Connect Booqable and Vertex to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Update
New Customer
Updated Order
Reserved Order
Completed Payment
Finalize Invoice
Choose an Action
Automatically do this!
- Request a new Action for Vertex
Enable Integrations or automations with these events of Booqable and Vertex
Enable Integrations or automations with these events of Booqable and Vertex
Triggers
New Customer Update
Triggers when a new customer is update.
New Customer
Triggers when a new customer is added.
Updated Order
Triggers when an order is updated.
Reserved Order
Triggers when an order is reserved.
Completed Payment
Triggers when a payment is completed.
Finalize Invoice
Triggers when an invoice is finalized.
Actions
List All Customers
Retrieves the details of all customers
List All Users
Retrieves the details of all users
List All Products
Retrieves the details of all products
List All Provinces
Retrieves the details of all provinces
List All Payments
Retrieves the details of all payments
List All Orders
Retrieves the details of all orders
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Booqable and Vertex accounts to viaSocket. Once connected, you can set up a workflow where an event in Booqable triggers actions in Vertex (or vice versa).
Absolutely. You can customize how Booqable data is recorded in Vertex. This includes choosing which data fields go into which fields of Vertex, setting up custom formats, and filtering out unwanted information.
The data sync between Booqable and Vertex 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 Booqable and Vertex. 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.
About Booqable
Booqable is cloud-based rental software to manage your business and accept online bookings.
Learn MoreAbout Vertex
Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.
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