Integrate InvoiceXpress with TeamGantt

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

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Initiate a new task in TeamGantt whenever an order is created in InvoiceXpress

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in TeamGantt when a order is created in InvoiceXpress.

How it works
  1. The flow triggers when a new purchase order is added in InvoiceXpress.
  2. Zoho Flow creates new task in TeamGantt.
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Initiate a new task in TeamGantt whenever an order is created in InvoiceXpress

InvoiceXpress + TeamGantt

Build your own integrations between InvoiceXpress and TeamGantt

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Supported triggers and actions

Integrate InvoiceXpress and TeamGantt 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

Create company label

Creates a new company label

Add checklist item

Creates a new checklist item in the specified task

Create project

Creates new project

Create task

Creates new task

Update task

Updates the details of an existing task using task ID

Fetch task

Fetches the details of an existing task using task ID or task name

What is InvoiceXpress?

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

Accounting

What is TeamGantt?

TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, and more.

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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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

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

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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