Workflow overview
Why this workflow matters
Improves internal consulting operations and productivity.
This workflow automates the full invoicing and payment process using AlekSystem and Xero. It allows businesses to generate invoices, track payments, send WhatsApp notifications, and keep records synced automatically, without manual follow-ups or repetitive admin work. It’s designed to plug into your existing tools and scale as your operations grow. How It Works A webhook receives invoice or payment data from your app, form, or system Xero automatically creates or updates the invoice Payments are tracked and verified in real time Clients receive WhatsApp notifications for invoices, reminders, or payments All records are logged in a database and synced to Google Calendar and Google Sheets Automated responses confirm successful actions or errors Everything runs in the background once connected. Setup Connect your Xero account to AlekSystem Set up a database (PostgreSQL via Supabase) for logging invoices and payments Connect Google Calendar for scheduling and tracking Connect Twilio WhatsApp for client notifications Point your system or payment source to the provided webhook URL No complex coding required. I guide you through the setup and ensure everything is tested. Need Help or Customization? If you’d like this workflow customized for your business or want help setting it up properly, feel free to reach out. 🔗 Connect with me on LinkedIn: 👉 Click here to connect I’m happy to walk you through it or adapt it to your specific use case.
Best fit
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Services
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