Integrate InvoiceXpress with Toodledo
Send information between InvoiceXpress and Toodledo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task with no folder assigned in Toodledo.
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.
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.
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.
Learn more >
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.
Learn more >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
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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
