Deskera + Phaxio Integration

Connect Deskera to Phaxio - Automate your workflows in 1-click

Set up Deskera automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Set up Phaxio automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Skip the manual back and forth! Easily automate the flow of data between Deskera & Phaxio using Integrately.

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Ready Workflows For Deskera + Phaxio Integration

Just click on the workflow you want to automate

Send Phaxio fax for new Deskera contact

Anytime a new contact is added to your Deskera, automatically send them a fax through Phaxio letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Deskera - Phaxio integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!

Activate

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Create Your Own Deskera & Phaxio Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Deskera
Triggers the automation when a new contact is created
CRM Contact is created in Deskera
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
Instant
Product is created in Deskera
Triggers the automation when a new product is created
Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
Instant
Payment entry is created in Deskera
Triggers the automation when a payment entry is created
New fax is send in Phaxio
Triggers the automation when a new fax is sent
Instant
New fax is received in Phaxio
Triggers the automation when a new fax is received
Instant

Search invoice in Deskera
Searches for an invoice
Create payment entry in Deskera
Creates a new payment entry
Create contact in Deskera
Adds a new contact to the database
Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
Create crm contact in Deskera
Search contact in Deskera
Finds and retrieves contact information
Search CRM contact in Deskera
Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
Search product in Deskera
Searches for a product
Create product in Deskera
Generates and launch new products
Create account in Deskera
Generates a new account
Search account in Deskera
Searches for account information
Create quotation in Deskera
Generates a new quotation with predefined details
Update contact in Deskera
Updates contact information with new details
Send fax in Phaxio
Sends a fax

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Integrate Deskera & Phaxio In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Deskera or Phaxio With 1200+ Other Apps

Deskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.

See Deskera Integrations

Phaxio is the simplest way to send and receive faxes online. It's a platform for developers that allows you to build any type of application that requires faxing capabilities.

See Phaxio Integrations