Back to Blogs
Sales pipelines must sync with back-office financial systems to prevent invoice delays. Manually entering purchase numbers between CRM leads and accounting portals creates typing errors. We automate this via secure REST APIs.
System Architecture
Our automation maps the following lifecycle:
- Deal Close: The CRM triggers a webhook upon marking a sales deal as closed/won.
- Ledger Entry: An integration worker processes the deal lines, generates an invoice, and writes the entry to the ERP ledger.
- Payment Tracking: The ERP triggers updates back to the CRM once bank reconciliation is cleared.
ERP Sync Structure
POST /api/v2/erp/invoices
Content-Type: application/json
{
"customer_id": "CUST_9918",
"items": [{"sku": "SKU_DEVOPS_PRO", "qty": 1}],
"total": 12500.00
}
Benefits
Automating financial sync eliminates bookkeeping delays and gives sales teams instant visibility into invoice collection statuses.