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Zapier > 实例探究 > 使用 Zapier 自动化工作流程:共价编码训练营案例研究
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Automating Invoice Creation and Reducing Manual Work: A Case Study on Covalence Coding Bootcamp

技术
  • 应用基础设施与中间件 - 事件驱动型应用
适用行业
  • 水泥
  • 设备与机械
用例
  • 时间敏感网络
挑战
Covalence 是一个编码训练营,需要随着招生人数的增长而扩展其流程。他们有一个繁琐的自定义后端,缺乏灵活性,并且需要大量的手动工作,例如创建发票和发送通知。
关于客户
Covalence 是一个编码训练营,提供全栈开发训练营和前端基础课程。自 2015 年以来,它们已从阿拉巴马州的 1 个地点发展到遍布东南部三个州的 5 个地点。
解决方案
Covalence 实施了 Zapier(一种应用程序自动化工具)来自动化其工作流程。他们使用 Zapier 的自动化工作流程(称为 Zaps)来连接各种工具并自动执行任务,例如创建 Quickbooks 发票、发送电子邮件通知和更新 CRM。他们还使用 Zapier 为 Calendly 事件发送 Slack 消息。
运营影响
  • The implementation of Zapier's automated workflows has resulted in a more streamlined and efficient process for Covalence. The automation of invoice creation and management has not only reduced the manual work for the team but also improved the accuracy and speed of the process. The automation tool has also provided flexibility to the team, allowing them to easily add new tools or change the way the process works. Moreover, the automation of notifications and updates has freed up the accounting team from having to manually update each deal as paid. This has allowed the team to focus more on interacting with applicants, students, and employers, thereby improving their service and student experience.

数量效益
  • Significant reduction in time spent on creating and managing invoices manually

  • Increased efficiency in updating the CRM with payment status

  • Automation of notifications and updates, reducing manual intervention

相关案例.

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