BaseLinker + Folioze Integration

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Folioze + BaseLinker Integration

Create BaseLinker invoice for new Folioze order

As soon as you receive a new Folioze order, you need to generate a corresponding invoice so that you can get paid. With this Folioze - BaseLinker integration, a new invoice will be created in your BaseLinker software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new Folioze order.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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BaseLinker + Folioze Integration

Create Folioze contact for new BaseLinker order

When a new BaseLinker order is placed, it's important to create a Folioze contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Folioze contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Folioze contact for every BaseLinker order, you can maximize your chances of success with each customer.
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Folioze + BaseLinker Integration

Create BaseLinker invoice for new Folioze event

If you're a professional who works on one-to-one basis and uses Folioze to manage your events, you may want to create an invoice in BaseLinker when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding invoice in BaseLinker.

This can save you time when creating invoice and tracking payments for your events.
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BaseLinker + Folioze Integration
1.
  • BaseLinker
    Order is created in BaseLinker
  • BaseLinker
    Invoice is created in BaseLinker
  • Folioze
    Product is created in Folioze Instant
  • Folioze
    Product is updated in Folioze Instant
  • Folioze
    Form response is created in Folioze Instant
  • Folioze
    Order is created in Folioze Instant
  • Folioze
    Order is updated in Folioze Instant
  • Folioze
    Contact is created or updated in Folioze Instant
  • Folioze
    Booking is created in Folioze Instant
2.
  • BaseLinker
    Create order in BaseLinker
  • BaseLinker
    Update order in BaseLinker
  • BaseLinker
    Search order by phone in BaseLinker
  • BaseLinker
    Search order by email in BaseLinker
  • BaseLinker
    Get order by Id in BaseLinker
  • BaseLinker
    Add invoce in BaseLinker
  • BaseLinker
    Add a tracking number in BaseLinker
  • BaseLinker
    Get order package in BaseLinker
  • BaseLinker
    Add payment in BaseLinker
  • Folioze
    Delete contact in Folioze
  • Folioze
    Search contact in Folioze
  • Folioze
    Update contact in Folioze
  • Folioze
    Create contact in Folioze
  • Folioze
    Create product in Folioze
  • Folioze
    Update product in Folioze
  • Folioze
    Search product in Folioze
  • Folioze
    Create member in Folioze
  • Folioze
    Delete member in Folioze
  • Folioze
    Create member group in Folioze
  • Folioze
    Update member group in Folioze
  • Folioze
    Delete member group in Folioze
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