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When this happensTriggers
A trigger is an event that starts a workflow.
New task created.
New task updated
Trigger when new invoice is created
Trigger when new invoice is created
Trigger when new deal is created.
Trigger when new deal is updated.
Action is the task that follows automatically within your invoicexpress integrations.
Get an invoice details from invoicexpress.
Get full details of the selected item.
get a client details from the InvoicExpress
create client for InvoicExpress
Delete items from the invoicexpress.
Finalizes an existing invoice

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your invoicexpress and Productive.io accounts to viaSocket. Once connected, you can set up a workflow where an event in invoicexpress triggers actions in Productive.io (or vice versa).
Absolutely. You can customize how invoicexpress data is recorded in Productive.io. This includes choosing which data fields go into which fields of Productive.io, setting up custom formats, and filtering out unwanted information.
The data sync between invoicexpress and Productive.io 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 Productive.io. 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.
InvoiceXpress is online invoicing software that helps all businesses issue invoices in seconds, hassle free.
Learn MoreProductive is a project management tool that includes everything you need to run a profitable agency.
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