Project Description

Automate workflow by integrating cloud based CRM (SolveCRM) with Google Drive and Xero Accounting APIs

Client: Tax Advisory firm, Australia

Solution:

  • We used Google Apps Script to integrate Google Docs with SolveCRM and Accounting API
  • Google Apps Script creates project documents (Google Docs and Google Spreadsheets format) based on user actions in SolveCRM
  • Developed SolveCRM extensions to create scheduled marketing emails based on user actions in SolveCRM
  • Integrated with the Xero accounting API to add invoicing feature to the solution. This required using oAuth 1.0a protocol and RSA encryption