Case Study: Covalence automates invoice creation and notifications with Zapier

How a Coding Bootcamp Automates Invoice Creation and Cuts Out Manual Work

Covalence, a growing coding bootcamp, needed a better way to scale its admissions and billing processes as it expanded from one location to five. Its team had been relying on a custom backend that was hard to change, while staff still had to manually create invoices, update records in Pipedrive, and coordinate interview scheduling and notifications.

Using Zapier, Covalence automated workflows between Pipedrive, QuickBooks, Calendly, and Slack. Zapier now creates invoices from new deals, emails them, updates CRM records when payments come in, and sends interview alerts to instructors. The result was less manual work for accounting and admissions, and more time for the Covalence team to focus on students and applicants.

Covalence

William Johnston

Chief Technology Officer