Connect Libeo and Portal CX to Build Intelligent Automations
Enable Integrations or automations with these events of Libeo and Portal CX
Enable Integrations or automations with these events of Libeo and Portal CX
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
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Libeo and Portal CX accounts to viaSocket. Once connected, you can set up a workflow where an event in Libeo triggers actions in Portal CX (or vice versa).
Absolutely. You can customize how Libeo 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 Libeo 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 Libeo 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 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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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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