Integrations and billing

Clientflow connects with the systems you already use — accounting, telephony, lead sources, and more. This guide covers every integration and how to set them up.

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Billing and accounting

Clientflow integrates directly with three Danish accounting tools: Dinero, e-conomic and Billy. You connect one at a time — all three let Clientflow create invoices automatically when a task is completed.

Dinero

Setup:

1. Go to Settings → Accounting → Accounting integration → Dinero
2. Click Connect to Dinero and sign in with your Visma account
3. If you have several Dinero companies, pick the one Clientflow should invoice through

e-conomic

Setup:

1. Go to Settings → Accounting → Accounting integration → e-conomic
2. Click Connect to e-conomic — you're redirected to e-conomic, where you pick the company (agreement) Clientflow should invoice through
3. Pick a Revenue account, a Debtor account and an optional Customer group

Billy

Setup:

1. Find your API key in Billy under Settings → Public API
2. Go to Settings → Accounting → Accounting integration → Billy in Clientflow
3. Paste the key into the API key field and click Connect to Billy

The connection is permanent and doesn't need renewing. Billy doesn't support EAN invoicing — if a customer needs an EAN invoice, use Dinero.

Billing handling

Under Invoicing action you pick one of two modes:

Mode	Description
Send automatically	Invoices are created AND automatically sent to the customer
Save as draft	Invoices are created as drafts — you review and send manually

Recommendation: Start with "Save as draft" until you're comfortable the system generates correct invoices. Then switch to "Send automatically" for full automation.

Payment method per customer

The payment method is stored on the contact — not on the individual subscription or task. That means one customer has the same billing setup across everything you do for them.

Error handling

If an invoice fails:

• An error banner is shown on the relevant task
• You can retry directly from the banner
• Common causes: missing customer data, invalid CVR, expired connection or network error

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Telephony and SMS

Clientflow provides telephony and SMS directly — you don't need separate agreements with telecom providers.

Setup

1. Go to Settings → Integrations → Communication
2. Click Request setup
3. Clientflow contacts you and guides you through cancelling your current phone provider
4. We order new SIM cards and handle the porting of your numbers
5. You're notified when setup is complete and ready to use

Features

• IVR — professional phone menu (keypad press → queue, submenu, voicemail, external forwarding)
• Queues — automatic distribution of calls across assigned agents
• Opening hours — per weekday, with an automatic message outside working hours
• Call recording — every conversation is stored securely
• AI transcription — calls are transcribed automatically and can be used for documentation and follow-up
• Click-to-call — call the customer directly from the contact or lead card

IVR menu builder

Build your phone menu visually:

1. Go to Settings → Telephony → IVR
2. Create a new menu
3. Assign actions to keypad presses (1–9, 0, *, #):
   • Forward to queue — send to a call queue
   • Submenu — open a new menu
   • Voicemail — send to voicemail
   • External number — forward to another number
   • Hang up — end the call
4. Upload audio files for each menu item

SMS

SMS is used for:

• Customer notifications before tasks (automatic reminders)
• Direct messages from the communications module
• Quote links
• Field-worker contact with customers

Pricing

Telephony is included in your subscription. SMS is billed by actual usage: 0.35 DKK each excl. VAT, monthly in arrears.

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Email integration

Domain setup

To send and receive email via Clientflow:

1. Go to Settings → Integrations → Email
2. Add domain (e.g. yourcompany.dk)
3. Clientflow generates DNS records:
   • DKIM — cryptographic signing of your emails
   • SPF — authorization of Clientflow's mail servers
4. Add these records at your DNS provider (e.g. Simply, Curanet, GoDaddy)
5. Clientflow verifies automatically when the records are active

Email addresses

Create email addresses linked to inboxes:

• Each domain can have multiple email addresses
• Each email address is linked to an inbox
• Incoming emails are routed automatically to the right inbox

Subject templates

Configure default subject lines for automatically generated emails (e.g. task notifications).

Error handling

If DNS verification fails:

• An error banner is shown on the domain
• Error details and proposed fixes are shown
• Common causes: incorrect DNS records, missing propagation (can take up to 48 hours)

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Fleet tracking

Clientflow provides its own fleet tracking — your location data goes directly from the vehicle to Clientflow, with no third parties.

How it works

1. A GPS device is installed in the vehicle
2. The device sends positions directly to Clientflow
3. Trips are detected automatically and built into history
4. You see every vehicle's position live under Fleet → Tracking. A miniature map is also shown in the sidebar of the Calendar page if you're working there.

Features

Feature	Description
Live map	See every vehicle's position in real time
Trip history	View past trips with route, speed and duration
Color-coded routes	Routes colored by speed — quickly spot traffic problems
Vehicle picker	Focus on a specific vehicle

Vehicle setup

1. Go to Settings → Fleet
2. On the Vehicles tab: create a vehicle with:
   • Name and license plate
   • Vehicle type (van, car, truck, motorcycle)
   • Fuel type (petrol, diesel, electric, hybrid)
   • Capacity (kg)
   • Assigned team member — links the vehicle to a field worker
3. Switch to the GPS tab and assign the device to the vehicle — each device is listed by its IMEI

Ordering hardware

Clientflow ships preconfigured GPS devices directly. Need devices? Order them under Settings → Fleet → GPS → Need devices? — Click here.

See the full fitting-and-activation walkthrough in Installing GPS devices.

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Facebook / Meta Lead Ads

Setup

1. Go to Settings → Leads → Sources
2. Click Connect Facebook
3. Log in with your Facebook account and approve access
4. Pick which Lead Ad forms to sync

How it works

• When someone submits a Facebook Lead Ad form, a lead is automatically created in Clientflow
• The lead is placed in the "New" column with all contact details
• Meta attribution data (campaign, ad set, form, timestamp) is saved on the lead and shown on the lead detail page

You can filter and report by campaign to see ROI per ad.

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Webhooks

Incoming leads

Receive leads from websites, landing pages or third-party systems via webhook:

1. Create endpoint in Settings → Leads → Sources
2. Send test data from your system
3. Map fields — tell Clientflow which fields correspond to name, email, phone, address
4. Activate — new leads are created automatically

You can create custom fields directly in the mapping step — they then appear on the lead card.

Outgoing webhooks (payment)

On cash payment, Clientflow can call a webhook:

• Configure URL, headers and payload format
• Useful for integration with POS systems or accounting software

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Customer portal

Activation

1. Go to Settings → General
2. Enable Customer portal
3. (Optional) Set up a custom domain under Settings → Integrations → Portal

Invite customers

From a customer's contact page:

1. Click Invite to portal in the sidebar
2. The customer receives an invitation email
3. Status updates: pending → accepted

What the customer sees

Feature	Description
Tasks	Overview of upcoming and past tasks
Invoices	Invoice overview with amounts and details
Rescheduling	The customer can request to move a task to a new date
Communication	The customer can send and receive messages

Rescheduling requests

When a customer requests rescheduling via the portal:

1. A request is created with the desired new date and an optional message
2. You receive the request in Clientflow
3. Approve or decline the request

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Danish data sources

Clientflow taps into official Danish data sources, so you don't have to type addresses and property info by hand. All run automatically without setup.

Source	What it provides
Address lookup	Autocomplete of Danish addresses, validation and geocoding
Building data (BBR)	Year built, living area, building type, plot number
Oblique photos	Danish oblique photos — see the building's facade from four angles
CVR lookup	Automatic lookup of legal name and address for business customers

Data is fetched automatically in the background when you create a contact or address.

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Overview of every integration

Integration	Purpose	Setup
Dinero	Billing and accounting	Settings → Accounting
e-conomic	Billing and accounting	Settings → Accounting
Billy	Billing and accounting	Settings → Accounting
Telephony	IVR, queues, call recording, transcription	Settings → Integrations → Communication
SMS	Outgoing SMS to customers	Automatic after telephony setup
Email	Send and receive email via your own domain	Settings → Integrations → Email
Fleet tracking	GPS tracking of vehicles	Settings → Fleet
Meta Lead Ads	Automatic lead collection from Facebook/Instagram	Settings → Leads → Sources
Webhooks	Integration with external systems (in and out)	Settings → Leads / Billing
Danish data sources	Addresses, BBR, oblique photos, CVR	Automatic
Customer portal	Self-service for customers	Settings → General

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