
When this happens...
New Contact

Automatically do this!
Create Invoice
Create Subject
Get Subject
Update Invoice
Get Invoice
Delete Invoice
Create Payment
Delete Invoice Payment
Create Gererator
Update Gererator
Get Gererator
Delete Gererator
Create Recurring Generators
Update Recurring Generators
Activate Recurring Generator
Pause Recurring Generator
Get Recurring Generator
Delete Recurring Generator
Todo Toggle Completion
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created in Liondesk.
Action is the task that follows automatically within your LionDesk integrations.
Creates a new contact in Liondesk.
Start an existing campaign for a contact.
Update the hotness of a contact.
Search for a contact in your LionDesk account.
Get a list of all campaigns.
Get a list of all contacts.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your LionDesk and Fakturoid accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in Fakturoid (or vice versa).
Absolutely. You can customize how LionDesk data is recorded in Fakturoid. This includes choosing which data fields go into which fields of Fakturoid, setting up custom formats, and filtering out unwanted information.
The data sync between LionDesk and Fakturoid 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 LionDesk and Fakturoid. 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.
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.
Learn MoreFakturoid is an online invoicing and accounting platform designed to simplify financial management for small businesses and freelancers. It offers features such as automated invoicing, expense tracking, and financial reporting, making it easier to manage your business finances efficiently.
Learn More