With Declarative Webhooks, Nurse Registry was able to automate their invoicing and payments process, eliminating the need for manual data…
Nurse Registry
Nurse Registry was able to automate their invoicing and payments process and save 10-15 hours per week.
At a Glance
Nurse Registry is a staffing agency dedicated to matching professional, licensed and compassionate nurses with private clients at home and facilities since 2009.
Healthcare & Life Sciences
Bay Area to SoCal
120 Employees
California, USA
Integrations
The Challenge
As a staffing agency, they have a relatively complex process of invoicing 50 – 80 clients per week as well as managing 50 – 80 corresponding nurse payments. Nurse Registry was manually double entering data in Salesforce into Quickbooks in a process that took 10-15 hours per week.
The Solution
In order to improve efficiency and continue to scale this process to a higher volume of clients and nurses, they needed an integration between Salesforce and Quickbooks. Declarative Webhooks was used to create clients as Accounts in Quickbooks, create nurses as Vendors, create and update Jobs, create and process payments for nurses, and create and process invoices to clients based on data and business rules in Salesforce.
With Declarative Webhooks, Nurse Registry was able to automate their invoicing and payments process, eliminating the need for manual data entry and saving them valuable time and resources. This allowed them to focus on growing their business and providing top-notch service to their clients and nurses. Not only did this integration improve efficiency, but it also increased accuracy and eliminated the risk of human error. This resulted in a more streamlined process, improved cash flow and better record keeping.
The Outcome
With Declarative Webhooks, Nurse Registry was able to automate their invoicing and payments process and save 10-15 hours per week. Additionally, with the integration of Quickbooks, Nurse Registry was able to increase the number of nurse payments processed by 25%. This automation of their invoicing and payment process improved efficiency, accuracy and scalability in their business processes. Nurse Registry is now able to grow their business and take on more clients and nurses, while maintaining their high level of service.
Overall, the integration of Declarative Webhooks with Quickbooks was a major success for Nurse Registry. The automation of their invoicing and payment process allowed for increased efficiency, accuracy, and scalability, ultimately allowing them to grow their business and provide better service to their clients and nurses.
Learn how to implement this solution yourself: Build a Salesforce Integration with Quickbooks
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