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No-code automationYour No-code and AI Automation Partner

Automate iDoklad API Workflows with Make.com, n8n and Zapier

Effortlessly manage invoicing and financial operations by integrating iDoklad with automation tools. Automate repetitive tasks like client notifications, invoice creation, and payment reminders to boost efficiency.

When a New Invoice Created
Solution
1. Log New Invoice to Spreadsheet

Automatically update Google Sheets with new invoice data.

Send a Payment Reminder
Solution
2. Automate Payment Reminders

Send automated reminders for unpaid invoices via email.

When a Payment Received
Solution
3. Notify Team of Received Payments

Team notifications for received payments in Slack channel.

Update Client Records
Solution
4. Sync iDoklad Client Data to CRM

Automatically update client information in HubSpot CRM.

Generate Financial Reports
Solution
5. Automate Financial Reporting

Generate reports by collecting and summarizing invoice data.

- Repeat -

Automation Benefits

Unlock Business Efficiency with Automated iDoklad

Automation transforms how businesses manage financial operations, delivering significant improvements across various aspects of accounting and client management.

Streamlined Operations

Automate repetitive tasks, reducing administrative workload.

Improved Accuracy

Minimize errors in invoicing and data entry with automation.

Better Client Management

Enhance client relationships with timely communication.

Real-time Financial Insights

Get up-to-date financial information for better decision-making.

Cost Savings

Decrease costs associated with manual financial operations.

Scalable Solutions

Easily scale financial operations as your business grows.

Features

Automate iDoklad Processes

Enhance your iDoklad experience by automating key processes, reducing the time and effort required for manual tasks.

  • 1
    Seamless Invoice Sync

    Automatically sync invoices with other systems for unified financial data.

  • 2
    Automated Client Communication

    Keep your clients informed with automated email and SMS notifications.

  • 3
    Comprehensive Financial Reporting

    Generate detailed financial reports without manual data entry.

Feature

Outcomes

Transform Your Financial Workflow

Experience significant improvements in financial management by integrating iDoklad with automation tools, yielding substantial business results.

50%
Increased Efficiency
90%
Reduced Errors
10+ hours/week
Time Saved
FAQ

iDoklad Automation FAQs

Get answers to common questions about automating your financial operations with iDoklad using third-party automation platforms.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required