INTEGRATION TO
Tripletex
Integrate Tripletex with Cloudify and organise and manage your accounting. We enable integration with CRM apps, webshops, inventory and production management systems, marketing apps, and payment gateways that automate invoicing, bookkeeping, sending invoices, sending emails/updates, registering payments, and more.
Supported Integration
No Code Apps
Custom Apps
With CRM systems
Integrate Tripletex with your CRM systems to automatically populate your Tripletex app with customer information and automate processes like creating invoices, orders, or quotations or adding invoiced customers to a specific mailing list in the CRM where a deal has been created in the pipeline.
How does it work?
When your CRM is populated with customer data, you can automatically create invoices, draft orders, and quotes and send them to the customer for further action.
Campaigns
You can manage your campaigns and get real-time data about the campaigns by integrating Tripletex with the CRM app.
Customers
Once the contacts are created/updated in the CRM, they automatically get updated in Tripletex, including billing and shipping addresses.
Products
Any item that is listed in Tripletex will be uploaded as a product in the CRM app, with the functionality of one sales price being mapped in CRM as the standard price.
Orders
The sales orders from the CRM with their current status will be synced as Tripletex sales orders.
Invoice
Payment methods will be synced from CRM to Tripletex for sales for automatic invoice creation.
With Webshops/E-commerce stores
Integrate Tripletex with your webshop and ensure that your webshop customers, products, invoices, and inventories are synced automatically. You can also transfer your orders, create and send invoices, and manage credit notes.
How does it work?
When an order is placed on the webshop, it is automatically transferred to the accounting app or Tripletex in the current case. An invoice is created against the order, with or without the option for payment. Accordingly, the customer and product details are updated according to your needs.
Customers
All customer details, such as shipping address, billing, contact details, etc., are synced to the Tripletex account.
Products
All the product listings are updated and synced with Tripletex with all details. Any modification of the products in the webshop reflects automatically in Tripletex.
Inventory
The exact inventory level is maintained by the real-time stock updates from Tripletex.
Sales Orders
All webshop sales orders will get instantly converted into Tripletex sales orders.
Order fulfillment
The e-commerce stores' shipping methods and charges will be fully mapped with Tripletex so that customers can track their shipments and view the order status in real time.
With Marketing systems
Integrate Tripletex with your inbound and/or outbound marketing system and automate your email marketing by adding customers to the outbound mailing lists when they have been invoiced.
How does it work?
When the generated leads or customer data are populated into the Tripletex account for invoicing, the customer details are further synced into the marketing app’s mailing list.
Orders
When an order is placed in the webshop and the details are updated in the Tripletex app, they are transferred to the marketing app, where you can set up targeted email campaigns.
Customers
The customer information can be used in the marketing app. If the marketing app is linked with the CRM and Tripletex, it can also take customer information from there and launch email campaigns.
With inventory and production management systems
Integrate Tripletex with your inventory management system to ensure automatic stock, inventory, and production management. This integration lets you sync data in your Tripletex account and create an invoice when a new order is delivered in the inventory management app.
How does it work?
Sync your complete inventory and import your sales orders by integrating Tripletex with inventory or production management apps.
Orders
When an order is marked shipped or delivered in the inventory management app, it also gets updated in Tripletex.
Inventory
Inventory sync with Tripletex lets you keep track of the stocks and stockouts.
Order fulfillment status
Once the shipment is complete or delivered, the Tripletex account updates the status.
With Payment systems
Integrate Tripletex with the payment app to automate the payment process through the Tripletex app when the invoice, along with the integrated payment link, is sent to the customer or merchant for further processing.
How does it work?
Once an order is placed, Tripletex imports the customer's contact details and automatically creates an invoice with or without the payment links.
Orders
When an order is placed, the payment link is automatically sent to the customer along with the invoice.
Customer
When a customer places an order on the webshop, the details are transferred to Tripletex for invoice generation.
Products
Sync your product listings with Tripletex, which lets you keep track of the stock.
Supported Integration
No Code Apps
Custom Apps
With CRM systems
Integrate Tripletex with your CRM systems to automatically populate your Tripletex app with customer information and automate processes like creating invoices, orders, or quotations or adding invoiced customers to a specific mailing list in the CRM where a deal has been created in the pipeline.
How does it work?
When your CRM is populated with customer data, you can automatically create invoices, draft orders, and quotes and send them to the customer for further action.
Campaigns
You can manage your campaigns and get real-time data about the campaigns by integrating Tripletex with the CRM app.
Customers
Once the contacts are created/updated in the CRM, they automatically get updated in Tripletex, including billing and shipping addresses.
Products
Any item that is listed in Tripletex will be uploaded as a product in the CRM app, with the functionality of one sales price being mapped in CRM as the standard price.
Orders
The sales orders from the CRM with their current status will be synced as Tripletex sales orders.
Invoice
Payment methods will be synced from CRM to Tripletex for sales for automatic invoice creation.
With Webshops/E-commerce stores
Integrate Tripletex with your webshop and ensure that your webshop customers, products, invoices, and inventories are synced automatically. You can also transfer your orders, create and send invoices, and manage credit notes.
How does it work?
When an order is placed on the webshop, it is automatically transferred to the accounting app or Tripletex in the current case. An invoice is created against the order, with or without the option for payment. Accordingly, the customer and product details are updated according to your needs.
Customers
All customer details, such as shipping address, billing, contact details, etc., are synced to the Tripletex account.
Products
All the product listings are updated and synced with Tripletex with all details. Any modification of the products in the webshop reflects automatically in Tripletex.
Inventory
The exact inventory level is maintained by the real-time stock updates from Tripletex.
Sales Orders
All webshop sales orders will get instantly converted into Tripletex sales orders.
Order fulfillment
The e-commerce stores' shipping methods and charges will be fully mapped with Tripletex so that customers can track their shipments and view the order status in real time.
With Marketing systems
Integrate Tripletex with your inbound and/or outbound marketing system and automate your email marketing by adding customers to the outbound mailing lists when they have been invoiced.
How does it work?
When the generated leads or customer data are populated into the Tripletex account for invoicing, the customer details are further synced into the marketing app’s mailing list.
Orders
When an order is placed in the webshop and the details are updated in the Tripletex app, they are transferred to the marketing app, where you can set up targeted email campaigns.
Customers
The customer information can be used in the marketing app. If the marketing app is linked with the CRM and Tripletex, it can also take customer information from there and launch email campaigns.
With inventory and production management systems
Integrate Tripletex with your inventory management system to ensure automatic stock, inventory, and production management. This integration lets you sync data in your Tripletex account and create an invoice when a new order is delivered in the inventory management app.
How does it work?
Sync your complete inventory and import your sales orders by integrating Tripletex with inventory or production management apps.
Orders
When an order is marked shipped or delivered in the inventory management app, it also gets updated in Tripletex.
Inventory
Inventory sync with Tripletex lets you keep track of the stocks and stockouts.
Order fulfillment status
Once the shipment is complete or delivered, the Tripletex account updates the status.
With Payment systems
Integrate Tripletex with the payment app to automate the payment process through the Tripletex app when the invoice, along with the integrated payment link, is sent to the customer or merchant for further processing.
How does it work?
Once an order is placed, Tripletex imports the customer's contact details and automatically creates an invoice with or without the payment links.
Orders
When an order is placed, the payment link is automatically sent to the customer along with the invoice.
Customer
When a customer places an order on the webshop, the details are transferred to Tripletex for invoice generation.
Products
Sync your product listings with Tripletex, which lets you keep track of the stock.
Supported Integration
No Code Apps
Custom Apps
With CRM systems
Integrate Tripletex with your CRM systems to automatically populate your Tripletex app with customer information and automate processes like creating invoices, orders, or quotations or adding invoiced customers to a specific mailing list in the CRM where a deal has been created in the pipeline.
How does it work?
When your CRM is populated with customer data, you can automatically create invoices, draft orders, and quotes and send them to the customer for further action.
Campaigns
You can manage your campaigns and get real-time data about the campaigns by integrating Tripletex with the CRM app.
Customers
Once the contacts are created/updated in the CRM, they automatically get updated in Tripletex, including billing and shipping addresses.
Products
Any item that is listed in Tripletex will be uploaded as a product in the CRM app, with the functionality of one sales price being mapped in CRM as the standard price.
Orders
The sales orders from the CRM with their current status will be synced as Tripletex sales orders.
Invoice
Payment methods will be synced from CRM to Tripletex for sales for automatic invoice creation.
With Webshops/E-commerce stores
Integrate Tripletex with your webshop and ensure that your webshop customers, products, invoices, and inventories are synced automatically. You can also transfer your orders, create and send invoices, and manage credit notes.
How does it work?
When an order is placed on the webshop, it is automatically transferred to the accounting app or Tripletex in the current case. An invoice is created against the order, with or without the option for payment. Accordingly, the customer and product details are updated according to your needs.
Customers
All customer details, such as shipping address, billing, contact details, etc., are synced to the Tripletex account.
Products
All the product listings are updated and synced with Tripletex with all details. Any modification of the products in the webshop reflects automatically in Tripletex.
Inventory
The exact inventory level is maintained by the real-time stock updates from Tripletex.
Sales Orders
All webshop sales orders will get instantly converted into Tripletex sales orders.
Order fulfillment
The e-commerce stores' shipping methods and charges will be fully mapped with Tripletex so that customers can track their shipments and view the order status in real time.
With Marketing systems
Integrate Tripletex with your inbound and/or outbound marketing system and automate your email marketing by adding customers to the outbound mailing lists when they have been invoiced.
How does it work?
When the generated leads or customer data are populated into the Tripletex account for invoicing, the customer details are further synced into the marketing app’s mailing list.
Orders
When an order is placed in the webshop and the details are updated in the Tripletex app, they are transferred to the marketing app, where you can set up targeted email campaigns.
Customers
The customer information can be used in the marketing app. If the marketing app is linked with the CRM and Tripletex, it can also take customer information from there and launch email campaigns.
With inventory and production management systems
Integrate Tripletex with your inventory management system to ensure automatic stock, inventory, and production management. This integration lets you sync data in your Tripletex account and create an invoice when a new order is delivered in the inventory management app.
How does it work?
Sync your complete inventory and import your sales orders by integrating Tripletex with inventory or production management apps.
Orders
When an order is marked shipped or delivered in the inventory management app, it also gets updated in Tripletex.
Inventory
Inventory sync with Tripletex lets you keep track of the stocks and stockouts.
Order fulfillment status
Once the shipment is complete or delivered, the Tripletex account updates the status.
With Payment systems
Integrate Tripletex with the payment app to automate the payment process through the Tripletex app when the invoice, along with the integrated payment link, is sent to the customer or merchant for further processing.
How does it work?
Once an order is placed, Tripletex imports the customer's contact details and automatically creates an invoice with or without the payment links.
Orders
When an order is placed, the payment link is automatically sent to the customer along with the invoice.
Customer
When a customer places an order on the webshop, the details are transferred to Tripletex for invoice generation.
Products
Sync your product listings with Tripletex, which lets you keep track of the stock.
BENEFITS
Benefits of Integrating Tripletex with Cloudify
Customizable Invoicing Workflows
Tripletex integration allows businesses to design tailored invoicing processes, enabling automated recurring invoices, custom payment terms, and personalized reminders to suit specific needs.
Integrated Timesheet Management
Syncing with Tripletex simplifies tracking billable hours by linking timesheets directly to projects and invoices, ensuring accurate client billing and resource allocation.
Real-Time Budget Oversight
Integration provides live updates on project budgets, linking expenses and revenues seamlessly, helping businesses avoid overruns and maximize profitability.
Dynamic Multi-Currency Support
Tripletex integration ensures smooth handling of international transactions, automatically converting currencies and managing exchange rate fluctuations for global operations.
Scalable Financial Ecosystem
Tripletex integrates with various business tools like CRMs, inventory systems, and e-commerce platforms, creating a scalable financial infrastructure to grow with your business needs.
Automated Document Archiving
Tripletex integration allows seamless storage of invoices, receipts, and financial documents in a centralized digital archive, ensuring easy access, improved organization, and regulatory compliance.
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