The Sociable Society is a social media marketing agency that connects influencers with brands to create great opportunities for both.

The Sociable Society came to XRAY to automate the process of creating and sending invoices to their clients.

XRAY built an Automated Sales Data Workflow that creates a Quickbooks invoice using client data in Sociable Society’s CRM, Copper. The Sociable Society team can now send full or partial invoices by filling out a simple Airtable form, and the automation updates both Quickbooks and Copper to keep records consistent.

In addition to saving nearly 4 hours each week, building this automation has created Sociable Society’s automated infrastructure, paving the way for future workflow enhancements.