Connect Space Invoices / Apollo and AgentX to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document
New Client
New Item
Payment Created
New Category
Choose an Action
Automatically do this!
Start a conversation
Send message to agent
Send a message
Ready to use Space Invoices / Apollo and AgentX automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers When a new Document is created.
New Client
New Client Created.
New Item
New item created.
Payment Created
Payment Created.
New Category
Categories created in space invoice apollo.
New conversation arrives
Start a workflow for each new conversation received by the selected AgentX agent.
Do thisActions
Action is the task that follows automatically within your Space Invoices / Apollo integrations.
Create a Document
Create a new Document
Start a conversation
Create a new chat with the selected agent so you can send messages and get responses.
Send message to agent
Start a conversation with the selected agent and send your initial message.
Send a message
Send a message from the chosen Agent into an existing conversation so the Agent can reply.
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Frequently Asked Questions
To start, connect both your Space Invoices / Apollo and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in Space Invoices / Apollo triggers actions in AgentX (or vice versa).
Absolutely. You can customize how Space Invoices / Apollo data is recorded in AgentX. This includes choosing which data fields go into which fields of AgentX, setting up custom formats, and filtering out unwanted information.
The data sync between Space Invoices / Apollo and AgentX 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 Space Invoices / Apollo and AgentX. 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 Space Invoices / Apollo
Space-Invoices / Apollo is a comprehensive invoicing and billing solution designed for businesses of all sizes. It streamlines the process of creating, sending, and managing invoices, ensuring efficient financial operations.
Learn MoreAbout AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
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