URGENTLY set up keepincrm
KeepinCRM Setup + Nova Poshta + Checkbox + TurboSMS
1. Goal
Complete setup of KeepinCRM for the online store with:
Integration of Nova Poshta
Integration of Checkbox (PRRO)
Integration of TurboSMS
Automatic movement of deals through the funnel
Correct fiscalization of cash on delivery payments
2. Outputs
KeepinCRM created
Nova Poshta API connected (just link statuses)
Checkbox API connected (just link statuses)
Cash register active (FOP)
TurboSMS account will be provided (active)
3. Sales Funnel Setup
Create / optimize stages:
New order
In progress
Sent
Awaiting receipt
Received — awaiting cash on delivery
Completed
Cancelled
4. Linking Nova Poshta statuses with CRM stages
For the payment type "At the branch" (cash on delivery):
Status "Sent" → Stage "Sent"
Status "Arrived at the branch" → "Awaiting receipt"
Status "Received" → "Received — awaiting cash on delivery"
Status "Cash on delivery received" → "Completed"
5. Checkbox (PRRO) Setup
Integration via API
Select the correct FOP cash register
Receipt NOT created when creating TTH
Receipt NOT created when changing to "Sent"
Receipt created only when the deal moves to the "Completed" stage
Check the correctness of payment types
Conduct a test fiscalization
6. TurboSMS Setup
Integration via API.
SMS #1 — when creating TTH
Trigger: creating TTH
Text:
Your order has been sent.
TTH: {TTH Number}
Tracking: https://novaposhta.ua/tracking/?cargo_number={TTH Number}
SMS #2 — when status is "Arrived at the branch"
Trigger: NP status "Arrived at the branch"
Text:
Your order has arrived at the Nova Poshta branch.
TTH: {TTH Number}
Please pick it up within 5 days.
Additional requirements:
SMS are not duplicated
SMS is not sent if TTH is cancelled
Format of numbers +380
Log of sent SMS in CRM
Ability to edit templates
7. Testing
Conduct a full test:
Creating a deal
Creating TTH
Changing delivery statuses
Automatic transition between stages
Sending SMS
Fiscalization via Checkbox
8. Result
The system should:
Automatically move deals through the funnel
Correctly process cash on delivery payments
Fiscalize receipts without violations
Send SMS to clients automatically
Ensure control of payments and deliveries
Client's review of cooperation with Valentin Solomko
URGENTLY set up keepincrmA person who really understands this issue we can recommend.
Freelancer's review of cooperation with Artem Tomashevsky
URGENTLY set up keepincrmThe client requires patience, but it is not critical. It is worth continuing the collaboration.
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331 Hello 🙌
We are ready to take your project into work and start today.
6,000 UAH for this volume of integrations is below our standard rate, but we are willing to meet you halfway if you are potentially interested in other services we offer for systematic sales improvement.
We build turnkey sales departments:
– we search for and segment B2B databases
– we build sales funnels
… – we set up CRM for the business, not just "for show"
– we write scripts
– we conduct manager training
– we implement KPIs and control
So, it’s not just integration, but a system that allows for more predictable sales.
We can start with setting up the CRM as the first stage, and then, if we see potential, scale the sales department.
Briefly about us and our cases here:
https://ministrysale.com
Are you ready to confirm the start and move on to the technical details?
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893 1 0 The main risk is erroneous fiscalization before funds are credited and duplication of messages to the client. It is critical to synchronize delivery statuses with the stages of the deal without delays.
I will set up REST API connections between the CRM and delivery services. The logic for creating receipts will be strictly tied to the final status in the funnel. For the mailing, I will implement a mechanism to check the uniqueness of events to avoid spam when the status of the shipment changes.
I will conduct complete testing of post-payment scenarios. This will ensure automatic movement of deals and transparent financial control without manual intervention.
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