Connect Libeo and CRM.io to Build Intelligent Automations
Enable Integrations or automations with these events of Libeo and CRM.io
Enable Integrations or automations with these events of Libeo and CRM.io
Actions
Delete Invoice
Deletes an invoice
Create Invoice
Creates an Invoice ready to be paid.
Create Supplier
Creates a new supplier
Search Supplier
Search supplier by its name, siret or siren
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
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Frequently Asked Questions
To start, connect both your Libeo and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Libeo triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Libeo data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Libeo and CRM.io 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 Libeo and CRM.io. 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 Libeo
Libeo is a platform designed to simplify and automate the management of invoices and payments for businesses. It offers a seamless way to handle accounts payable and receivable, making financial operations more efficient and less time-consuming.
Learn MoreAbout CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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