Connect Just Invoice and Close to Build Intelligent Automations

Choose a Trigger

Just Invoice

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Just Invoice and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

Action is the task that follows automatically within your Just Invoice integrations.

Create Invoice

Create Invoice

Create a new invoice with customer details, line items, date, currency, and a customer note.

Get invoice details

Get invoice details

Show details for a selected invoice

Finalize invoice

Finalize invoice

Finalize an invoice to lock its details and mark it as complete.

Mark Invoice Paid

Mark Invoice Paid

Mask an existing final invoice as paid.

Cancel an invoice

Cancel an invoice

Cancel an invoice

Delete invoice

Delete invoice

Remove an invoice from your account.

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Frequently Asked Questions

How do I start an integration between Just Invoice and Close?

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

Can we customize how data from Just Invoice is recorded in Close?

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

How often does the data sync between Just Invoice and Close?

The data sync between Just Invoice and Close 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 Just Invoice to Close?

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 Just Invoice and Close?

Yes, you can set conditional logic to control the flow of data between Just Invoice and Close. 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.

Just Invoice

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.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More