Automation · System integration
Raynet CRM automation: leads, invoices and reports without retyping
Website enquiries, invoices from won deals and management reports that flow into and out of Raynet on their own. We build the integration on Raynet’s official API and webhooks, so your sales team keeps working in Raynet, just without retyping.
Raynet API, webhooks and MCP: what they can do
Based on the documentation of Raynet and the connected systems. What exactly works for you depends on your Raynet plan and user permissions. We verify this in the audit.
Interface: Raynet API
REST API (JSON) for clients, contact persons, leads, deals, quotes, orders, invoices, products, projects and activities. Records can be looked up by external ID, such as a number from the accounting software.
Webhooks and custom action buttons
Webhooks report changes to records, so the integration reacts right away and doesn’t have to keep polling Raynet. A custom action button sends the record ID to an external scenario, for example in an integration platform.
Built-in automations
Triggers on creating, editing or changing the status of a record, and time-based ones. Tasks, reminders and status changes inside Raynet without programming.
Leads and web forms
The API can create a lead with an optional e-mail notification, which Raynet recommends for web forms. A duplicate lead can be merged, and a qualified lead converted into a client or a deal.
Invoices: off-the-shelf integrations
Off-the-shelf integrations with Fakturoid and iDoklad. For POHODA, ABRA Flexi and ABRA Gen there are Dativery connectors that transfer orders and can optionally issue an invoice from them. A deal can send both an invoice and a proforma invoice to Fakturoid.
Custom accounting integration: Money S3, ABRA Flexi, POHODA
Where an off-the-shelf integration is missing or not enough, we connect via the accounting software’s interface: the API in Money S3, REST API and webhooks in ABRA Flexi, XML and mServer in POHODA. We match clients by company ID and external ID.
E-shop and e-mail marketing
Shoptet sends completed orders to Raynet via an off-the-shelf add-on. Contacts go to Ecomail or SmartEmailing via off-the-shelf integrations. We connect other e-shops via their API.
Reporting
Reports in Looker Studio or Power BI built on Raynet data.
AI: Raynet MCP server
Raynet’s official MCP server for AI assistants. Raynet tested it with, among others, Claude Code, ChatGPT and Cursor. The AI key can be restricted to read-only, or allowed to read and write.
On the Start plan? In the audit we tell you whether an off-the-shelf integration is enough or whether a higher plan pays off.
Sound familiar?
CRM automation usually doesn’t mean a new system. You already pay for Raynet. It’s just that a person carries data into it and nothing flows back out.
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“We have Raynet, but half of our stuff is still in Excel.”
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“Website enquiries go to info@ and someone has to retype them.”
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“The sales rep doesn’t know the client has an unpaid invoice.”
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“We have the same company in Raynet three times, and half of them no longer exist.”
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“Every month I put together the report for my boss by hand.”
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“We’ve run out of automations in Raynet and it can’t send data anywhere else.”
Flow
How an enquiry flows from the website to a paid invoice
Raynet stays the place where sales works. The integration takes over the routine around it. Decisions about deals stay with people.
- 01
Enquiry
A web form or an e-mail creates a lead in Raynet with its source and company ID (IČO). The sales rep gets a notification.
Person: The sales rep gets a task and follows up.
- 02
Qualification
Company details are filled in from the ARES business register based on the company ID. A duplicate lead is merged with the one already in Raynet.
Person: Decides whether to convert the lead into a client and a deal.
- 03
Deal
A deal with line items and a quote in Raynet. A button on the record triggers the next step, such as a contract.
Person: Negotiates the terms and closes the deal.
- 04
Invoice
A won deal produces an invoice in the accounting software. The client is matched by company ID and external ID, not by name.
Person: The accountant only handles the exceptions the integration reports.
- 05
Payment and report
The payment status goes back to Raynet. Overnight, the data goes into the management overview.
Person: The sales rep chases only those who have not paid.
Raynet integrations and automations we build
You don’t have to take everything. We start with what slows you down the most.
Website leads straight into Raynet
Web form, e-mail to info@ or Facebook Lead Ads: the enquiry is created in Raynet as a lead with its source, owner and a task for the sales rep. Before writing, we check by company ID and e-mail whether the company is already in Raynet.
Company details from the company ID in your CRM
The sales rep enters only the company ID (IČO). We fill in the name, registered address, legal form and CZ-NACE industry from ARES. Overnight we watch for dissolved companies, insolvencies and duplicates and create a task for the record owner.
Deal → invoice → payment back
A won deal issues an invoice in Fakturoid, iDoklad, POHODA, Money S3 or ABRA Flexi. The payment status goes back to Raynet, so the sales rep sees who has not paid.
Custom action buttons
One click from a record in Raynet: generate a contract, create a project or send an order to production. The button passes the record on and the next step runs on its own.
E-shop and e-mail marketing
Orders from Shoptet or WooCommerce as deals in Raynet. Contacts and segments into Ecomail or SmartEmailing without exports to Excel.
Management reporting
A dashboard in Looker Studio or Power BI with Raynet data, refreshed every night, and a morning overview by e-mail, including invoices from accounting.
AI assistant on top of Raynet via MCP
We connect Claude or ChatGPT to Raynet’s official MCP server. We set what the AI may read and what it may write. Writes only after a person confirms.
When you don’t need us
We don’t sell Raynet licenses. When an off-the-shelf integration or what you already have in Raynet is enough, we tell you.
- You’re on the Start plan and don’t want to change it
- Start has no API or webhooks, so a custom integration is not possible on it. Often an off-the-shelf integration you turn on yourself in Raynet is enough.
- You only need an invoice from a deal in Fakturoid
- Raynet has an off-the-shelf integration for that, which you turn on yourself. Fakturoid also describes ready-made scenarios for invoices and payments back into Raynet. If that is enough for you, you don’t need us.
- You want tasks and reminders only inside Raynet
- Raynet’s built-in automations handle that. First we turn on what you already pay for. We add an integration with another system only when that is not enough.
- You only want to fill in company details
- Raynet has an off-the-shelf integration with Merk.cz. For a one-off check of a list of company IDs, our Bulk company ID (IČO) check tool is enough.
How it works
- 01
Free audit
30 minutes. We go through what you use today and what slows you down.
- 02
Proposal
We tell you what makes sense to tackle, what you can leave out and how much it will cost.
- 03
Rollout
We set it up, connect it and migrate the data. We show your team how to work with it.
- 04
Handover
We hand over the finished solution and agree whether you also want ongoing maintenance.
Frequently asked questions
Which Raynet plan do we need?
Aren’t Raynet’s built-in automations enough?
Can you connect a web form to Raynet?
Is there an off-the-shelf connector for our system?
Can you connect Raynet with Money S3?
Can you connect AI to Raynet?
Is it secure?
Are you a Raynet partner?
How much does it cost and how long does it take?
Related
System integration
E-shop, CRM, POS and accounting that pass data to each other on their own.
MorePOHODA integration
Orders, warehouse, invoices and reports connected to POHODA.
MoreData migration and cleansing
Contacts in Raynet without duplicates, company IDs verified in ARES.
MoreBulk company ID (IČO) check
Check a whole list of company IDs in ARES at once.
MoreEnquiry — Raynet CRM
Tell us what you are dealing with. We start with a free 30-minute audit.