
When this happens...
New Flow
New Segment
New Checklist
New Banner
New Mobile Experiences
New Pins
New Launchpad
Automatically do this!
Get All Companies
Get All Contacts
Get Invoices
Get All Credit Notes
Get All Products
Create Company
Update Company
Create Contacts
Update Contact
Delete Company
Delete Contacts
Delete Invoices
Create Products
Finalize Invoice Status
Create Quotation
Finalize Quotation
Find Invoice Details
Find Company Details
Find Contact Details
Find Product Details
Create Credit Notes
Update Credit Note
Finalize Credit Notes Status
Get Recurring Invoices
Create Recurring Invoices
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve Appcues flows created within the last specified number of minutes.
Fetch segments created within the specified number of minutes.
Retrieve checklists created within the specified recent time window for the connected Appcues account.
Retrieve Appcues banners created within the past specified minutes for the connected account.
Fetch mobile experiences created in the last 24 hours for the connected Appcues account.
Retrieve Appcues pins created within the specified recent time window (e.g., last N minutes).
Action is the task that follows automatically within your Appcues integrations.
Update the name and/or description of an existing Appcues segment using its segment ID.
Creates a new segment.
Unpublish the selected flow so it is no longer active or visible to users.
Publish the specified Appcues flow to make it live for the account.
Updates the profile attributes for the selected group.
Updates the profile attributes for the selected user.

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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 Appcues and Factures accounts to viaSocket. Once connected, you can set up a workflow where an event in Appcues triggers actions in Factures (or vice versa).
Absolutely. You can customize how Appcues data is recorded in Factures. This includes choosing which data fields go into which fields of Factures, setting up custom formats, and filtering out unwanted information.
The data sync between Appcues and Factures 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 Appcues and Factures. 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.
Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
Learn MoreFactures is a comprehensive platform designed to streamline and simplify the process of managing invoices and billing. It offers tools for creating, sending, and tracking invoices, ensuring efficient financial operations for businesses of all sizes.
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