Hi All,

We are a small UK SME running Sage one/accounting, and i am looking to automate a lot of our account setups and would like to know if anyone else has been successful.

an example would be, I would like to send a new client a digital account form through Microsoft Forms and then this data I would like to upload to Sage one through Microsoft automate, is this possible?

if so, can I also have quotes automated from sage for fixed cost items and have invoice emailed direct to the customer to then automate the payment process?

thank you in advance

Charles