Connect Factures and OnePage CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
Invoive Paid
New Invoice
New Credit Note
New Contact
New Product
Choose an Action
Automatically do this!
Create Contact hold
Create Call
Create Deal
Create Note
Create Action
Update Deal
Find Contact
Find Deal
Find User
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Trigger's when new company added.
Invoive Paid
Trigger's when an invoice status is updated to "paid".
New Invoice
Trigger's when new invoice created.
New Credit Note
Trigger's when a new credit note is created.
New Contact
Trigger's when new contact is created.
New Product
Trigger's when new product is created.
Do thisActions
Action is the task that follows automatically within your Factures integrations.
Get All Companies
get comapnies details
Get All Contacts
get all contacts with details
Get Invoices
get all existing invoice in factures
Get All Credit Notes
get credit notes companies
Get All Products
get all products from the factures
Create Company
create a new company
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Frequently Asked Questions
To start, connect both your Factures and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Factures triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how Factures data is recorded in OnePage CRM. This includes choosing which data fields go into which fields of OnePage CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Factures and OnePage CRM 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 Factures and OnePage CRM. 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 Factures
Factures is a comprehensive platform designed to streamline and simplify the process of managing invoices and billing. It offers tools for creating, sending, and tracking invoices, ensuring efficient financial operations for businesses of all sizes.
Learn MoreAbout OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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