Connect Space Invoices / Apollo and CRM.io 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!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Ready to use Space Invoices / Apollo and CRM.io 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.
Do thisActions
Action is the task that follows automatically within your Space Invoices / Apollo integrations.
Create a Document
Create a new Document
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
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Frequently Asked Questions
To start, connect both your Space Invoices / Apollo and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Space Invoices / Apollo triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Space Invoices / Apollo data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Space Invoices / Apollo and CRM.io 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 CRM.io. 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 CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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