Connect Just Invoice and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Just Invoice
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Just Invoice and BoardCRM
Enable Integrations or automations with these events of Just Invoice and BoardCRM
Actions
Create Invoice
Create a new invoice with customer details, line items, date, currency, and a customer note.
Get invoice details
Show details for a selected invoice
Finalize invoice
Finalize an invoice to lock its details and mark it as complete.
Mark Invoice Paid
Mask an existing final invoice as paid.
Cancel an invoice
Cancel an invoice
Delete invoice
Remove an invoice from your account.
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Frequently Asked Questions
To start, connect both your Just Invoice and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Just Invoice triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Just Invoice data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Just Invoice and BoardCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Just Invoice and BoardCRM. 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.
About Just Invoice
Just Invoice is a comprehensive invoicing solution designed to streamline billing processes for businesses of all sizes. With features like customizable templates, automated reminders, and detailed reporting, it simplifies financial management and enhances cash flow efficiency.
Learn MoreAbout BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
Learn More
