Callexa Feedback + Invoiced

Callexa Feedback + Invoiced integrations

Send surveys through Callexa Feedback when Invoiced invoices have been fully payed

Getting your money is important, but that is just half the battle. How about gaining valuable feedback and ratings from your customers as well? Use Callexa Feedback to send surveys using the well-tested Net Promoter score whenever a customer has fully paid an Invoiced invoice. And don't worry, you can specify a minimum delay in your surveys, so very regular customers won't be surveyed with each invoice.

When this happens...
Invoice Paid in FullTriggers when an invoice is paid in full.
TriggerInstant
automatically do this!
Add RecipientAdds a recipient to a survey.
ActionWrite

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More things you can do with Invoiced and Callexa Feedback

Discover other triggers and actions you can use with Invoiced and Callexa Feedback

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
Invoice Paid in Full
Triggers when an invoice is paid in full.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Subscription
Triggers when a new subscription is created.
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Customer
  Required
- Notes
- Amount
  Required
- Currency
- Date
Action
Write

- Name
  Required
- Email Address
- Account Number
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Invoice Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
- Amount
  Required
- Currency
- Date
- Method
- Reference
- Notes
- Invoiced
- Type
- Amount
- Document Type
- Estimate
- Credit Note
Action
Write
- Customer
  Required
- Plan
  Required
- Quantity
- Billing Cycles
Action
Write
- Customer
  Required
- Name
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Write
- Id
- Estimate #
Action
Search
- Name
- Account #
- Email Address
Action
Search
- Survey
Trigger
Instant
Try It

New Credit Note
Triggers when a new credit note is created.
Trigger
Instant
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New Estimate
Triggers when a new estimate is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Instant
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New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- Customer
  Required
- Name
  Required
- Email Address
- Phone Number
- SMS Enabled?
- Billing Contact?
- Title
- Department
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Credit Note Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Estimate Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- Notes
  Required
Action
Write
- Customer
  Required
- Quantity
- Item Name
- Description
- Unit Cost
- Item ID
Action
Write
- Customer
  Required
- Name
  Required
- Action
  Required
- Due Date
Action
Write
- Id
- Credit Note #
Action
Search
- Id
- Invoice #
Action
Search
- Name
  Required
- Account Number
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Search or write
- Survey
- Email
  Required
- Unique Identifier
- Salutation
- First Name
- Last Name
- Full Name
- Send Delay
- Send Date
Action
Write

About Callexa Feedback

Callexa is a full-featured surveying tool based on the established Net Promoter Score. Get valuable customer feedback with minimal effort.

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Forms & Surveys

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About Invoiced

Invoiced is autopilot for accounts receivable.

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Related categories

Accounting