Case Study: Lucidica streamlines subscription management with Plumsail Forms

Manage and sync subscriptions across SharePoint and Pax8 using Plumsail Forms and Power Automate

The IT services provider Lucidica faced the challenge of integrating its internal SharePoint ERP system, CORE4, with the external reseller platform Pax8 to manage client subscriptions. They needed a seamless system to create, modify, and sync subscription data between the two platforms while ensuring accuracy and preventing user error for their engineers. To address this, they turned to the vendor Plumsail and utilized Plumsail Forms.

Plumsail implemented a dynamic form using Plumsail Forms and Power Automate, which featured an integrated wizard and custom JavaScript to guide users and automate data validation. The solution enabled role-based access control, dynamically updated pricing, and streamlined the process for onboarding new clients. This integration provided Lucidica with a seamless subscription management system that ensured data accuracy, improved the user experience for engineers, and maintained consistent billing records.

Lucidica

Jamal Smith-Graham

Lead SharePoint Developer/Tech Manager