From manual order entry to one-click invoicing
Finance was spending 10-15 hours each week copying order data between systems. A Zapier-powered automation reduced the process to a single button click.
The problem
Challenge
For every new order, finance had to manually copy customer and billing data from HubSpot
Data then had to be entered into WooCommerce, and again into Exact for invoicing
The process took 10-15 hours every week and was prone to errors
How we solved it
Approach
Step 1
Mapped out the full order-to-invoice flow across all three systems
Step 2
Identified which data needed to sync and at what trigger points
Step 3
Built a Zapier automation that connects HubSpot, WooCommerce, and Exact
Step 4
Added a single approval step so finance stays in control
The build
Solution
Technologies used
Stack
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