Integrate InvoiceXpress with Neaktor
Send information between InvoiceXpress and Neaktor automatically, without writing any code, using Zoho Flow.
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Create a task in Neaktor each time a new order is made in InvoiceXpress
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Neaktor each time a new order is made in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task using the specified task model in Neaktor.
Create a task in Neaktor each time a new order is made in InvoiceXpress
InvoiceXpress + Neaktor
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Supported triggers and actions
Integrate InvoiceXpress and Neaktor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Task deleted
Triggers when a task is deleted
Task created
Triggers when a new task is created
Task status updated
Triggers when the details of an existing task is updated
Assignee changed
Triggers when the assignee is changed
Task comment added
Triggers when a new task comment is added
Task status completed
Triggers when a task status is marked complete
All Actions - Actions are the automated tasks
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
Add project managers
Adds project managers to the specified project
Create task
Creates a new task using the specified task model
Create reminder
Creates a new reminder
Create event
Creates a new event
Create project
Creates a new project using the specified module
Update project
Updates the details of an existing project
Update event
Updates the details of an event
Update task
Updates the details of an existing task using ID or IDx
Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
Fetch user
Fetches the details of an existing user using email address
Fetch task
Fetches the details of an existing project using ID or IDx
Fetch project
Fetches the details of an existing project using ID or key
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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