Website – https://usabcd.org/
WooCommerce to e-conomic [Orders to Invoices]
USabcd provides point-of-care ultrasound training for physicians. USabcd learning is class apart and totally different from traditional learning methods. They have their online learning shop with courses covering the concepts in a wholesome manner.
What Did USabcd Need Help With?
USabcd have set up their e-learning shop using WooCommerce and use e-conomic for accounting purposes. They needed help with integrating their accounting system [e-conomic] with their webshop.
Essentially, they needed help with:
- Automatically adding updates from WooCommerce to e-conomic
- For every order placed in WooCommerce, an order should be created in e-conomic automatically
USabcd received their course purchase orders through their WooCommerce webshop, on the basis of which they had to update all the details in their accounting system manually. This wasted a number of hours and resources on a daily basis, which could have been easily avoided with automation. Plus, manually doing this was not very scalable and had scope for errors.
Thus, USabcd needed help with syncing WooCommerce updates with their accounting system e-conomic so that every order placed in WooCommerce would automatically generate an order in e-conomic.
Why Did Usabcd Choose Cloudify?
Cloudify is your one-stop solution for tools and resources to run your business better. We help businesses boost their revenue using smarter processes and automated workflows.
We have a team of SaaS and automation experts who exactly understand your business requirements and analyse your systems before setting up the automation for you.
Cloudify is also an official partner with Zapier and e-conomic and acquires expertise on workflow automation. Thus, upon discussing their requirements with our team of experts, USabcd decided to move ahead with the project.
How Did We Approach the Challenge?
Cloudify acquires expertise in both Zapier and e-conomic. We are official partners with both of these.
An automation was set up between e-conomic and WooCommerce to enable flow of information.
What SaaS Products Were Used and Why?
Zapier – Both the platforms to be integrated had Zapier integrations available along with all required triggers and actions. Plus, it’s easy to use and monitor.
e-conomic – The accounting system already being used by USabcd and Cloudify has the expertise for creating custom workflows with WooCommerce and e-conomic.
How Did It Help?
Once the automation was set up, updates from WooCommerce automatically started getting updated in e-conomic. For every course order placed in the WooCommerce webshop, an order was created in e-conomic with no human intervention.
This resulted in:
- Time saved and money saved which was spent on manual processes
- The automation made the whole process efficient and diligent
- The process became scalable, no matter what the number of orders, invoices were created automatically
- Streamlined processes with no scope of human errors
- Automated complex workflows for the smooth functioning of business processes
Cloudify is an official Zapier partner and has a special team of Zapier experts who can not only help set up automation but also manage them for you. We provide exceptional customer service and are your go-to solution for anything automation.
Cloudify helps businesses:
- Grow as a whole
- Manage their processes better
- Boost sales and increase revenue with smarter workflows and intelligent processes
Are you looking for automation help? Book a free consultation call with our team of experts today and discuss your custom requirements.