How Clouver Helped Fulfyld Automate Invoice Syncing and
File Attachments Between Salesforce and Invoiced
By: Clouver Team | Published On: October 24, 2024
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About Fulfyld
Fulfyld is a third-party logistics (3PL) company specializing in eCommerce fulfillment. Since 2016, Fulfyld has been helping businesses streamline their shipping processes with direct integrations to eCommerce marketplaces and shopping carts. Based out of Madison, Alabama, Fulfyld offers a flat-fee, same-day shipping service that simplifies the entire supply chain for their customers.
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Services Used
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The Challenge: Manual Invoice Syncing and File Attachments
Fulfyld’s accounting team faced significant challenges in syncing their invoices between Salesforce and Invoiced. Their existing process required them to send a spreadsheet to customers detailing each invoice's line items, but Invoiced’s native integration didn’t support attaching files to the invoices. Additionally, Fulfyld needed invoices to always be created in "draft" status, whereas the default flow would mark them as "not sent." This limitation in the native plugin led to workflow inefficiencies and delays for the team.
Clouver’s Solution: Webhook Integrations and Automated Syncing
Clouver’s integration leveraged Salesforce Flow and Invoiced Webhooks to resolve Fulfyld’s invoicing challenges. Here’s how Clouver helped:
Webhook to Invoiced Integration: Clouver set up a Salesforce Flow that triggered when an invoice object reached a specific status. The flow would send JSON data containing invoice details to a webhook deployed by Clouver’s integrations. This webhook then parsed the data, created the required file (i.e., the invoice attachment), and uploaded it to Invoiced.
Automated Invoice Creation with Attachments: After the file was successfully created, Clouver's system sent the data and file response to another webhook that generated the invoice in Invoiced—complete with the attached spreadsheet. This allowed Fulfyld to automate the entire process without manual intervention, ensuring each invoice included the necessary file attachments.
Syncing Invoice ID Between Platforms: To ensure data consistency, Clouver’s integration synced the Invoiced invoice ID back to the corresponding invoice object in Salesforce. Once the invoice was created, a webhook from Invoiced would send the invoice ID to the webhook setup by Clouver, and update the Salesforce Invoice object. This automation allowed Fulfyld’s team to track invoice statuses and confirm that the invoices were created correctly in both systems.
Error-Free Automation for High-Volume Invoices: With this integration, Fulfyld could generate and sync thousands of invoices monthly between Salesforce and Invoiced without manual oversight. The automated system reduced errors and ensured every invoice was correctly created and stored in both platforms, meeting Fulfyld’s requirements.
The Results: Streamlined Invoicing and Time Savings
Clouver’s solution enabled Fulfyld’s team to automate their invoicing process, eliminate manual oversight, and ensure accuracy across both Salesforce and Invoiced platforms. Here’s what Clouver delivered:
Custom Invoicing with Attachments: Fulfyld’s requirement for invoices with file attachments was successfully met. Each invoice created in Invoiced now includes a spreadsheet attachment that details line items, ensuring that customers receive all the necessary information in a single file.
Reduced Manual Oversight: Thanks to the integration, Fulfyld’s accounting team no longer needs to manually check or update thousands of invoices each month. The automated system ensures that every invoice is synced across both Salesforce and Invoiced without the risk of human error.
Real-Time Sync Between Salesforce and Invoiced: The invoice ID sync between Invoiced and Salesforce ensures that the Fulfyld team can easily track the status of each invoice and confirm that it has been created successfully. This real-time data sync saves time and improves overall efficiency.
Scalability for High Invoice Volumes: With Clouver’s webhook integration, Fulfyld can handle the creation and syncing of thousands of invoices each month, allowing the company to scale their operations without being limited by manual processes.
Conclusion
Fulfyld’s partnership with Clouver has transformed their invoicing process, allowing the accounting team to manage thousands of invoices seamlessly between Salesforce and Invoiced. By automating file attachments, syncing data, and eliminating manual oversight, Clouver has enabled Fulfyld to scale their invoicing operations while improving accuracy and efficiency.
Team at Clouver have been instrumental in transforming our billing process. Their expertise in software integration between systems has streamlined our processes, reduced manual workload, and improved our overall efficiency - allowing us to complete billing cycles in no time! Clouver's proactive approach and ability to convert business requirements into integrating software tools makes them a trusted partner. We’re grateful for their dedication and highly recommend their services to any company looking to enhance their digital infrastructure.
AJ Khanijow, Founder and CEO at Fulfyld