Connect invoicexpress and salesoptima to Build Intelligent Automations
Enable Integrations or automations with these events of invoicexpress and salesoptima
Enable Integrations or automations with these events of invoicexpress and salesoptima
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 salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in invoicexpress triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how invoicexpress data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between invoicexpress and salesoptima 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 salesoptima. 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 salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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