Integrate InvoiceXpress with Toodledo

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

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

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Toodledo whenever an 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 a new task with no folder assigned in Toodledo.
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Initiate a new task in Toodledo whenever an order is created in InvoiceXpress

InvoiceXpress + Toodledo

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Supported triggers and actions

Integrate InvoiceXpress and Toodledo 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 Note

Triggers when a new note is created

New Task

Triggers when a new task is created

New Folder

Triggers when a new folder 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

Creater Folder

Creates a new folder

Create Task

Creates a new task with no folder assigned

Create Note

Creates a new note in the selected folder

What is InvoiceXpress?

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

Accounting

What is Toodledo?

Toodledo is a task manager that lets you prioritize, sort, and manage your tasks. You can set goals, schedule reminders, and collaborate with your team to track your success.

Notes To-Do Lists

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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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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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