Customer Intake & Setup

When a new customer fills out their intital form, the bot sets up all of the teams, groups, applications, and processes associated with the new client.

Function:

Account Management

Steps

Get information from form results.
Setup Google Group and invite members.
Setup Microsoft Teams and invite members.
Create SharePoint client folder.
Add all new customer forms to client folder.
Setup recurring invoice in QuickBooks.

Popular Applications

Our services are not limited to these applications. This automation is available for any cloud based application.

Bill.com

Infor

NetSuite

ProfitBooks

Sage Intacct

Xero

Customer Intake & Setup

Achieving Guaranteed Outcomes and ROI