IntegrationsEasybillleapify
Easybill + leapify

Connect Easybill and leapify to Build Intelligent Automations

Choose a Trigger

Easybill

When this happens...

Choose an Action

leapify

Automatically do this!

Enable Integrations or automations with these events of Easybill and leapify

Enable Integrations or automations with these events of Easybill and leapify

Triggers

New Document Created

New Document Created

Triggered when a new Document is created in Easybill.

Project Updated

Project Updated

Triggered when an project is updated in Easybill.

New Project Created

New Project Created

Triggered when a new Project is created in Easybill.

Project Deleted

Project Deleted

Triggered when an project is deleted in Easybill.

New Task Created

New Task Created

Triggered when a new Task is created in Easybill.

Task Updated

Task Updated

Triggered when a Task is updated in Easybill.

Actions

Create Customer

Create Customer

Create a customer in a accout

Delete Customer

Delete Customer

Delete a Customer from account

Update Customer

Update Customer

Update a customer in a account.

Create Customer Groups

Create Customer Groups

Creates Customer Groups in a account.

Delete Customer Group

Delete Customer Group

Delete a customer group from account.

Update Customer Groups

Update Customer Groups

Updates Customer Group in a account.

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Frequently Asked Questions

How do I start an integration between Easybill and leapify?

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

Can we customize how data from Easybill is recorded in leapify?

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

How often does the data sync between Easybill and leapify?

The data sync between Easybill and leapify 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 Easybill to leapify?

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 Easybill and leapify?

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

About Easybill

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.

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leapify

About leapify

Leapify is a CRM platform to help business owners manage their Leads, Sales, Invoices, and Calendars.

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