Delivered automation - Event leads, follow-up and invoicing in a connected workflow

The Challenge

Event leads, sales follow-up and invoices were spread across intake forms, CRM boards and accounting workflows.

The Approach

BeeNex connected event intake, CRM records, pricing follow-up and accounting workflows using the client's existing tools. Support work addressed API and authorization changes; a larger sales/mockup application was scoped separately.

Capabilities

• QR/event lead capture
• Jotform field mapping
• Monday.com lead records
• Branded follow-up email and pricing
• Xero contacts/orders/invoicing integration
• Support and reprocessing
• Separate proposed sales/mockup expansion

Workflow

1. Capture event form
2. Create CRM record
3. Send pricing/follow-up
4. Pass order/contact information to accounting
5. Log and reconcile
6. Repair and reprocess when integration changes

Engagement Outcome

The client accepted an event automation project in November 2025 and later confirmed records came through after a Xero integration repair. The larger sales/mockup concept is a separate proposal.