Connect Factures and Wealthsimple 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!
- Request a new Action for Wealthsimple
Enable Integrations or automations with these events of Factures and Wealthsimple
Enable Integrations or automations with these events of Factures and Wealthsimple
Triggers
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.
Actions
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 Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Factures triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Factures data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between Factures and Wealthsimple 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 Wealthsimple. 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 Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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