Xledger + InvGate Service Management Integrations
Put Xledger + InvGate Service Management to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Xledger and InvGate Service Management
See the kind of workflows teams build with Xledger and InvGate Service Management below — describe the exact one you want above and the Agent builds it on demand.
Xledger + InvGate Service Management
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.
See details
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.
See details
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.
See details
Browse the full workflow library →
Looking to achieve something else with Xledger and InvGate Service Management?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Xledger and InvGate Service Management
Everything Xledger and InvGate Service Management can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
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.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
Other Ticketing apps on Knit
Explore more Ticketing integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AnswerConnect
AnswerConnect is live answering and ticketing software that provides 24/7 virtual receptionist and customer support services.
AnswerForce
AnswerForce is a live answering and virtual receptionist service that provides 24/7 call handling, lead intake, and appointment booking support for businesses.
Answering Service Care
Answering Service Care is a virtual receptionist service offering live twenty-four-seven call answering and messaging support.
ArtiBot.ai
An AI-driven chatbot tool for websites that automates lead capture, appointment booking, and customer inquiry response.
Birdie Screen Recording
A screen recording and customer support tool that helps support teams record user sessions to diagnose software issues.
BirdSeed
BirdSeed is an interactive website widget offering live chat, scheduled callbacks, contact forms, and knowledge base access.
BoldDesk
A cloud-based help desk platform for organizing customer tickets, managing knowledge bases, and automating service requests.
Botsify
Botsify is an automated chatbot building platform designed to manage customer support queries and automate lead capture across messaging channels.
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 Xledger + InvGate Service Management
Is there a pre-built Xledger + InvGate Service Management automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Xledger and InvGate Service Management's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Xledger or InvGate Service Management connector?
No. The Agent works whether or not Xledger or InvGate Service Management 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.