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Integrate InvoiceXpress with Insightly
Send information between InvoiceXpress and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new task in Insightly when a new order is created in InvoiceXpress
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightly whenever a new order is placed in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task in Insightly.
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Create a new task in Insightly when a new order is created in InvoiceXpress
InvoiceXpress + Insightly
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Build your own integrations between InvoiceXpress and Insightly
Connect InvoiceXpress and Insightly 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 InvoiceXpress and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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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
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
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New Project
Triggers when a new project is created
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New Organization
Triggers when a new organization is created
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New Lead
Triggers when a new lead is created
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New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
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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
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Create Task
Creates a new task
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Create Contact
Creates a new contact
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Create Lead
Creates a new lead
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Create Project
Creates a new project
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Create Opportunity
Creates a new opportunity
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Create Organization
Creates a new organization
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Create Event
Creates a new event
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Build comprehensive workflows using
Webhook triggers
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Learn more >Logic
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Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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