Connect Fakturoid and salesboard to Build Intelligent Automations

Choose a Trigger

Fakturoid

When this happens...

Choose an Action

salesboard

Automatically do this!

Enable Integrations or automations with these events of Fakturoid and salesboard

Enable Integrations or automations with these events of Fakturoid and salesboard

Actions

Create Invoice

Create Invoice

Generates a new invoice in Fakturoid.

Create Subject

Create Subject

Creates a subject in account.

Get Subject

Get Subject

Get an existing subject by id in account.

Update Invoice

Update Invoice

Updates a invoice in Fakturoid.

Get Invoice

Get Invoice

Get an existing invoice by id in Fakturoid.

Delete Invoice

Delete Invoice

Delete an existing invoice by id in Fakturoid.

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Frequently Asked Questions

How do I start an integration between Fakturoid and salesboard?

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

Can we customize how data from Fakturoid is recorded in salesboard?

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

How often does the data sync between Fakturoid and salesboard?

The data sync between Fakturoid and salesboard 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 Fakturoid to salesboard?

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 Fakturoid and salesboard?

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

Fakturoid

About Fakturoid

Fakturoid is an online invoicing and accounting platform designed to simplify financial management for small businesses and freelancers. It offers features such as automated invoicing, expense tracking, and financial reporting, making it easier to manage your business finances efficiently.

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salesboard

About salesboard

Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.

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