
When this happens...
New Client
New Document
Client Updated
Client Deleted
New Item
Document Updated
Document Deleted
Item Updated
Item Deleted
New Payment
Payment Updated
Payment Deleted
New Recurrence
Recurrence Update
Recurrence Deleted
New Tax
Tax Updated
Tax Deleted
New Unit
Unit Updated
Unit Deleted
New Category
Category Deleted
Category Updated
New Price
Price Updated
Price Deleted
Order Deleted
New Order
Order Updated

Automatically do this!
Create Lead
Create Deal
List All Companies
List All User
List All Pipeline Collection
List All Custom Fields
List All Resources
List Deals
Get Team Collection
List Industries Collection
List Lead Collection
List Leads Statuses Collection
List People Collection
List Products Collection
List Product Categories Collection
List Carts Collection Description
List Resources Collection
Listt Sources Collection
List Tags Collection
List Users Collection
List Emails Collection
Create Person
Create Note
Create Company
Create Product
Update Company
Update Deal
Update Lead
Update Person
Update Product
Update Cart Products Status
Find Company
Find Deal
Find Lead
Find Person
Find Product
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new client is created in SpaceInvoice.
Trigger when a new document is created.
Triggered when a client is updated in SpaceInvoice.
Triggered when a client is deleted in SpaceInvoice.
Triggered when a new item is created in SpaceInvoice.
Trigger when a document is updated.
Action is the task that follows automatically within your Spaceinvoices integrations.
Create a new client in spaceinvoices.
Send document in email
Create a new lead
Create a new deal
Retrieves the list of all company
Retrieves the list of all User

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Spaceinvoices and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Spaceinvoices triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how Spaceinvoices data is recorded in Teamgate. This includes choosing which data fields go into which fields of Teamgate, setting up custom formats, and filtering out unwanted information.
The data sync between Spaceinvoices and Teamgate 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 Spaceinvoices and Teamgate. 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.
SpaceInvoice is a comprehensive invoicing platform designed to streamline billing processes for businesses of all sizes. It offers features such as customizable invoice templates, automated billing, and seamless integration with accounting software, making it an ideal solution for efficient financial management.
Learn MoreTeamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
Learn More