Connect Enrich CRM and Just Invoice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Enrich CRM
Choose an Action
Automatically do this!
Create Invoice
Get invoice details
Finalize invoice
Mark Invoice Paid
Cancel an invoice
Delete invoice
Enable Integrations or automations with these events of Enrich CRM and Just Invoice
Enable Integrations or automations with these events of Enrich CRM and Just Invoice
Actions
Enrich Person & Company
Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.
Create Invoice
Create a new invoice with customer details, line items, date, currency, and a customer note.
Get invoice details
Show details for a selected invoice
Finalize invoice
Finalize an invoice to lock its details and mark it as complete.
Mark Invoice Paid
Mask an existing final invoice as paid.
Cancel an invoice
Cancel an invoice
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Frequently Asked Questions
To start, connect both your Enrich CRM and Just Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in Enrich CRM triggers actions in Just Invoice (or vice versa).
Absolutely. You can customize how Enrich CRM data is recorded in Just Invoice. This includes choosing which data fields go into which fields of Just Invoice, setting up custom formats, and filtering out unwanted information.
The data sync between Enrich CRM and Just Invoice 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 Enrich CRM and Just Invoice. 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 Enrich CRM
Enrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.
Learn MoreAbout Just Invoice
Just Invoice is a comprehensive invoicing solution designed to streamline billing processes for businesses of all sizes. With features like customizable templates, automated reminders, and detailed reporting, it simplifies financial management and enhances cash flow efficiency.
Learn More
