Connect AgentX and Easybill to Build Intelligent Automations

Choose a Trigger

AgentX

When this happens...

Choose an Action

Easybill

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Ready to use AgentX and Easybill automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New conversation arrives

New conversation arrives

Start a workflow for each new conversation received by the selected AgentX agent.

Get recent messages

Get recent messages

Retrieves messages from the selected conversation posted in the last few minutes.

Get recent agents

Get recent agents

Returns agents created within the selected time window, newest first.

Fetch recent agent messages

Fetch recent agent messages

Retrieve the agent's messages from the selected conversation that were sent recently.

New Document Created

New Document Created

Triggered when a new Document is created in Easybill.

Project Updated

Project Updated

Triggered when an project is updated in Easybill.

Do thisActions

Action is the task that follows automatically within your AgentX integrations.

Start a conversation

Start a conversation

Create a new chat with the selected agent so you can send messages and get responses.

Send message to agent

Send message to agent

Start a conversation with the selected agent and send your initial message.

Send a message

Send a message

Send a message from the chosen Agent into an existing conversation so the Agent can reply.

Create Customer

Create Customer

Create a customer in a accout

Delete Customer

Delete Customer

Delete a Customer from account

Update Customer

Update Customer

Update a customer in a account.

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Frequently Asked Questions

How do I start an integration between AgentX and Easybill?

To start, connect both your AgentX and Easybill accounts to viaSocket. Once connected, you can set up a workflow where an event in AgentX triggers actions in Easybill (or vice versa).

Can we customize how data from AgentX is recorded in Easybill?

Absolutely. You can customize how AgentX data is recorded in Easybill. This includes choosing which data fields go into which fields of Easybill, setting up custom formats, and filtering out unwanted information.

How often does the data sync between AgentX and Easybill?

The data sync between AgentX and Easybill typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from AgentX to Easybill?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between AgentX and Easybill?

Yes, you can set conditional logic to control the flow of data between AgentX and Easybill. 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.

AgentX

About AgentX

AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.

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Easybill

About Easybill

Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.

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