IntegrationsinvoicexpressSalesmate
invoicexpress + Salesmate

Connect invoicexpress and Salesmate to Build Intelligent Automations

Choose a Trigger

invoicexpress

When this happens...

Choose an Action

Salesmate

Automatically do this!

Enable Integrations or automations with these events of invoicexpress and Salesmate

Enable Integrations or automations with these events of invoicexpress and Salesmate

Actions

Get an Invoice Details

Get an Invoice Details

Get an invoice details from invoicexpress.

Get a Item Details

Get a Item Details

Get full details of the selected item.

Get a Client Details

Get a Client Details

get a client details from the InvoicExpress

Create Client

Create Client

create client for InvoicExpress

Delete Item

Delete Item

Delete items from the invoicexpress.

Finalize Invoice-Receipt

Finalize Invoice-Receipt

Finalizes an existing invoice

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between invoicexpress and Salesmate?

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

Can we customize how data from invoicexpress is recorded in Salesmate?

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

How often does the data sync between invoicexpress and Salesmate?

The data sync between invoicexpress and Salesmate 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 invoicexpress to Salesmate?

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 invoicexpress and Salesmate?

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

About invoicexpress

InvoiceXpress is online invoicing software that helps all businesses issue invoices in seconds, hassle free.

Learn More
Salesmate

About Salesmate

Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.

Learn More