CASE01

One signature on a form, and the whole back office moves.

TALLY· MAKE.COM· BILLIT· PEPPOL· ASANA· MICROSOFT 365· GOOGLE DOCS

My client runs a community for entrepreneurs. Members join for a year, they pay as companies rather than as people, and they expect to be welcomed like people rather than like companies. I wired their sign-up forms into Billit, Asana and Microsoft 365 so that a signed form becomes a verified customer, an invoice delivered over Peppol, a subsidy document, a welcome mail, and a week of follow-up that schedules itself.

3sign-up forms, one per kind of member
4automations working as one system
46steps in the sign-up chain alone
0invoices or welcome mails made by hand
Diagram of three Tally sign-up forms feeding one system that verifies the company against the official registry, then raises the invoice, sends it over Peppol, fills the subsidy form, sends the welcome mail and schedules the follow-up

The problem

Signing up was instant. Being signed up took a week.

The form was never the problem. Someone filled it in, signed it, and from that moment on a person had to carry the new member through four different systems by hand. The member saw a confirmation screen. Behind it, nothing had happened yet.

  1. Work out which form this person should even get: joining new, renewing, or coming in on a half membership.
  2. Read the answers and check whether this company is already a customer in the invoicing system.
  3. If it is not, create it, with a legal name and address that have to match the VAT number exactly.
  4. Raise the invoice on the right product lines, for the right fraction of a year.
  5. Deliver it over Peppol, because the member is a business and that is where business invoices belong.
  6. Fill in the subsidy paperwork so they can claim part of the fee back, with their own amount on it.
  7. Write the welcome mail and attach both documents to it.
  8. Then remember, days later, to add them to the group chat and introduce them to the community.

Eight steps for one member. The last two are the ones that quietly get dropped, because they happen after the money has already arrived.

Why it was not a simple job

A membership is not one thing. It is four situations wearing the same word.

Someone joining for the first time, someone renewing for another year, and someone coming in halfway on a half membership are not variations on a form. They are different amounts, different records, and in one case a company that does not exist in the books yet. So they do not share a form. Each situation has its own, and the member is sent to the right one before they type anything.

And enrolling is only the first half. Being a member means turning up to things, which is its own flow with its own confirmation.

ROUTE 01

Joining for the first time

The company is not in the books yet, so it has to be created correctly before anything can be invoiced to it.

  1. Tally
  2. VAT registry
  3. Customer created
  4. Invoice
  5. Peppol
ROUTE 02

Renewing for another year

The company already exists. Nothing is created, nothing is duplicated, and the new year is billed against the record that is already there.

  1. Tally
  2. Customer found
  3. Invoice
  4. Peppol
  5. Welcome back
ROUTE 03

Coming in on a half membership

Joining part-way through the year. Billed as a fraction of the same product lines, not as a hand-edited invoice with a number typed over it.

  1. Tally
  2. Part-year lines
  3. Invoice
  4. Peppol
  5. Welcome pack
ROUTE 04

Signing up for events, once you are in

Members pick which events they want to join. The confirmation and the calendar invite arrive together, so it lands in the diary instead of in the inbox.

  1. Tally
  2. Events chosen
  3. Confirmation
  4. Calendar invite

Four situations. Nobody has to know which one they are in. The link they were sent already knows.

What I built

The form signs, and five systems answer.

Concretely: the Tally form posts straight into Make.com. Make.com looks the member up, checks the company against the official VAT registry when it does not know it yet, creates or finds the customer in Billit, raises the invoice with a fourteen day term, generates the subsidy document from a Google Docs template with that member's own amount in it, sends the welcome mail from the community's own Microsoft 365 address with both PDFs attached, hands the invoice to Peppol, and opens the follow-up work in Asana with the invoice itself attached to the task.

Four connected scenarios. The sign-up chain alone is forty-six steps. They already paid for every one of these tools. I did not replace anything. I made them talk.

Three Tally sign-up forms, one per kind of member, feed a single Make.com system. When the company is not yet known, Make.com verifies it against the official VAT registry. It then drives Billit for the invoice, Peppol for delivery, Microsoft 365 for the welcome mail, Google Docs for the subsidy document, and Asana for the follow-up work. The VAT registry Outside the business. The only source of a real company. Three Tally forms New, renewing, half. Signed, not just filled in. Make.com Identifies the member, verifies the company, then fans out. 46 STEPS · 4 SCENARIOS ONLY WHEN THE COMPANY IS NOT KNOWN YET 5 SYSTEMS Billit Customer created, invoice raised. Peppol The invoice delivered the business way. Google Docs The subsidy form, with their amount on it. Microsoft 365 The welcome, from their own address. Asana The member, the invoice, and the follow-up.

One signature at the left. Five systems at the right, all of them already theirs.

The part I care about most

The company on the invoice is not the company someone typed.

These members are businesses, and a business invoice has to name the business correctly. Not roughly correctly. The legal name, the street, the number, the postcode and the country all have to match what sits against that VAT number, or the invoice is wrong in the books and the Peppol delivery has nothing solid to land against. People do not type their own company name the way the registry holds it. They abbreviate, they drop the legal form, they give the office they work from rather than the seat of the company.

So the automation does not build the customer record from the form. When the company is already a customer, it uses the record that exists and creates nothing. When it is not, it takes the VAT number to the official registry, and builds the customer in Billit out of the answer that comes back. The form supplies the person. The registry supplies the company.

The signed form arrives with a VAT number. If the company is already known in Billit, the existing record is used and nothing is created. If it is not known, the VAT number is taken to the official registry, and the legal name and address that come back become the customer record. The signed form A person, and a VAT number. Already a customer? YES NO Use the record that exists Nothing created, nothing duplicated. Ask the official VAT registry The legal name, street, number, postcode and country come back from the registry, and that is what the customer is built from.

An invoice with a slightly wrong company on it is not a small mistake. It is a correction, a credit note, and a conversation with an accountant, months later, about a member who joined and never noticed.

What the member actually receives

One mail, and part of the fee already on its way back to them.

The nicest part of this build is not the invoicing. It is that the community can help a member claim part of their membership back through a public subsidy scheme, and used to do it by filling in the same document by hand for every single person. Now the automation reads the amount off the invoice it just raised, drops it into the template with the member's company name, exports it as a PDF, and sends it out attached to the welcome.

Attachment one The invoice Pulled straight out of Billit, fourteen days to pay, and already on its way over Peppol.
Attachment two The subsidy form Generated per member, with their own company and their own amount already filled in.
The mail itself The welcome From the community's own address, in the community's own signature. It reads like a person wrote it, because a person did, once.

And when the Peppol delivery fails, the automation does not go quiet. It mails a human, with both documents already attached, so the invoice still goes out that day. An automation that hides its own failures is worse than no automation.

The part most automations skip

It does the machine work, then books the human work in.

Welcoming someone into a community is not a system job. Adding them to the group chat is a person with a login. Introducing them to the other members is a person writing a message. Those are exactly the two things that slip, because they happen days after the payment, when the sign-up no longer feels new.

So the automation schedules them. Not as vague reminders, but as tasks that already carry everything the person needs to do them.

A task for the invoice, with the invoice in it

Filed under the member, dropped into the payment follow-up list, and thirty seconds later the totals and the PDF are attached to it. The wait is deliberate: it gives the invoicing system time to finish rendering the document before it is fetched, rather than grabbing a half-made one.

A task for next Monday

Add the new member to the group chat. The task carries the steps, in order, including the exact format the phone number has to be in. Whoever picks it up does not need to remember, and does not need to ask.

A task for next Friday

Introduce the new member to the community. The announcement is already written into the task, waiting for a name and a personal line. The blank page never happens.

What changed

The work did not get faster. It stopped existing.

Every member gets the same welcome

Same invoice, same subsidy document, same mail, whether they sign up during a busy launch week or at half past ten on a Sunday night.

The books stay clean

One company, one record, built from the registry rather than from a text field. No near-duplicates, no corrections later.

The human part is scheduled, not remembered

The two things that used to slip now arrive as dated tasks with their own instructions, days before anyone would have thought of them.

What they own now

The forms are theirs. The prices are theirs.

The sign-up forms live in their Tally account, where they can change a question without telling me. What a membership costs, and what it is made of, lives in Billit, where their bookkeeping already sits. Change the product there and the next member is invoiced the new way. There is nothing to sync and nothing to send over.

What still comes back to me is the wording of the welcome mail and a kind of membership that does not exist yet. That is deliberate, and it is the line I try to hold on every build. An automation nobody but its builder can change is not an asset, it is a dependency.

Almost an hour of assembly per new member, now down to seconds. And nothing forgotten in the week that follows.


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