Connect KanbanFlow and Just Invoice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Is Created
Task Is Moved
Choose an Action
Automatically do this!
Create Invoice
Get invoice details
Finalize invoice
Mark Invoice Paid
Cancel an invoice
Delete invoice
Ready to use KanbanFlow and Just Invoice automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Is Created
Runs when New Task Is Created
Task Is Moved
Runs when Task Is Moved between columns or swimlanes
Do thisActions
Action is the task that follows automatically within your KanbanFlow integrations.
Create Task
Create a task in a column or swimlane
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
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Frequently Asked Questions
To start, connect both your KanbanFlow and Just Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in KanbanFlow triggers actions in Just Invoice (or vice versa).
Absolutely. You can customize how KanbanFlow data is recorded in Just Invoice. This includes choosing which data fields go into which fields of Just Invoice, setting up custom formats, and filtering out unwanted information.
The data sync between KanbanFlow and Just Invoice 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 KanbanFlow and Just Invoice. 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 KanbanFlow
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
Learn MoreAbout 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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