
When this happens...
New Document Created
Project Updated
New Project Created
Project Deleted
New Task Created
Task Updated
Task Deleted
New SEPA Payment Created
SEPA Payment Updated
SEPA Payment Deleted
New Position Created
Position Updated
Position Deleted
Post Box Created
Post Box Updated
Post Box Delete
Post Box Fail
New Customer Created
Customer Update
Customer Delete
New Contact Created
Contact Update
Contact Delete
Document Update
Document Completed
Document Payment Add
Document Payment Delete

Automatically do this!
Create Record
Update Record
Delete Record/s
Create Table
List Team's
Update an Team
Delete Team
Find or Create Record
Create or Update Record
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new Document is created in Easybill.
Triggered when an project is updated in Easybill.
Triggered when a new Project is created in Easybill.
Triggered when an project is deleted in Easybill.
Triggered when a new Task is created in Easybill.
Triggered when a Task is updated in Easybill.
Action is the task that follows automatically within your Easybill integrations.
Create a customer in a accout
Delete a Customer from account
Update a customer in a account.
Creates Customer Groups in a account.
Delete a customer group from account.
Updates Customer Group in a account.

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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 Easybill and Grist accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybill triggers actions in Grist (or vice versa).
Absolutely. You can customize how Easybill data is recorded in Grist. This includes choosing which data fields go into which fields of Grist, setting up custom formats, and filtering out unwanted information.
The data sync between Easybill and Grist 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 Easybill and Grist. 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.
Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
Learn MoreGrist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
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