Connect Axonaut and okaysend to Build Intelligent Automations

Choose a Trigger

Axonaut

When this happens...

Choose an Action

okaysend

Automatically do this!

Enable Integrations or automations with these events of Axonaut and okaysend

Enable Integrations or automations with these events of Axonaut and okaysend

Triggers

New Company

New Company

Trigger when New Company created.

New Quotation

New Quotation

Trugger when new Quotation is created.

New Task

New Task

Trigger when new Task created.

New Expense

New Expense

Triggers when a new Expense is created.

New Invoice

New Invoice

This action creates a new invoice.

Request a new Trigger for Axonaut

Actions

Create Company

Create Company

Create a company in Axonaut via API

Create Quotation

Create Quotation

Create a Quotation

Create Event

Create Event

Create an Event

Create Task

Create Task

Create Task

Create Product

Create Product

Creates a product.

Create Employee

Create Employee

This action creates a new employee.

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Frequently Asked Questions

How do I start an integration between Axonaut and okaysend?

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

Can we customize how data from Axonaut is recorded in okaysend?

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

How often does the data sync between Axonaut and okaysend?

The data sync between Axonaut and okaysend 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 Axonaut to okaysend?

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 Axonaut and okaysend?

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

Axonaut

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

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okaysend

About okaysend

OkaySend simplifies the process of collecting documents and files from clients.

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