Connect telecrm and Fakturoid to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Create Invoice
Create Subject
Get Subject
Update Invoice
Get Invoice
Delete Invoice
Create Payment
Delete Invoice Payment
Create Gererator
Update Gererator
Get Gererator
Delete Gererator
Create Recurring Generators
Update Recurring Generators
Activate Recurring Generator
Pause Recurring Generator
Get Recurring Generator
Delete Recurring Generator
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Ready to use telecrm and Fakturoid automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Create Invoice
Generates a new invoice in Fakturoid.
Create Subject
Creates a subject in account.
Get Subject
Get an existing subject by id in account.
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Frequently Asked Questions
To start, connect both your telecrm and Fakturoid accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Fakturoid (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Fakturoid. This includes choosing which data fields go into which fields of Fakturoid, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Fakturoid 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 telecrm and Fakturoid. 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 Fakturoid
Fakturoid is an online invoicing and accounting platform designed to simplify financial management for small businesses and freelancers. It offers features such as automated invoicing, expense tracking, and financial reporting, making it easier to manage your business finances efficiently.
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