Make a flow for onboarding new clients

Many organizations, especially in services, need to do a series of steps when they acquire a new client. Imagine the following set-up. How can automation make your life easier Everything starts when you make a deal in your CRM (Pipedrive, Hubspot or Raynet) CRM, as...

How to automatically handle incoming invoice

Nobody likes managing invoices, but every business owner knows that having finance in order is a prerequisite for a successful business. At this moment, automation comes in handy. How can automation make your life easier Imagine that an invoice arrived in your email...