by Kelly Goss | Sep 22, 2020 | Pipedrive, Xero, Zapier, Zapier Demo Videos
If you use a Customer Relationship Management (CRM) app in your business, it is often a common workflow requirement to create an invoice in your accounting system once a deal or opportunity reaches a certain stage in the CRM. If an integration exists between your two...
by Kelly Goss | Sep 7, 2020 | Xero, Zapier, Zapier Demo Videos
Using Zapier to send a Slack message with a daily digest of paid Xero invoices can provide useful data which is sent to your team automatically. Knowing when invoices have been paid is business-critical information, but it can be time-consuming to check your...
by Kelly Goss | Aug 24, 2020 | Process Improvement, Xero, Zapier, Zapier Demo Videos
Learning how to automate sending an email using Zapier when a Xero invoice is paid is a really simple but useful workflow that saves time and provides great customer service. Xero is a cloud-based accounting system which includes a host of features to reduce...
by Kelly Goss | Jun 26, 2020 | Case Studies, Process Improvement, Xero
At Solvaa we love helping our clients streamline their business, saving them time and money in the process. A perfect example of this was our work with One Year No Beer where we helped slash 63% off their bookkeeping time, a massive 32 hours per week – nearly the...
by Kelly Goss | Jun 15, 2020 | Xero, Zapier
If you’re running a business then you want your workflows to be as slick as possible, particularly the finances. If your staff are spending hours on repetitive manual tasks such as entering data into a spreadsheet then you are wasting time and money which could be...
