Josh Jackson
Location: United States
I’m an automation expert and serial entrepreneur. I’ll help you automate your operations with no-code tools like Zapier, Make, Airtable, Bubble and more.
Skills: PDF.co API platform, Airtable, Integromat / Make, Javascript, Python, WordPress, Zapier, Monday.com
Website: https://joshnocode.com/
Email: hello@joshnocode.com
Phone: 516-567-0070
PDF.co Project Showcase
Client/Project Industry
Accounting, Building Materials, Business Supplies/Equipment, Capital Markets/Hedge Fund/Private Equity, Commercial Real Estate, Computer Software/Engineering, Construction, Consumer Goods, Consumer Services, Electrical/Electronic Manufacturing, Financial Services, Government Relations, Health/Fitness, Hospital/Health Care, Individual/Family Services, Information Services, Information Technology/IT, Insurance, Investment Banking/Venture, Investment Management/Hedge Fund/Private Equity, Law Enforcement, Law Practice/Law Firms, Legal Services, Leisure/Travel, Management Consulting, Marketing/Advertising/Sales, Media Production, Medical Practice, Music, Package/Freight Delivery, Packaging/Containers, Program Development, Real Estate/Mortgage, Restaurants, Retail Industry, Staffing/Recruiting, Utilities, Venture Capital/VC, Warehousing, Wholesale
Client Name
GalvWorx
Company Size
11-100 employees.
Project Summary
GalvWorx is a reputable and well-known supplier to the galvanizing industry.
The team needed a way to automate the creation of invoices and packing slips upon receiving a new customer order. I implemented an order request form and an automated workflow that handles the invoice and packing slip creation process.
Whenever a new form submission is received, the workflow automatically creates an invoice and packing slip in QuickBooks. I also built out a custom API integration with PDF.co that formats the packing slips correctly each time it’s created.
Invoices and packing slips are now created in seconds automatically. Overall, the automated system has significantly improved the company’s efficiency and streamlined internal operations.
Project Goals
The team needed a way to automate the creation of invoices and packing slips upon receiving a new customer order. I implemented an order request form and an automated workflow that handles the invoice and packing slip creation process.
Project Challenges
A packing slip from QuickBooks needed specific text removed from the PDF document, so it was a struggle to find a service provider that could efficiently remove the text each time the packing slip was created in QuickBooks.
PDF.co is used for
I built out a custom API integration with PDF.co and Zapier that formats the packing slips correctly each time it’s created. PDF.co seamlessly removed the text from the PDF each time.
PDF.co Results
Invoices and packing slips are now created in seconds automatically. Overall, the automated system has significantly improved the company’s efficiency and streamlined internal operations.
Project Screenshots:
Connect with Josh Jackson for your next automation project:
Website: https://joshnocode.com/
Email: hello@joshnocode.com
Phone: 516-567-0070