Connect Libeo and Salesdash CRM to Build Intelligent Automations

Choose a Trigger

Libeo

When this happens...

Choose an Action

Salesdash CRM

Automatically do this!

Enable Integrations or automations with these events of Libeo and Salesdash CRM

Enable Integrations or automations with these events of Libeo and Salesdash CRM

Actions

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

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Frequently Asked Questions

How do I start an integration between Libeo and Salesdash CRM?

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

Can we customize how data from Libeo is recorded in Salesdash CRM?

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

How often does the data sync between Libeo and Salesdash CRM?

The data sync between Libeo and Salesdash CRM 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 Salesdash CRM?

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 Salesdash CRM?

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

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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Salesdash CRM

About Salesdash CRM

Salesdash CRM helps small businesses grow sales with our simple client management software.

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