How Cloudify Helped Aquatex Automate Accounting

Provides solutions for water management. They have been developing methods and products for fast and most effective water detection, control and prevention of bacteria and coatings since 2001. 

Aquatex constantly works on resolving bacterial problems in water systems. They provide the fastest mobile water analysis equipment. 

What Did Aquatex Need Help With?

  • Manually adding updates from e-conomic to their CRM system.
  • Manually creating customers in Agile CRM when a new customer was added in e-conomic.
  • Manually creating a company and updating contacts in Agile CRM when a new invoice was booked. 
  • Manually create a company and update a contact in Agile CRM when a new order is sent in e-conomic. 

Aquatex received their major updates in their accounting system e-conomic, on the basis of which they had to update all the details in their CRM system manually. This wasted hours and resources, which could have been easily avoided with automation. 

  • Syncing Economic updates with their CRM System (Agile CRM) so that every update made in e-conomic will automatically get updated in their CRM system automatically. 

Why did Aquatex Choose Cloudify? 

Cloudify had already created a private zapier integration app for e-conomic and had all the required triggers needed by Aquatex. 

Aquatex had a setup of Zapier integration previously in their current systems but did not have an expertise for creating custom workflows and automating complex processes. Cloudify is also an official partner with Zapier and acquires expertise on workflow automation. 

How Did We Approach the Challenge?

Cloudify acquires expertise in both Zapier and Economic. Our experts created automation for the workflows along with parsing and reformatting of data fields wherever required. 

For performing automated processes in Agile CRM data from e-conomic is needed. For example, when a new invoice is sent in e-conomic, it does not include the company name, but the company name is required for creating a New Company in Agile CRM. 

The Zapier automation flow finds company names on the basis of company id present in the invoice.

Our solution did not involve just simple flows; rather we searched for in-between steps needed for getting complete data for the final step. Example – Finding customers in e-conomic for getting the name of a company to be created in Agile CRM. 

What Products Did We Choose And Why?

Zapier – Both the platforms to be integrated had zapier integrations available along with all required triggers and actions.

E-conomic – Already being used by Aquatex and Cloudify has the expertise for creating custom workflows with e-conomic. 

Agile CRM – Already being used by Aquatex

Issues that were solved after deploying the solution:

  • Automated adding updates from e-conomic to their CRM system.
  •  Automated creating customers in agile CRM when a new customer was added in e-conomic.
  • Automated creating a company and updating contacts in Agile CRM when a new invoice was booked. 
  • Automated creating a company and updating contacts in Agile CRM when a new order is sent in e-conomic. 

  Results/After Effects of the Solution

  • Time saved and money saved which was spent on manual processes.
  • Streamlined processes with no scope of human errors.
  • Automated complex workflows for the smooth functioning of business processes.

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