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Integrate Clientify with InvoiceXpress
Send information between Clientify and InvoiceXpress automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an estimate in your InvoiceXpress when a new deal is created in Clientify
Automate the generation of estimates for new deals in your marketing automation platform to streamline sales and accounting processes. This flow will automatically generate an estimate within your InvoiceXpress whenever a new deal is created in Clientify.
How it works
- The flow triggers when a new deal is created in Clientify.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
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Create an estimate in your InvoiceXpress when a new deal is created in Clientify
Clientify + InvoiceXpress
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Build your own integrations between Clientify and InvoiceXpress
Connect Clientify 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 Clientify and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Company created
Triggers when a new company is created
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Contact created
Triggers when a new contact is created
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Task created
Triggers when a new task is created
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Deal created
Triggers when a new deal is created
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Purchase order added
Triggers when a new purchase order is added
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Estimate created
Triggers when a new estimate is created
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Invoice created
Triggers when a new invoice is created
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Client added
Triggers when a new client is added
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Item added
Triggers when a new item is added
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create task
Creates a new task
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Create deal
Creates a new deal
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Fetch user
Fetches the details of an existing user using ID
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Fetch company
Fetches the details of an existing company using ID
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Fetch task
Fetches the details of an existing task using ID
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Fetch deal
Fetches the details of an existing deal using ID
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Fetch contact
Fetches the details of an existing contact using ID
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Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
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Create purchase order
Creates a new purchase order
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Create estimate
Creates a new quote, proforma or fees note.
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Create item
Creates a new item
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Create client
Creates a new client
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Fetch client by ID
Fetches the details of an existing client by id
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Fetch client by code
Fetches the details of an existing client by code
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
Similar apps
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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