically started getting updated in the e-conomic app. For every course order placed in the WooCommerce webshop, an order was created in e-conomic with no human intervention.
Automations delivered - SaaS apps that helped USabcd grow:
Zapier - Both the platforms to be integrated had Zapier integrations available along with all required triggers and actions. Plus, it’s easy to use and monitor.
e-conomic - The accounting system was already used by USabcd and Cloudify has the expertise for creating custom workflows with WooCommerce and e-conomic.
WooCommerce - WooCommerce is a webshop platform that was already used by USabcd for online course purchases and order creation.
Why Cloudify became the best fit for USabcd?
Partnerships: Cloudify acquires expertise in both Zapier and e-conomic as their official partners.
Automation experts: Unique team of automation experts who not only help implement apps but also integrate and make the related automation.
Your ultimate process consultants - Cloudify helps businesses grow as a whole, manage their processes better, boost sales and increase revenue with smarter workflows and intelligent processes.
Our offerings: Digital analysis, SaaS implementation, and Automation
Marketplace by Cloudify: Digital analysis, SaaS implementation, and Automation
Customisations: We offer customised solutions for simple and complex business automation that best fits your business needs.
Lighthouse by Cloudify: Your process monitoring tool and a unified platform that gives you a bird's eye view of the whole automation process.
USabcd is an e-learning platform on ultrasound, ultrasound techniques and machines.
Products and services
"Working with Cloudify has been great. The integration between our website and accounting system works a treat and has saved us lots of time. Their work is fast and error free and the communication is clear. We highly recommend Cloudify!"