Integrate InvoiceXpress with Tallyfy
Send information between InvoiceXpress and Tallyfy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Tallyfy 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 generate a task in Tallyfy 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 in Tallyfy.
Create a new task in Tallyfy when a new order is created in InvoiceXpress
InvoiceXpress + Tallyfy
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Supported triggers and actions
Integrate InvoiceXpress and Tallyfy 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
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
Start process
Starts a new process using a template
Create task
Creates a new task
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is Tallyfy?
Tallyfy is business process management software. You can define process blueprints, track processes in real-time, and handle process variation without complex flowcharts.
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
