Integrate InvoiceXpress with Zoho Notebook

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

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Supported triggers and actions

Integrate InvoiceXpress and Zoho Notebook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Estimate created

Triggers when a new estimate is created

Item added

Triggers when a new item is added

Client added

Triggers when a new client is added

Invoice created

Triggers when a new invoice is created

Notecard created

Triggers when a new notecard is created in the selected notebook

Notebook created

Triggers when a new notebook is created

Notecard created or updated

Triggers when a new notecard is created or the details of an existing notecard are updated

Notecard updated

Triggers when the details of an existing notecard are updated

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note

Create client

Creates a new client

Create item

Creates a new item

Create estimate

Creates a new quote, proforma or fees note

Fetch client by code

Fetches the details of an existing client by code

Fetch client by ID

Fetches the details of an existing client by ID

Share notecard

Shares an existing notecard with the specified email address

Create notecard

Creates a new notecard in the selected notebook

Create notebook

Creates a new notebook

Share notebook

Shares an existing notebook with the specified email address

Update notebook

Update the details of an existing notebook

Create collection

Creates a new collection

Move notecards to another notebook

Moves an existing notecard to another notebook

Move notecards to collection

Moves an existing notecard to the collection

Fetch notebook by ID

Fetches the details of a notebook using ID

Fetch notebook by name

Fetches the details of a notebook using name

Fetch notecard

Fetches the details of a notecard by search term

Fetch notecard by ID

Fetches the details of a notecard using its unique ID

What is InvoiceXpress?

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

Accounting

What is Zoho Notebook?

Zoho Notebook is a note taking tool that lets you take notes, create checklists, and even save audio files. You can move between views, choose a cover image for each of your notebooks, and rearrange notes to suit your needs.

Notes Zoho

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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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.

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Director, Perth Security Services

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!

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Head of Operations, AAA Band Rentals

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