Connect telecrm and Just Invoice 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
Get invoice details
Finalize invoice
Mark Invoice Paid
Cancel an invoice
Delete invoice
Ready to use telecrm and Just Invoice 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
Create a new invoice with customer details, line items, date, currency, and a customer note.
Get invoice details
Show details for a selected invoice
Finalize invoice
Finalize an invoice to lock its details and mark it as complete.
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Frequently Asked Questions
To start, connect both your telecrm and Just Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Just Invoice (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Just Invoice. This includes choosing which data fields go into which fields of Just Invoice, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Just Invoice 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 Just Invoice. 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 Just Invoice
Just Invoice is a comprehensive invoicing solution designed to streamline billing processes for businesses of all sizes. With features like customizable templates, automated reminders, and detailed reporting, it simplifies financial management and enhances cash flow efficiency.
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