
When this happens...
New Contact

Automatically do this!
Delete Invoice
Create Invoice
Create Supplier
Search Supplier
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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To start, connect both your LionDesk and Libeo accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in Libeo (or vice versa).
Absolutely. You can customize how LionDesk data is recorded in Libeo. This includes choosing which data fields go into which fields of Libeo, setting up custom formats, and filtering out unwanted information.
The data sync between LionDesk and Libeo 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 Libeo. 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 MoreLibeo 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.
Learn More