Connect invoicexpress and Portal CX to Build Intelligent Automations
Enable Integrations or automations with these events of invoicexpress and Portal CX
Enable Integrations or automations with these events of invoicexpress and Portal CX
Actions
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 Portal CX accounts to viaSocket. Once connected, you can set up a workflow where an event in invoicexpress triggers actions in Portal CX (or vice versa).
Absolutely. You can customize how invoicexpress data is recorded in Portal CX. This includes choosing which data fields go into which fields of Portal CX, setting up custom formats, and filtering out unwanted information.
The data sync between invoicexpress and Portal CX 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 Portal CX. 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.
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About Portal CX
PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.
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