Connect invoicexpress and upnify to Build Intelligent Automations

Choose a Trigger

invoicexpress

When this happens...

Choose an Action

upnify

Automatically do this!

Enable Integrations or automations with these events of invoicexpress and upnify

Enable Integrations or automations with these events of invoicexpress and upnify

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 upnify?

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

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

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

How often does the data sync between invoicexpress and upnify?

The data sync between invoicexpress and upnify 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 upnify?

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 upnify?

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

About upnify

Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.

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