Connect Just Invoice and Portal CX to Build Intelligent Automations
Enable Integrations or automations with these events of Just Invoice and Portal CX
Enable Integrations or automations with these events of Just Invoice and Portal CX
Actions
Create invoice
Create a new invoice with customer details, items, date, currency, and a 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 Portal CX accounts to viaSocket. Once connected, you can set up a workflow where an event in Just Invoice triggers actions in Portal CX (or vice versa).
Absolutely. You can customize how Just Invoice data is recorded in Portal CX. This includes choosing which data fields go into which fields of Portal CX, setting up custom formats, and filtering out unwanted information.
The data sync between Just Invoice and Portal CX 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 Portal CX. 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.
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About Portal CX
PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.
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