For a company - an aggregator of tourist offers, an integration was implemented that automated the invoicing process and simplified the management of financial transactions. The main task was to automate the creation of invoices in EasyCount based on data from transactions in Kommo with the subsequent return of the payment link back to the CRM.
Problems before implementation of integration
Before automation, the invoicing process was done manually, which caused a number of difficulties:
- The need for manual data transfer from CRM to EasyCount, which increased processing time.
- Errors when copying information from transaction fields, such as incorrect amounts or incorrect customer data.
- Difficulty in tracking payment status: managers did not always find out in a timely manner whether payment had been made.
- The lack of a single place to store payment links made it difficult to work with clients.
Solution: Automate invoicing
The integration of Kommo with EasyCount has made it possible to fully automate the process of creating and processing invoices. The main stages of the system's operation:
- Collecting data from a transaction
- When a certain event occurs in Kommo (a change in the funnel stage, or when you click the "Create invoice" button), the program automatically collects data from the transaction fields and sends them to EasyCount.
- Key parameters are transmitted: client name, transaction amount, description of services, payment terms and other details.
- Creating an invoice in EasyCount
- Based on the data received, an invoice is generated in EasyCount.
- At the same time, a payment link is generated and automatically sent to the client.
- Returning data to Kommo.
- The payment link is attached to the corresponding transaction, and the invoice status is displayed in the CRM interface.
Benefits of integration
After implementing the automated process, the company received the following improvements:
- Save time. The invoice creation process became instant, allowing managers to focus on sales and customer interactions.
- Reduced errors: Eliminating manual data entry has minimized the likelihood of errors in invoices.
- Ease of working with clients. Payment links are now available in a few clicks, and payment status can be tracked directly in the CRM.
- Increased transparency. All information about the transaction and related financial transactions is stored centrally in Kommo.
Technical aspects
The project was implemented using APIs from both systems. Kommo initiates the process of transferring data to EasyCount. Automated requests were used to return data to Kommo, which ensured fast synchronization of the systems.
The integration of Kommo with EasyCount has become a key tool for automating the company's financial processes. It has not only accelerated transaction processing, but has also significantly improved the quality of customer service. This approach demonstrates how the automation of routine tasks can lead to significant improvements in the efficiency of the team and business processes in general.
