Connect invoice2go and LiveAgent to Build Intelligent Automations

Choose a Trigger

invoice2go

When this happens...

Choose an Action

LiveAgent

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Enable Integrations or automations with these events of invoice2go and LiveAgent

Enable Integrations or automations with these events of invoice2go and LiveAgent

Triggers

New Customer

New Customer

Triggers when a new customer is added.

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Actions

List Customers

List Customers

Get details of all customers.

List Conversations

List Conversations

Get details of all conversations.

Add New Customer

Add New Customer

Add new customer in LiveAgent.

Add Customer to Group

Add Customer to Group

Add a customer to an existing group.

Remove Customer From Group

Remove Customer From Group

Removes customer form a particular group.

List Companies

List Companies

Retrieve list of companies

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Frequently Asked Questions

How do I start an integration between invoice2go and LiveAgent?

To start, connect both your invoice2go and LiveAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in invoice2go triggers actions in LiveAgent (or vice versa).

Can we customize how data from invoice2go is recorded in LiveAgent?

Absolutely. You can customize how invoice2go data is recorded in LiveAgent. This includes choosing which data fields go into which fields of LiveAgent, setting up custom formats, and filtering out unwanted information.

How often does the data sync between invoice2go and LiveAgent?

The data sync between invoice2go and LiveAgent 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 invoice2go to LiveAgent?

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 invoice2go and LiveAgent?

Yes, you can set conditional logic to control the flow of data between invoice2go and LiveAgent. 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.

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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LiveAgent

About LiveAgent

LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.

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