Soon Invoicing and ERP
Priority + MoreSend: Your ERP answers customers: open orders, shipments, stock and invoices
This connection is being built. This is how it will work once it ships. Until then, you can connect any system with an API through Tools.
What you’ll be able to do
The robot and your reps work with Priority from inside the conversation.
- The robot finds a customer by phone, email or tax ID
- Order status and open orders
- Stock and price for a part, from your price lists
- A customer’s open invoices
- Add a customer note and open a service call from the chat
Controls and approvals
- Sales orders (as drafts), notes and service calls wait for a rep to approve them
- A customer sees only their own orders and invoices, by their own phone or email
Events that start a flow
Each of these events can start a Studio flow.
- Order status changed
- Order created
- Invoice created
Ready-made flows
Start from a template and adapt it to your business.
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Order status for business customers
A customer asks when it arrives and gets an exact answer from the ERP.
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Quote request
The robot drafts a quote, and a rep approves it before it goes out.
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Order updated
The customer is told when the status of their order changes.
More in this category
- Morning (Green Invoice) · Soon
- iCount · Soon
- SUMIT · Soon
- Rivhit · Soon
Want Priority first?
Tell us how you work with Priority, and we’ll let you know the moment the connection is ready. Meanwhile, we’ll show you what works today.