Integrations invoicexpress yesinsights
invoicexpress + yesinsights

Connect invoicexpress and yesinsights to Build Intelligent Automations

Choose a Trigger

invoicexpress

When this happens...

Choose an Action

yesinsights

Automatically do this!

Enable Integrations or automations with these events of invoicexpress and yesinsights

Enable Integrations or automations with these events of invoicexpress and yesinsights

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 yesinsights?

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

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

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

How often does the data sync between invoicexpress and yesinsights?

The data sync between invoicexpress and yesinsights 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 yesinsights?

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 yesinsights?

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

About yesinsights

YesInsights allows you to create one-click surveys for your team or clients, giving you actionable feedback to move your business forward.

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