Connect invoicexpress and ShareFile to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for invoicexpress
Choose an Action
Automatically do this!
Add Note
Add URL
Create Client User
Create Folder
Ready to use invoicexpress and ShareFile automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client 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 ShareFile accounts to viaSocket. Once connected, you can set up a workflow where an event in invoicexpress triggers actions in ShareFile (or vice versa).
Absolutely. You can customize how invoicexpress data is recorded in ShareFile. This includes choosing which data fields go into which fields of ShareFile, setting up custom formats, and filtering out unwanted information.
The data sync between invoicexpress and ShareFile 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 ShareFile. 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 ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
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