Onboard approved clients into accounting
Start order to cash automation by creating customers and projects in accounting for every approved deal, writing the new IDs back through your CRM accounting integration, and notifying sales and billing in chat.
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When a deal or client record is approved in [CRM name], read the client's company, contact, and billing details from the record. Search [accounting system] for an existing customer matching the client and create a new customer only if none is found. Then create a project for the deal under that customer in [accounting system], write the new customer ID and project ID back to the source record in [CRM name], and send a notification confirming the setup to the deal owner and the billing team via [team chat platform, e.g. Slack, Microsoft Teams].
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Problem
When sales closes a deal, finance teams manually retype the client's details into the accounting system to create the customer and project, then copy the new IDs back into the CRM. The rekeying is slow and error prone, creates duplicate customers, and leaves billing waiting on an unclear handoff before the first invoice can go out.
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Solution
When a deal or client record is approved in the CRM, the automation reads the client's company, contact, and billing details, then searches the accounting system for an existing customer and creates one only if none is found. It creates a project for the deal under that customer, writes the customer and project IDs back to the source record, and sends a chat notification confirming the setup to the deal owner and the billing team.
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Impact
Every approved deal arrives in accounting as a correctly linked customer and project, so billing can invoice right away and sales and finance work from the same records without rekeying.
Benefits
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Faster first invoices
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Reduced duplicate customers
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Fewer data entry errors
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Shorter sales handoff time
Who is this for?
Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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