Connect Just Invoice and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Just Invoice
Choose an Action
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update Lead
Create Or Update Linked Record
Update an Account
Search an User
Create Lead
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Add Event Member
Update Ticket
Search Leads
List Module Records
List Leads
Ready to use Just Invoice and Sangam CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Opportunity Created
Runs when opportunity created
New Ticket Created
Runs when new ticket is created
New Account Created
Runs when new account is created
New Task Created
Runs when new task is created
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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Step by step guides to integrate Just Invoice and Sangam CRM
Frequently Asked Questions
To start, connect both your Just Invoice and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Just Invoice triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Just Invoice data is recorded in Sangam CRM. This includes choosing which data fields go into which fields of Sangam CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Just Invoice and Sangam CRM 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 Sangam CRM. 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 Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
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