Integrations invoicexpress White Swan
invoicexpress + White Swan

Connect invoicexpress and White Swan to Build Intelligent Automations

Choose a Trigger

invoicexpress

When this happens...

Choose an Action

White Swan

Automatically do this!

Enable Integrations or automations with these events of invoicexpress and White Swan

Enable Integrations or automations with these events of invoicexpress and White Swan

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 White Swan?

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

Can we customize how data from invoicexpress is recorded in White Swan?

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

How often does the data sync between invoicexpress and White Swan?

The data sync between invoicexpress and White Swan 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 White Swan?

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 White Swan?

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

About White Swan

White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.

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