Integrate InvoiceXpress with Taskworld

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

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Create a new task in Taskworld when a order is created in InvoiceXpress

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Taskworld whenever a new order is placed in InvoiceXpress.

How it works
  1. The flow triggers when a new purchase order is added in InvoiceXpress.
  2. Zoho Flow creates a new task in Taskworld.
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Create a new task in Taskworld when a order is created in InvoiceXpress

InvoiceXpress + Taskworld

Build your own integrations between InvoiceXpress and Taskworld

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Supported triggers and actions

Integrate InvoiceXpress and Taskworld 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

Project created

Triggers when a new project is created

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

Create message

Creates a message in the selected workspace

Create tag

Creates a new tag

Add task to task list

Adds a task to a task list in the specified project and workspace

Create task

Creates a new task

Create project

Creates a new project

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Fetch task

Fetches the details of an existing task

Fetch tag

Fetches the details of an existing tag

Fetch user

Fetches the details of an existing user

Remove tag from task

Removes an existing tag from the specified task

What is InvoiceXpress?

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

Accounting

What is Taskworld?

Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.

Project Management

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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