Integrationsinvoicexpressyoplanning
invoicexpress + yoplanning

Connect invoicexpress and yoplanning to Build Intelligent Automations

Choose a Trigger

invoicexpress

When this happens...

Choose an Action

yoplanning

Automatically do this!

Enable Integrations or automations with these events of invoicexpress and yoplanning

Enable Integrations or automations with these events of invoicexpress and yoplanning

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 yoplanning?

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

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

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

How often does the data sync between invoicexpress and yoplanning?

The data sync between invoicexpress and yoplanning 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 yoplanning?

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 yoplanning?

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

About yoplanning

Yoplanning is a schedule and booking system which helps hundreds of team to organise their activities and sell them.

Learn More