Integrate Docupilot with LessAccounting
Send information between Docupilot and LessAccounting automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Docupilot and LessAccounting 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
All Actions - Actions are the automated tasks
Create folder
Creates a new folder
Create document
Creates a new document from a specified template
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
What is Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
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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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