Connect invoicexpress and Platoforms to Build Intelligent Automations
Ready to use invoicexpress and Platoforms automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Form Created
Trigger when a new form is created.
Do thisActions
Action is the task that follows automatically within your invoicexpress integrations.
Get an Invoice Details
Get an invoice details from invoicexpress.
Get a Item Details
Get full details of the selected item.
Get a Client Details
get a client details from the InvoicExpress
Create Client
create client for InvoicExpress
Delete Item
Delete items from the invoicexpress.
Finalize Invoice-Receipt
Finalizes an existing invoice
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Frequently Asked Questions
To start, connect both your invoicexpress and Platoforms accounts to viaSocket. Once connected, you can set up a workflow where an event in invoicexpress triggers actions in Platoforms (or vice versa).
Absolutely. You can customize how invoicexpress data is recorded in Platoforms. This includes choosing which data fields go into which fields of Platoforms, setting up custom formats, and filtering out unwanted information.
The data sync between invoicexpress and Platoforms 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 invoicexpress and Platoforms. 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.
About invoicexpress
InvoiceXpress is online invoicing software that helps all businesses issue invoices in seconds, hassle free.
Learn MoreAbout Platoforms
PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.
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