Automations are here! 🤖 ⚙️👨‍🔬

Automations are a new suite of tools designed to help you tailor the way Payaca works to your business - empowering you to decide what should happen in your customer journey and when.

You can use Automations to:

• Move your deals through your customisable pipelines - when quotes are accepted/bookings are made/invoices are paid etc.
• Take control of your customer communications - Send automated follow ups and reminders to keep your team and customers engaged and ensure everything keeps on moving forwards
• Handle integrations with Xero & Quickbooks - The new "Automation Log" captures all activity so you can review everything that has happened

As these tools are brand new, we're working with a select group of customers to ensure everything works exactly as it needs to.

Interested in taking part? We can add you to our BETA programme, giving you access to the latest Payaca features as soon as they're available to try out. Just drop us a message!