πŸš€ Automated Invoice Creation on Square

I recently implemented monday CRM for an e-commerce business, focusing on streamlining their sales process. One key feature was automating invoice creation :page_facing_up: when a deal is marked as β€œWon” :white_check_mark:. Additionally, the payment status syncs back to monday.com, ensuring the team stays updated :arrows_counterclockwise:. Notifications :loudspeaker: are sent as soon as the payment is received :credit_card:, keeping everyone informed in real-time. This entire workflow was seamlessly executed using Make as the integration bridge :robot:.

:star2: Benefits of this Automation

:hourglass_flowing_sand: Time-Saving: Eliminates the manual task of creating invoices and updating payment statuses, freeing up valuable time for the team.

:white_check_mark: Accuracy: Reduces the chances of human error in invoice generation and payment tracking.

:zap: Real-Time Updates: Keeps the team informed about payment statuses instantly, improving collaboration and decision-making.

:chart_with_upwards_trend: 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. :rocket:

DM me if anyone needs blueprint of that automation!