IntegrationsinvoicexpressTactful UCX
invoicexpress + Tactful UCX

Connect invoicexpress and Tactful UCX to Build Intelligent Automations

Choose a Trigger

invoicexpress

When this happens...

Choose an Action

Tactful UCX

Automatically do this!

Enable Integrations or automations with these events of invoicexpress and Tactful UCX

Enable Integrations or automations with these events of invoicexpress and Tactful UCX

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

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Frequently Asked Questions

How do I start an integration between invoicexpress and Tactful UCX?

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

Can we customize how data from invoicexpress is recorded in Tactful UCX?

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

How often does the data sync between invoicexpress and Tactful UCX?

The data sync between invoicexpress and Tactful UCX 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 Tactful UCX?

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 Tactful UCX?

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

About Tactful UCX

Tactful Unified Cognitive Customer Experience Platform is the next generation omnichannel customer experience technology that helps your business achieve the best results across touchpoints using AI and data centric approach.

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