
When this happens...
Automatically do this!
Create Client
Delete Client
Update Client
Enable Integrations or automations with these events of Tess and Fatoora
Searches for agents and returns a list of matching agents with their key details.
Runs the Tess assistant and returns the content it creates.
Creates a new client in Fatoora.
Permanently remove a client from Fatoora using their client ID.
Updates an existing client's details in Fatoora.
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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 Tess and Fatoora accounts to viaSocket. Once connected, you can set up a workflow where an event in Tess triggers actions in Fatoora (or vice versa).
Absolutely. You can customize how Tess data is recorded in Fatoora. This includes choosing which data fields go into which fields of Fatoora, setting up custom formats, and filtering out unwanted information.
The data sync between Tess and Fatoora 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 Tess and Fatoora. 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.
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
Learn MoreFatoora is a comprehensive invoicing and billing platform designed to simplify financial management for businesses. It offers features for creating, sending, and tracking invoices, ensuring efficient payment processing and financial reporting.
Learn More