Connect VATSense and OnePage CRM to Build Intelligent Automations

Choose a Trigger

VATSense

When this happens...

Choose an Action

OnePage CRM

Automatically do this!

Enable Integrations or automations with these events of VATSense and OnePage CRM

Enable Integrations or automations with these events of VATSense and OnePage CRM

Actions

Validate VAT number

Validate VAT number

Check if a VAT number is valid and return its registration details

Convert Currency

Convert Currency

Convert an amount to another currency

Get countries

Get countries

Get the available countries for VAT settings

Get currency conversion rates

Get currency conversion rates

Get the latest currency conversion rates.

Create invoice

Create invoice

Create a new invoice with line items, VAT rates, currency, and notes.

Add items to invoice

Add items to invoice

Add one or more items to an existing invoice.

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Frequently Asked Questions

How do I start an integration between VATSense and OnePage CRM?

To start, connect both your VATSense and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in VATSense triggers actions in OnePage CRM (or vice versa).

Can we customize how data from VATSense is recorded in OnePage CRM?

Absolutely. You can customize how VATSense data is recorded in OnePage CRM. This includes choosing which data fields go into which fields of OnePage CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between VATSense and OnePage CRM?

The data sync between VATSense and OnePage CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from VATSense to OnePage CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between VATSense and OnePage CRM?

Yes, you can set conditional logic to control the flow of data between VATSense and OnePage CRM. 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.

VATSense

About VATSense

VATSense is a comprehensive platform designed to streamline and enhance your VAT management processes. With advanced tools for tracking, calculating, and reporting VAT, it ensures compliance and efficiency for businesses of all sizes.

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OnePage CRM

About OnePage CRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

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