Integrations invoice2go processplan
invoice2go + processplan

Connect invoice2go and processplan to Build Intelligent Automations

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invoice2go

When this happens...

Choose an Action

processplan

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Frequently Asked Questions

How do I start an integration between invoice2go and processplan?

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

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

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

How often does the data sync between invoice2go and processplan?

The data sync between invoice2go and processplan 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 processplan?

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 processplan?

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

About processplan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

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