Five things that run on their own
Sales invoices from a completed job
A completed job is retyped into an invoice.
A completed job becomes a sales invoice in Informer, ready to send.
Connecting Informer with Altramano means: the Informer integration connects Altramano to your InformerOnline books through an API key with a security code. Relations and invoices are read, sales invoices created and sent, all in your own environment in Amsterdam and with approval wherever you want it.
A completed job is retyped into an invoice.
A completed job becomes a sales invoice in Informer, ready to send.
Someone pulls the outstanding invoices every week and types reminders.
The sales invoices are pulled; per customer with an outstanding invoice a reminder is ready in your tone.
Someone works out every week which purchase invoices need paying.
The purchase invoices are pulled and prepared as a payment proposal, sorted by due date.
A new customer from a form or the CRM is retyped.
A new customer becomes a relation with a contact person in Informer.
Nobody knows which quotes are still open.
The quotes are pulled; for a quote without a reply a follow-up mail is ready.
Sales invoices from a completed job. Now: a completed job is retyped into an invoice. With Altramano: a completed job becomes a sales invoice in Informer, ready to send. The agent does this with Informer through your own details, in your own environment in Amsterdam. Whatever goes out or gets booked, it puts to you first: you say yes, then it runs. Every run is in Runs.
With the API key and the security code of your administration (Instellingen → API in InformerOnline). One pair is one administration; both are stored encrypted.
Yes: create a new key in InformerOnline or delete the integration in Altramano under Integrations. Both take effect immediately.
Only in steps you set up without approval. By default an invoice in Informer is ready and waits for a yes; every run is in Runs.
Yes. You choose it in your environment under Integrations and connect in a few minutes.
Then there is the general HTTP integration, or we extend the integration if the system has an API.