
When this happens...

Automatically do this!
Send a Team SMS
Send to Queue
Make a Call
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers your workflow when a Kixie voice call ends.
Notifies the configured webhook when a call begins, delivering key call details.
Action is the task that follows automatically within your Just Invoice integrations.
Create a new invoice with customer details, line items, date, currency, and a customer note.
Show details for a selected invoice
Finalize an invoice to lock its details and mark it as complete.
Mask an existing final invoice as paid.
Cancel an invoice
Remove an invoice from your account.

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To start, connect both your Just Invoice and KIXIE accounts to viaSocket. Once connected, you can set up a workflow where an event in Just Invoice triggers actions in KIXIE (or vice versa).
Absolutely. You can customize how Just Invoice data is recorded in KIXIE. This includes choosing which data fields go into which fields of KIXIE, setting up custom formats, and filtering out unwanted information.
The data sync between Just Invoice and KIXIE 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 KIXIE. 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 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 MoreSeamlessly integrated voice and powerful automation tools designed for high-performing sales and customer support teams.
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