Connect Quipu and Custom Views to Build Intelligent Automations

Choose a Trigger

Quipu

When this happens...

Choose an Action

Custom Views

Automatically do this!

Enable Integrations or automations with these events of Quipu and Custom Views

Enable Integrations or automations with these events of Quipu and Custom Views

Actions

Create Contact

Create Contact

Creates a contact.

Create an Income Invoice

Create an Income Invoice

creates an income invoice

Create an Income Ticket

Create an Income Ticket

creates an income ticket

Request a new Action for Quipu

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Frequently Asked Questions

How do I start an integration between Quipu and Custom Views?

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

Can we customize how data from Quipu is recorded in Custom Views?

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

How often does the data sync between Quipu and Custom Views?

The data sync between Quipu and Custom Views 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 Quipu to Custom Views?

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 Quipu and Custom Views?

Yes, you can set conditional logic to control the flow of data between Quipu and Custom Views. 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.

Quipu

About Quipu

Quipu is a comprehensive financial management platform designed to streamline accounting, invoicing, and expense tracking for small to medium-sized businesses. It offers a user-friendly interface and robust features to help businesses manage their finances efficiently.

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Custom Views

About Custom Views

Custom Views allows users to personalize how data, dashboards, and workflows are displayed. It enables filtering, sorting, and creating role-based or task-specific views for improved productivity. By tailoring interfaces to individual or team needs, Custom Views helps organizations boost efficiency, collaboration, and decision-making.

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