Connect invoicexpress and Streak to Build Intelligent Automations

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invoicexpress

When this happens...

Choose an Action

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Box

New Box

Triggered when a new box is created.

New Comment

New Comment

Triggers when a Comment is made on a Box in a Pipeline

New Contact

New Contact

Triggered when a new contact is created

New Task

New Task

Triggers when a Task is created.

Box Change Pipeline

Box Change Pipeline

Triggers when a Box is moved between Pipelines

Stage Created

Stage Created

Triggers when a new stage is created.

Do thisActions

Action is the task that follows automatically within your invoicexpress integrations.

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

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Frequently Asked Questions

How do I start an integration between invoicexpress and Streak?

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

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

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

How often does the data sync between invoicexpress and Streak?

The data sync between invoicexpress and Streak 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 Streak?

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 Streak?

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

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Streak

About Streak

Streak is a powerful CRM tool that integrates seamlessly with Gmail, allowing users to manage their customer relationships directly from their inbox. It offers features such as email tracking, pipeline management, and task automation to streamline your workflow.

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