INTEGRATIONS

e-conomic Integrations with Cloudify

Inventory and production management systems
icon crm

With CRM systems

Intgegrate e-conomic with your CRM systems to automatically populate your e-conomic app with the customer information and automate processes like creating invoices, orders or quotations, or adding invoiced customers to a specific mailing list in the CRM, where a deal has been created in the pipeline.


How does it work?

When your CRM is populated with customer data, you can automatically create invoice/draft order/quotes and send this to the customer for further action.

Campaigns

You can manage your campaigns and get real-time data about the campaigns by integrating e-conomic with the CRM app.

Customers

Once the contacts are created/updated in the CRM, they automatically get updated in e-conomic that includes billing and shipping addresses, respectively.

Products

Any item that is listed in e-conomic will be uploaded as products in the CRM app with the functionality of one sales price being mapped in CRM as standard price.

Orders

The sales orders from the CRM with its current status will be synced as economic sales orders.

Invoice

Payment method will be synced from CRM to e-conomic for sales for automatic invoice creation.

Inventory and production management systems
Webshops

With Webshops /E-commerce stores

Integrate e-conomic with your webshop and ensure that your webshop customers, products, invoices, and inventories are synced automatically. You can also transfer your orders, create and send invoices, and manage credit notes.


How does it work?

When an order is placed on the webshop they get automatically transferred to the accounting app or e-conomic in the current case. An invoice is created against the order with or without the option for payment. Accordingly, the customer and product details are updated as per your needs.

Customer

All the customer details like shipping address, billing, contact details, etc. are synced to the e-conomic account.

Products

All the product listings are updated and synced with economic with all details. Any modification of the products in the webshop reflects automatically in economic.

Inventory

The exact inventory level is maintained by the real time stock updates from e-conomic.

Sales Orders

All webshop sales orders will get instantly converted into e-conomic sales orders.

Order fulfillment

The shipping method and shipping charges by the ecommerce stores will be fully mapped with e-conomic so that the customers can track their shipments and view the order status in real time.

Inventory and production management systems
icon-marketing

With marketing systems

Integrate e-conomic with your inbound and/or outbound marketing system and automate your email marketing by adding customers to the outbound mailing lists when they have been invoiced.


How does it work?

When the generated leads or customer data are populated into the economic account for invoicing, the customer details are further synced into the marketing app’s mailing list.

Orders

When an order is placed in the webshop and the details are updated in the e-conomic app, the details are then transferred to the marketing app where you can set up targeted email campaigns.

Customers

The customer information can be used in the marketing app. If the marketing app is linked with the CRM and e-conomic, it can also take customer information from there and launch email campaigns.

Inventory and production management systems
icon inventory

With inventory and production management systems

Integrate e-conomic with your inventory management system and ensure automatic stock and inventory and production management. It lets you sync data in your e-conomic account and create an invoice when there’s a new order delivered in the inventory management app.


How does it work?

Sync your complete inventory and import your sales orders by integrating e-conomic with inventory or production management apps.

Orders

When an order is marked shipped or delivered in the inventory management app, it also gets updated in e-conomic.

Inventory

Inventory sync with e-conomic lets you keep track of the stocks and stock outs.

Order fulfillment status

Once the shipment is complete or delivered, the status gets updated in the e-conomic account.

Payment systems
icon-payment

With Payment systems

Integrate economic with the payment app that automates the payment process through the economic app when the invoice along with the integrated payment link is sent to the customer or merchant for further processing.


How does it work?

Once an order is placed, economic imports the contact details of the customer and automatically creates an invoice with or without the payment links.

Customer

When a customer places an order on the webshop, the details are transferred to economic for invoice generation.

Orders

When an order is placed, the payment link is automatically sent to the customer along with the invoice.

Products

Sync your product listings with economic that lets you keep track of the stocks.

FEATURES

Benefits of integrating e-conomic with Cloudify

Managing documents

Managing documents

You can scan receipts and invoices by using e-conomic app and get access to all financial documents in agreement.

Data management

Data management

Your marketing team also gets a boost for additional sales when the sales and finance team have the same data.

Designing workflows

Designing workflows

Our team can also design workflows to reflect payments in e-conomic using Journal entries.

Custom invoicing flow

Custom invoicing flow

We design a custom invoicing flow that mimics your current invoicing process.

USE CASES

Cloudify use cases across fields

Built for your accounting needs

Integrating e-conomic with Cloudify will allow your business to achieve a digital accounting architecture, with no maintenance and high efficiency.

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Built for your accounting needs

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Start the conversation about how Cloudify can help your business. Got a particular question or want to schedule a call?

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