Integrate Agile CRM with InvoiceXpress

Send information between Agile CRM and InvoiceXpress automatically, without writing any code, using Zoho Flow.

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Generate an estimate within your InvoiceXpress automatically, When a new deal is created in Agile CRM

Generate estimates instantly when a deal is created in your customer relationship management software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your InvoiceXpress when a new deal is created in Agile CRM.

How it works
  1. The flow triggers when a new deal is created in Agile CRM.
  2. Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
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Generate an estimate within your InvoiceXpress automatically, When a new deal is created in Agile CRM

Agile CRM + InvoiceXpress

Build your own integrations between Agile CRM and InvoiceXpress

Connect Agile CRM and InvoiceXpress with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agile CRM and InvoiceXpress using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Ticket

Triggers when a new ticket is created

New Deal

Triggers when a new deal is created

Purchase order added

Triggers when a new purchase order is added

Estimate created

Triggers when a new estimate is created

Invoice created

Triggers when a new invoice is created

Client added

Triggers when a new client is added

Item added

Triggers when a new item is added

All Actions - Actions are the automated tasks

Add note to contact

Adds a note to an existing contact

Create Deal

Creates a new deal

Create Task

Creates a task for the selected contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Add note to deal

Adds a note to an existing deal

Create Company

Creates a new company

Create Contact

Creates a new contact

Update Company

Updates the details of an existing Company based on company ID

Update Task

Updates the details of an existing Task based on task ID

Create invoice

Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.

Create purchase order

Creates a new purchase order

Create estimate

Creates a new quote, proforma or fees note.

Create item

Creates a new item

Create client

Creates a new client

Fetch client by ID

Fetches the details of an existing client by id

Fetch client by code

Fetches the details of an existing client by code

What is Agile CRM?

Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.

What is InvoiceXpress?

InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.

Accounting

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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