Integrate Kizen with InvoiceXpress
Send information between Kizen and InvoiceXpress automatically, without writing any code, using Zoho Flow.
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Generate an estimate within your InvoiceXpress automatically, When a new deal is created in Kizen
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will automatically generate an estimate within your InvoiceXpress whenever a new deal is created in Kizen.
How it works
- The flow triggers when a new deal is created in Kizen.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
Generate an estimate within your InvoiceXpress automatically, When a new deal is created in Kizen
Kizen + InvoiceXpress
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Supported triggers and actions
Integrate Kizen and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact added
Triggers when a new contact is added
Form submission made
Triggers when a new submission is received for an existing form
Deal created
Triggers when a new deal is created
Company added
Triggers when a new company is added
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
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Fetch deal
Fetches the details of an existing deal
Fetch contact
Fetches the details of an existing contact
Fetch company
Fetches the details of an existing company
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
What is Kizen?
Kizen is a cloud-based CRM suite for small and midsize businesses. It offers features such as contact and lead management, form automation, email syncing, business intelligence, and more.
Similar apps
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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Webhook triggers
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Logic
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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 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
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
