Project Description

Business Workflow Automation

Client: Tax Advisory firm, Australia

Platform Used: SolveCRM, Gogole Docs and Google Spreadsheets, Google App Scripts, Xero Accounting API

Case Study: Client was already a Google’s GSuite customer. They wanted to automate their entire end to end workflow – CRM to Accounting while using the emailing, document storage powers of Google Spreadsheets and Docs.

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