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

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
Action

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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.
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.
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.
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.
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 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.
Learn MoreviaSocket 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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