Integrate InvoiceXpress with Teamwork Projects

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

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Initiate a new task in Teamwork Projects whenever an 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 Teamwork Projects 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 the selected task list in Teamwork Projects.
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Initiate a new task in Teamwork Projects whenever an order is created in InvoiceXpress

InvoiceXpress + Teamwork Projects

Build your own integrations between InvoiceXpress and Teamwork Projects

Connect InvoiceXpress and Teamwork Projects 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 Teamwork Projects 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

New person in project

Triggers when a new person is added in the selected project

New project

Triggers when a new project is created

New time entry

Triggers when a new time entry is created in the selected project

New task

Triggers when a new task is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New person

Triggers when a new person is added

New task list

Triggers when a new task list is created in the selected project

New company

Triggers when a new company is created

New message

Triggers when a new message is created in the selected project

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 milestone

Creates a new milestone in the selected project

Add person

Adds a new person

Create project

Creates a new project

Create message

Creates a new message in the selected project

Create time entry

Creates a new time entry in the selected project

Create company

Creates a new company

Create task

Creates a new task in the selected task list

Fetch project

Fetches the details of an existing project

Fetch tag

Fetches the details of a tag by ID or name

Fetch task

Fetches the details of an existing task

Fetch person

Fetches the details of a person by person ID or email address

Fetch company

Fetches the details of an existing company

What is InvoiceXpress?

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

Accounting

What is Teamwork Projects?

Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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

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

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