Go Cardless made into a widget to create invoices on Agile crm
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Description
Experience Level: Intermediate
General information for the website: We are a Design Agency
Description of requirements/features: I Need to integrate Go cardless into Agile Crm propbaby as a widget
https://developer.gocardless.com/#introduction
https://www.agilecrm.com/
agile allows the use of stages which we need to put into 2 functions to make invoices, we currently have xero in place but it opens a new page on xero and i dont want to give users access to xero, only stages in the crm.
If you can make gocardless work on agile, the api that controls payments with gocardless should in theory make the invoice for xero.
There is a possibility that getting the crm to load a page where the invoice is created from the fields in the crm and click send as in the zapier system, but i am looking for the most sensible proposal here.
Extra services needed: 3rd party integration
Extra notes:
Description of requirements/features: I Need to integrate Go cardless into Agile Crm propbaby as a widget
https://developer.gocardless.com/#introduction
https://www.agilecrm.com/
agile allows the use of stages which we need to put into 2 functions to make invoices, we currently have xero in place but it opens a new page on xero and i dont want to give users access to xero, only stages in the crm.
If you can make gocardless work on agile, the api that controls payments with gocardless should in theory make the invoice for xero.
There is a possibility that getting the crm to load a page where the invoice is created from the fields in the crm and click send as in the zapier system, but i am looking for the most sensible proposal here.
Extra services needed: 3rd party integration
Extra notes:
Saul H.
100% (6)Projects Completed
4
Freelancers worked with
5
Projects awarded
38%
Last project
4 Nov 2014
United Kingdom
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