Connect salesoptima and invoicexpress to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for salesoptima
Choose an Action
Automatically do this!
Get an Invoice Details
Get a Item Details
Get a Client Details
Create Client
Delete Item
Finalize Invoice-Receipt
Generate Invoice PDF
Create Items
Create Tax
List all Taxes
List All Invoices
Update Client
Update Item
Create new Invoice
Enable Integrations or automations with these events of salesoptima and invoicexpress
Enable Integrations or automations with these events of salesoptima and invoicexpress
Actions
Get an Invoice Details
Get an invoice details from invoicexpress.
Get a Item Details
Get full details of the selected item.
Get a Client Details
get a client details from the InvoicExpress
Create Client
create client for InvoicExpress
Delete Item
Delete items from the invoicexpress.
Finalize Invoice-Receipt
Finalizes an existing invoice
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Frequently Asked Questions
To start, connect both your salesoptima and invoicexpress accounts to viaSocket. Once connected, you can set up a workflow where an event in salesoptima triggers actions in invoicexpress (or vice versa).
Absolutely. You can customize how salesoptima data is recorded in invoicexpress. This includes choosing which data fields go into which fields of invoicexpress, setting up custom formats, and filtering out unwanted information.
The data sync between salesoptima and invoicexpress 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 salesoptima and invoicexpress. 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 salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
Learn MoreAbout invoicexpress
InvoiceXpress is online invoicing software that helps all businesses issue invoices in seconds, hassle free.
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