Connect Libeo and LionDesk to Build Intelligent Automations

Choose a Trigger

Libeo

When this happens...

Choose an Action

LionDesk

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created in Liondesk.

Request a new Trigger for Libeo

Do thisActions

Action is the task that follows automatically within your Libeo integrations.

Delete Invoice

Delete Invoice

Deletes an invoice

Create Invoice

Create Invoice

Creates an Invoice ready to be paid.

Create Supplier

Create Supplier

Creates a new supplier

Search Supplier

Search Supplier

Search supplier by its name, siret or siren

Create Contact

Create Contact

Creates a new contact in Liondesk.

Start Campaign

Start Campaign

Start an existing campaign for a contact.

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Frequently Asked Questions

How do I start an integration between Libeo and LionDesk?

To start, connect both your Libeo and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Libeo triggers actions in LionDesk (or vice versa).

Can we customize how data from Libeo is recorded in LionDesk?

Absolutely. You can customize how Libeo data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Libeo and LionDesk?

The data sync between Libeo and LionDesk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Libeo to LionDesk?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Libeo and LionDesk?

Yes, you can set conditional logic to control the flow of data between Libeo and LionDesk. 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.

Libeo

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.

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LionDesk

About LionDesk

LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.

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