Integrate LessAccounting with Octadesk
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Supported triggers and actions
Integrate LessAccounting and Octadesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is added
Payment created
Triggers when a new payment is created
Expense created
Triggers when a new expense is added
Contact created
Triggers when you add a new contact
Business created
Triggers when you add a new business
Customer added
Triggers when a new customer is added
Organization added
Triggers when a new organisation is added
Agent added
Triggers when a new agent is added
Ticket added
Triggers when a new ticket is added
All Actions - Actions are the automated tasks
Create invoice
Adds a new invoice
Add line item
Adds a new line item in the specified proposal or invoice
Create expense
Adds a new expense
Create contact
Adds a new contact
Update contact
Updates the details of an existing contact
Fetch expense
Fetches the details of an existing expense
Fetch invoice
Fetches the details of an existing invoice
Fetch payment
Fetches the details of an existing payment
Fetch contact
Fetches the details of an existing contact
Create organization
Creates a new organization
Create product
Creates a new product
Update ticket
Updates the details of an existing ticket
Create ticket
Creates a new ticket
Create person
Creates a new person
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Fetch requester
Fetches the details of an existing requester using email address
Fetch person
Fetches the details of an existing person using email address
Fetch organization
Fetches the details of an existing organization by name
Search ticket
Search for an existing ticket
What is LessAccounting?
LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.
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What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
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