Connect invoice2go with 2100+ apps

Integrate invoice2go with your favorite apps

The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.

If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.

Real-world use cases of invoice2go integrations

See how invoice2go integrates with popular apps to automate tasks and streamline your workflow.

Sync form responses automatically to a spreadsheet for instant data capture

Send Slack notifications whenever a new row is added or updated in Sheets

Trigger email campaigns in Mailchimp when a new contact is added to a sheet

Create CRM contacts in HubSpot directly from new Google Sheets entries

Generate and save PDF reports to Google Drive from spreadsheet data

Automatically back up database records to a Google Sheet on a daily schedule

invoice2go
invoice2go
Slack
Gmail
HubSpot
Notion
Shopify
Airtable
+2,100+ more apps

How to get started with invoice2go automations

Automate when something happens in invoice2go

Login -> Create new flow -> Select trigger -> Search invoice2go -> Choose the trigger from the list

Take action in invoice2go when something happens in an app or you want to add step in flow

Login -> Create new flow -> Select action -> Search invoice2go -> Choose the action from the list

Trigger

invoice2go

Action

invoice2go

Need help building your workflow?

Get instant answers from our AI assistant or connect with a support specialist anytime.

Frequently Asked Questions

What can I automate between Invoice2go and other apps?

Common automations include creating invoices from completed work or won estimates, syncing customers from forms/CRM, sending payment reminders, recording payments in accounting, and updating dashboards for cash flow.

Do I need to write code to set these automations up?

No. viaSocket provides a visual workflow builder and pre-built actions for Invoice2go so non-technical users can create, test and run automations without coding.

Can viaSocket use AI to improve Invoice2go workflows?

Yes. viaSocket can apply AI to summarize job notes into invoice line items, classify expenses, or draft customer messages—then push the results into Invoice2go for review or automatic sending.

Will automating Invoice2go handle payments and refunds?

Automations can trigger Invoice2go payment requests and update systems when payments are recorded. Refunds and sensitive payment actions still follow your configured Invoice2go settings and approvals.

How secure is data when connecting Invoice2go through viaSocket?

viaSocket uses encrypted connections and follows best-practice access controls. Integrations request only the permissions required for each workflow and you can revoke access at any time.

invoice2go

About invoice2go

Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.

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viaSocket

About viaSocket

viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.

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