Case Study - Roger.ai X Cloudify

Roger.ai. is one of the most interesting and functional applications in the Danish market. It reads received invoices in the form of PDF, mail or scanned copies, assists in paying bills and takes approval through a flow which gets integrated with your financial system.

Roger.ai. X Cloudify 

We assisted them to integrate their app with Slack, Trello & Mailchimp.

Integration and Automation in Roger.ai with Zapier

Zapier integrations are a combination of triggers and actions. So, we set triggers and actions on behalf of roger.ai for successful automation.

If you press “win” (trigger) in a CRM system, an invoice gets automatically generated in the accounting program (action).

It can also be set up in a way that when you receive an invoice from a supplier (who is already approved) (trigger) will be sent to Rogeri.ai for making payments (action).

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