Integrate Livespace with InvoiceXpress

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

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Create an estimate in InvoiceXpress for every new deal created in your Livespace

Effortlessly create accurate estimates in your invoicing software every time, without any manual input. This flow will prepare an estimate in InvoiceXpress for a new deal created in your Livespace.

How it works
  1. The flow triggers when a new deal is created in Livespace.
  2. Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
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Create an estimate in InvoiceXpress for every new deal created in your Livespace

Livespace + InvoiceXpress

Build your own integrations between Livespace and InvoiceXpress

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Supported triggers and actions

Integrate Livespace and InvoiceXpress using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

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 deal

Creates a new deal

Add person note

Adds a note to the specified person

Add company note

Adds a note to the specified company

Create person

Creates a new person

Create company

Creates a new company

Add deal note

Adds a note to the specified deal

Create task

Creates a new task

Update company

Updates the details of an existing company

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing person

Fetch person

Fetches the details of an existing person

Fetch company

Fetches the details of an existing company

Fetch deal

Fetches the details of an existing deal

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 Livespace?

Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.

CRM

What is InvoiceXpress?

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

Accounting

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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.

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