Connect Just Invoice and CallTrackingMetrics to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Just Invoice
Choose an Action
Automatically do this!
Create Contact List
Send SMS
List Tracking Numbers
Ready to use Just Invoice and CallTrackingMetrics automations
Trigger an AI plugin action from a webhook and return the result
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
Do thisActions
Action is the task that follows automatically within your Just Invoice integrations.
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 CallTrackingMetrics accounts to viaSocket. Once connected, you can set up a workflow where an event in Just Invoice triggers actions in CallTrackingMetrics (or vice versa).
Absolutely. You can customize how Just Invoice data is recorded in CallTrackingMetrics. This includes choosing which data fields go into which fields of CallTrackingMetrics, setting up custom formats, and filtering out unwanted information.
The data sync between Just Invoice and CallTrackingMetrics 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 CallTrackingMetrics. 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 CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
Learn More
