InvoiceBerry + PlatoForms Integrations
How to connect InvoiceBerry + PlatoForms
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New Client
Triggers when a new client is created.
Try ItNew Expense
Triggers when a new expense is created.
Try ItNew Item
Triggers when a new item is created.
Try ItCompany NameRequired
EmailRequired
Currency
Country
First Name
Last Name
Phone Number
Mobile Number
Street 1
Street 2
City
State
Zip Code
Tax Number
Tax Name
Notes
Internal notes to save with client profile.
How InvoiceBerry + PlatoForms Integrations Work
- Step 1: Authenticate InvoiceBerry and PlatoForms.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.
About InvoiceBerry
InvoiceBerry is an easy-to-use online invoicing software for small businesses and freelancers.
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About PlatoForms
PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.
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