Use cases & Implementation

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Following Cloud Kicks' success in the manufacture and marketing of custom-made sports shoes, the company's statistics highlight the success of certain models. The company decided to industrialize this line and offer them for sale on an e-commerce site.

Vijay, the developer of Cloud Kicks, was asked to set up an e-commerce site with online payment.
It begins with a benchmark of payment-enabled e-commerce platforms, including WordPress, WooCommerce, PrestaShop, Shopify and Experience Cloud...
As a result of his research, Vijay opted for a Word Press site, with a WooCommerce plugin and the Frisbii Pay payment solution, associated with Frisbii.

His second task is to transfer the online order from the e-commerce site to Salesforce, for invoicing from Frisbii.

Frisbii offers a solution connected to e-commerce payment via Frisbii Pay!

A brief presentation of the Frisbii e-commerce solution

The proposed solution enables automatic synchronization of transactions carried out from an e-commerce site and your invoicing process in Frisbii.
This feature is aimed at all companies offering "one-shot" goods or services on an e-commerce site, outside the subscription system. An evolution is planned to integrate the subscription system in a future version.

This feature is available from version 4.24 of Frisbii, and requires the subscription of a Frisbii Pay account for online payment of transactions from the e-commerce site.
You'll need to connect the Frisbii Pay payment solution to your e-commerce site. Frisbii Pay modules are available for e-commerce sites such as WordPress...

This automated integration solution between your e-commerce platform and Frisbii enables paid invoices to be transferred directly into the CRM without any manual intervention.

Frisbii offers:

  • Payment solution embedded in your e-commerce site, via Frisbii Pay

  • Process automation, with automated creation of an Acknowledged Invoice in Frisbii after each online purchase

  • Centralization of data, providing a complete, unified view of the purchasing process and transactions

  • Reactivity and reporting: by integrating all sales and billing information from online orders into Frisbii, you can generate real-time reports on sales performance, payment status and cash flow.

This solution improves the efficiency of financial processes, while providing a consolidated view and optimal tracking of payments in real time.

Installation guide

To set up the solution, please refer to the Frisbii Pay Installation Guide, which enables you to configure your Salesforce organization with Frisbii Pay.
Frisbii France support is required.

Here is an overview of the setup process for each part:

Settings overview for connecting e-commerce and Salesforce applications with Frisbi.