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Automating Invoicing: How One Zap Saved a Web Designer 5+ Hours Every Week
技术
- 网络与连接 - NFC
适用行业
- 金属
用例
- 时间敏感网络
挑战
Metal Potato 的网页设计师安德鲁·麦克唐纳 (Andrew MacDonald) 每周花费半天多的时间为公司收到的付款手动创建发票。这种重复性的管理任务占用了原本可以用于设计网站的宝贵时间。
关于客户
Metal Potato 是一家网页设计公司,与各种客户合作,包括名人、网上商店和国际政府。他们专注于创建可转化的定制网站。去年,Metal Potato 的网站带来了超过 7500 万美元的收入。
解决方案
Andrew 使用 Zapier(一款应用程序自动化工具)来自动化创建付款发票的过程。他使用 Zapier 创建了一个工作流程,该工作流程将搜索现有联系人或创建联系人、创建发票并使用客户付款更新发票。这种自动化消除了人工干预的需要,为安德鲁节省了大量时间。
运营影响
数量效益
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