How to connect AccountingSuite + DocDroid
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- Create Cash ReceiptCreates a new cash receipt.Action
- Create AccountCreates a new Account in your Chart of Accounts.Action
- Create Address/ContactCreates a new Address/Contact in AccountingSuite.Action
- Create BillsCreates a new bill.Action
- Create CompanyCreates a new company.Action
- Create LocationCreates a Warehouse Location in AccountingSuite.Action
- Create ProductCreates a new product.Action
- Create Project / JobsCreate a new project.Action
- AccountingSuite
Creates a new service item.
Scheduled
Action
- AccountingSuite
Creates a purchase order.
Scheduled
Action
- AccountingSuite
Creates a new Sales Invoice.
Scheduled
Action
- AccountingSuite
Creates a new Sales Order.
Scheduled
Action
- AccountingSuite
Creates a new Sales Person in AccountingSuite.
Scheduled
Action
- AccountingSuite
Create time tracking for a service or task.
Scheduled
Action
- DocDroid
Triggers when a document is deleted.
Instant
Trigger
- DocDroid
Triggers when a new document is uploaded.
Instant
Trigger
- DocDroid
Triggers when a document is updated.
Instant
Trigger
- DocDroid
Updates a document.
Scheduled
Action
- DocDroid
Uploads a new document.
Scheduled
Action
- DocDroid
Finds an existing document.
Scheduled
Action
How AccountingSuite + DocDroid Integrations Work
- Step 1: Authenticate AccountingSuite and DocDroid.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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