Integrate InvoiceXpress with Workstack
Send information between InvoiceXpress and Workstack automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Workstack 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 Workstack when a 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 in the selected todo in Workstack.
Initiate a new task in Workstack whenever an order is created in InvoiceXpress
InvoiceXpress + Workstack
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Supported triggers and actions
Integrate InvoiceXpress and Workstack 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 project
Triggers when a new project is created
New meeting
Triggers when a new meeting is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
New task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo 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 todo
Creates a new todo in the selected project
Create task
Creates a new task in the selected todo
Create meeting
Creates a new meeting
Create todo list
Creates a new todo list in the selected project
Create project
Creates a new project
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
