Zapier is one of our favorite tools in our stack. We automate the entire company with Zapier. When a lead fills out the form on our website, it creates an opportunity on Zendesk. We have an entire pipeline of automation that goes from our website, to Zendesk, it then creates a contract in Pandadoc and creates an invoice in Xero.
We use GoCardless to simplify the way clients and partners pay for our services. What intrigued us is the quick and easy ACH feature that gives our clients the option to log in with their bank account and shoot the funds directly to our account. The fee, compared to Stripe is less. Stripe and PayPal charge 2.9% + 30c and Stripe also forces the client to enter in all of their payment details manually and then if the payment doesn't work, the client has to try all over again. GoCardless charges 1% + 25c which is much more reasonable dealing with the large projects that we are currently working on.
We integrate GoCardless with Xero to easily send out quick invoices, receive the funds and track all revenue in one place.
