InvGate Service Management + Xledger Integrations
Put InvGate Service Management + Xledger to work with AI and enterprise-grade automation
Learn more about InvGate Service Management integrations or talk to a human
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Workflows you can build between InvGate Service Management and Xledger
See the kind of workflows teams build with InvGate Service Management and Xledger below — describe the exact one you want above and the Agent builds it on demand.
InvGate Service Management + Xledger
When a reply is posted in InvGate Service Management, sync financial or project logs in Xledger.
Open support tickets for overdue accounts
When an invoice becomes overdue in Xledger, automatically create a ticket in InvGate Service Management so finance agents can resolve the payment issue.
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Invoice clients upon ticket resolution
When a ticket status is changed in InvGate Service Management, automatically create an invoice in Xledger for billable technical services.
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Add billing comments when payments arrive
When a payment is received in Xledger, automatically add a ticket comment in InvGate Service Management to inform support staff that the account is paid.
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Browse the full workflow library →
Looking to achieve something else with InvGate Service Management and Xledger?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for InvGate Service Management and Xledger
Everything InvGate Service Management and Xledger can do inside a workflow — the triggers that start one and the actions that run when it fires.
InvGate Service Management Explore InvGate Service Management →
InvGate Service Management is an IT service management and ticketing platform designed to streamline service desk requests and workflows.
TriggersTriggers when a new Automated Action is defined.
Triggers when a particular Automated Action is executed.
Triggers when a new request is created.
Triggers when a new comment in an chosen incident is added.
Creates a new request.
Posts a comment in the chosen request
Creates a new user.
Xledger Explore Xledger →
Xledger is cloud-based accounting and financial management software designed for mid-market and enterprise organizations.
TriggersTriggers when an AP transaction is modified.
Triggers when an AR transaction is modified.
Triggers when a customer is modified.
Triggers when a donor is modified.
Triggers when a journal entry is modified.
Triggers when a project is modified.
Creates a donation deposit along with one row of details.
Creates both credit and debit GL import items, The debit amount will always be the original amount while the credit will be its negative value. For example, is a transaction with a gross value of £100 is processed the DR line amount will be 100 while the credit line will be -100.
Creates an employee in Xledger. This include user, contact and supplier creation. The new employee and user will have the employee role by default.
Creates an expense detail line.
Creates a GL import item.
Creates an invoice line in the invoice base.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about InvGate Service Management + Xledger
Is there a pre-built InvGate Service Management + Xledger automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches InvGate Service Management and Xledger's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built InvGate Service Management or Xledger connector?
No. The Agent works whether or not InvGate Service Management or Xledger already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Xledger and InvGate Service Management streamline billing support?
Support agents can see accounting updates directly in InvGate Service Management, while overdue invoices in Xledger can automatically create tickets for payment resolution.
Can resolving a support ticket initiate customer invoicing?
Yes, when a billable support ticket status changes in InvGate Service Management, an invoice can automatically be created in Xledger for the time spent.