
When this happens...

Automatically do this!
Create Client
Send Document by Email
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new client is created in SpaceInvoice.
Trigger when a new document is created.
Triggered when a client is updated in SpaceInvoice.
Triggered when a client is deleted in SpaceInvoice.
Triggered when a new item is created in SpaceInvoice.
Trigger when a document is updated.
Action is the task that follows automatically within your Common Room integrations.
Adds an activity to a contact in your room.
Adds a contact to your room.
Get all the contact custom fields from Common Room
Get allActivity Types from Common Room
Get all segments from Common Room
Get all tags from Common Room.

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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 Common Room and Spaceinvoices accounts to viaSocket. Once connected, you can set up a workflow where an event in Common Room triggers actions in Spaceinvoices (or vice versa).
Absolutely. You can customize how Common Room data is recorded in Spaceinvoices. This includes choosing which data fields go into which fields of Spaceinvoices, setting up custom formats, and filtering out unwanted information.
The data sync between Common Room and Spaceinvoices 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 Common Room and Spaceinvoices. 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.
Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.
Learn MoreSpaceInvoice is a comprehensive invoicing platform designed to streamline billing processes for businesses of all sizes. It offers features such as customizable invoice templates, automated billing, and seamless integration with accounting software, making it an ideal solution for efficient financial management.
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