Automate Customer account

SUGGESTED

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  

Parents Reply Children
No Data