Case Study: Kommo Integration with the EasyCount Accounting Service

For a travel offer aggregator, we implemented an integration that automated the invoicing process and simplified financial operations management. The primary objective was to automate invoice creation in EasyCount based on deal data from Kommo, with the payment link returned back to the CRM.

Problems Before the Integration

Before automation, the invoicing process was handled manually, which caused a number of difficulties:

• Manual data entry from CRM into EasyCount, increasing processing time.
• Errors when copying information from deal fields, such as incorrect amounts or client data.
• Difficulties tracking payment status: managers did not always learn in time whether payment had been made.
• No single location for storing payment links, complicating client communication.

Solution: Automated Invoicing

The Kommo and EasyCount integration fully automated the invoice creation and processing workflow. Key stages of the system:

1. Collecting data from the deal
   • When a specific event occurs in Kommo (a pipeline stage change, or when the “Create Invoice” button is clicked), the system automatically collects data from the deal fields and sends it to EasyCount.
   • Key parameters are passed: client name, deal amount, service description, payment terms, and other details.
2. Creating the invoice in EasyCount
   • Based on the received data, an invoice is generated in EasyCount.
   • Simultaneously, a payment link is generated and automatically sent to the client.
3. Returning data to Kommo
   • The payment link is attached to the corresponding deal, and the invoice status is displayed in the CRM interface.

Integration Benefits

After implementing the automated process, the company achieved the following improvements:

• Time savings. Invoice creation became instant, allowing managers to focus on sales and client interactions.
• Error reduction. Eliminating manual data entry minimized the likelihood of errors in invoices.
• Improved client experience. Payment links became available in a few clicks, and payment status can be tracked directly in the CRM.
• Increased transparency. All deal information and associated financial transactions are stored centrally in Kommo.

Technical Aspects

Both systems’ APIs were used to implement the project. Kommo initiates the data transfer process to EasyCount. Automated requests were used to return data to Kommo, ensuring fast system synchronization.

The Kommo and EasyCount integration became a key tool for automating the company’s financial processes. It not only accelerated deal processing but also significantly improved the quality of client service. This approach demonstrates how automating routine tasks can lead to significant improvements in team efficiency and business processes overall.