
When this happens...

Automatically do this!
Create Contact
Create an Income Invoice
Create an Income Ticket
Enable Integrations or automations with these events of Tess and Quipu
Searches for agents and returns a list of matching agents with their key details.
Runs the Tess assistant and returns the content it creates.
Creates a contact.
creates an income invoice
creates an income ticket
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Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Tess and Quipu accounts to viaSocket. Once connected, you can set up a workflow where an event in Tess triggers actions in Quipu (or vice versa).
Absolutely. You can customize how Tess data is recorded in Quipu. This includes choosing which data fields go into which fields of Quipu, setting up custom formats, and filtering out unwanted information.
The data sync between Tess and Quipu typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Tess and Quipu. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
Learn MoreQuipu is a comprehensive financial management platform designed to streamline accounting, invoicing, and expense tracking for small to medium-sized businesses. It offers a user-friendly interface and robust features to help businesses manage their finances efficiently.
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