Connect Libeo and Wealthsimple to Build Intelligent Automations

Choose a Trigger

Libeo

When this happens...

Choose an Action

Wealthsimple

Automatically do this!

Enable Integrations or automations with these events of Libeo and Wealthsimple

Enable Integrations or automations with these events of Libeo and Wealthsimple

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

Request a new Action for Libeo

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Frequently Asked Questions

How do I start an integration between Libeo and Wealthsimple?

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

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

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

How often does the data sync between Libeo and Wealthsimple?

The data sync between Libeo and Wealthsimple 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 Wealthsimple?

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 Wealthsimple?

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

About Wealthsimple

Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.

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