When this happens...
New Company
Invoive Paid
New Invoice
New Credit Note
New Contact
New Product

Automatically do this!
Enable Integrations or automations with these events of Factures and The Value Builder System
Trigger's when new company added.
Trigger's when an invoice status is updated to "paid".
Trigger's when new invoice created.
Trigger's when a new credit note is created.
Trigger's when new contact is created.
Trigger's when new product is created.
get comapnies details
get all contacts with details
get all existing invoice in factures
get credit notes companies
get all products from the factures
create a new company
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To start, connect both your Factures and The Value Builder System accounts to viaSocket. Once connected, you can set up a workflow where an event in Factures triggers actions in The Value Builder System (or vice versa).
Absolutely. You can customize how Factures data is recorded in The Value Builder System. This includes choosing which data fields go into which fields of The Value Builder System, setting up custom formats, and filtering out unwanted information.
The data sync between Factures and The Value Builder System 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 The Value Builder System. 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.
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 MoreValue Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.
Learn More