
When this happens...
New Product Insight Generated

Automatically do this!
Get an Invoice Details
Get a Item Details
Get a Client Details
Create Client
Delete Item
Finalize Invoice-Receipt
Generate Invoice PDF
Create Items
Create Tax
List all Taxes
List All Invoices
Update Client
Update Item
Create new Invoice
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new product insight is generated
Action is the task that follows automatically within your ClosedLoop AI integrations.
Send customer feedback to ClosedLoop AI to extract product insights.
Get an invoice details from invoicexpress.
Get full details of the selected item.
get a client details from the InvoicExpress
create client for InvoicExpress
Delete items from the invoicexpress.

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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 ClosedLoop AI and invoicexpress accounts to viaSocket. Once connected, you can set up a workflow where an event in ClosedLoop AI triggers actions in invoicexpress (or vice versa).
Absolutely. You can customize how ClosedLoop AI data is recorded in invoicexpress. This includes choosing which data fields go into which fields of invoicexpress, setting up custom formats, and filtering out unwanted information.
The data sync between ClosedLoop AI and invoicexpress 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 ClosedLoop AI and invoicexpress. 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.
ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.
Learn MoreInvoiceXpress is online invoicing software that helps all businesses issue invoices in seconds, hassle free.
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