
When this happens...
New Company
Automatically do this!
Get All Companies
Get All Contacts
Get Invoices
Get All Credit Notes
Get All Products
Create Company
Update Company
Create Contacts
Update Contact
Delete Company
Delete Contacts
Delete Invoices
Create Products
Finalize Invoice Status
Create Quotation
Finalize Quotation
Find Invoice Details
Find Company Details
Find Contact Details
Find Product Details
Create Credit Notes
Update Credit Note
Finalize Credit Notes Status
Get Recurring Invoices
Create Recurring Invoices
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created.
Trigger's when new company added.
Trigger's when an invoice status is updated to "paid".
Trigger's when new invoice created.
Trigger's when a new credit note is created.
Trigger's when new contact is created.
Action is the task that follows automatically within your SuiteDash integrations.
Creates a New Contact.
Get all Existing Contacts.
Creates a New Company.
You can find a company by Name or Id.
Find an existing Contact only by Email Address.
Updates an Existing Company.

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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 SuiteDash and Factures accounts to viaSocket. Once connected, you can set up a workflow where an event in SuiteDash triggers actions in Factures (or vice versa).
Absolutely. You can customize how SuiteDash data is recorded in Factures. This includes choosing which data fields go into which fields of Factures, setting up custom formats, and filtering out unwanted information.
The data sync between SuiteDash and Factures 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 SuiteDash and Factures. 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.
SuiteDash is an all-in-one business software platform designed to streamline and automate various business processes, including CRM, project management, invoicing, and client portals. It is tailored to help businesses enhance their productivity and improve client interactions by providing a comprehensive suite of tools in a single platform.
Learn MoreFactures is a comprehensive platform designed to streamline and simplify the process of managing invoices and billing. It offers tools for creating, sending, and tracking invoices, ensuring efficient financial operations for businesses of all sizes.
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