Connect Preset Cloud and Just Invoice to Build Intelligent Automations
Enable Integrations or automations with these events of Preset Cloud and Just Invoice
Enable Integrations or automations with these events of Preset Cloud and Just Invoice
Actions
List All Teams
Retrieve all teams in the connected Preset Cloud account.
Get Team Members
Retrieve the members of a Preset Cloud team.
Delete a Team Member
Remove a specified user from a Preset Cloud team. Returns success data or a clear error if removal is blocked (e.g., last admin, already removed, or assigned via a group).
Create Invoice
Create a new invoice with customer details, line items, date, currency, and a customer note.
Get invoice details
Show details for a selected invoice
Finalize invoice
Finalize an invoice to lock its details and mark it as complete.
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Frequently Asked Questions
To start, connect both your Preset Cloud and Just Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in Just Invoice (or vice versa).
Absolutely. You can customize how Preset Cloud data is recorded in Just Invoice. This includes choosing which data fields go into which fields of Just Invoice, setting up custom formats, and filtering out unwanted information.
The data sync between Preset Cloud and Just Invoice 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 Preset Cloud and Just Invoice. 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.
About Preset Cloud
Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
Learn MoreAbout Just Invoice
Just Invoice is a comprehensive invoicing solution designed to streamline billing processes for businesses of all sizes. With features like customizable templates, automated reminders, and detailed reporting, it simplifies financial management and enhances cash flow efficiency.
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