
When this happens...
New Highlight Created
Session Ends

Automatically do this!
Create Invoice
Get invoice details
Finalize invoice
Mark Invoice Paid
Cancel an invoice
Delete invoice
When this happensTriggers
A trigger is an event that starts a workflow.
runs when New Highlight Created
runs when Session Ends
Action is the task that follows automatically within your Hedy AI integrations.
Get a session's details, including transcript, conversation and meeting minutes
Get a highlight's original quote, cleaned quote, and AI insights.
Create a new invoice with customer details, line items, date, currency, and a customer note.
Show details for a selected invoice
Finalize an invoice to lock its details and mark it as complete.
Mask an existing final invoice as paid.
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To start, connect both your Hedy AI and Just Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in Hedy AI triggers actions in Just Invoice (or vice versa).
Absolutely. You can customize how Hedy AI 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 Hedy AI 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 Hedy AI 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.
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
Learn MoreJust 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.
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