Connect SimpleKPI and Just Invoice to Build Intelligent Automations
Enable Integrations or automations with these events of SimpleKPI and Just Invoice
Enable Integrations or automations with these events of SimpleKPI and Just Invoice
Actions
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
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.
Mark Invoice Paid
Mask an existing final invoice as paid.
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Frequently Asked Questions
To start, connect both your SimpleKPI and Just Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in Just Invoice (or vice versa).
Absolutely. You can customize how SimpleKPI 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 SimpleKPI 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 SimpleKPI 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 SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
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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