I recently implemented monday CRM for an e-commerce business, focusing on streamlining their sales process. One key feature was automating invoice creation when a deal is marked as βWonβ . Additionally, the payment status syncs back to monday.com, ensuring the team stays updated . Notifications are sent as soon as the payment is received , keeping everyone informed in real-time. This entire workflow was seamlessly executed using Make as the integration bridge .
Benefits of this Automation
Time-Saving: Eliminates the manual task of creating invoices and updating payment statuses, freeing up valuable time for the team.
Accuracy: Reduces the chances of human error in invoice generation and payment tracking.
Real-Time Updates: Keeps the team informed about payment statuses instantly, improving collaboration and decision-making.
Improved Productivity: Enables the team to focus on high-priority tasks instead of administrative work.
This automation not only optimizes operations but also provides a scalable solution for managing growing sales efficiently.
DM me if anyone needs blueprint of that automation!