Enable Integrations or automations with these events of Nibo and Leadsquared
Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.
Create a new employee record with contact, address, bank, and company details.
Create a cost center using the provided description.
Shows the account statement for a selected account and date range.
Create a lead in LeadSquared
Find a lead using email id
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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 Nibo and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in Nibo triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how Nibo data is recorded in Leadsquared. This includes choosing which data fields go into which fields of Leadsquared, setting up custom formats, and filtering out unwanted information.
The data sync between Nibo and Leadsquared 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 Nibo and Leadsquared. 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.
Nibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.
Learn MoreLeadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.
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