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
- The flow triggers when a new deal is created in Livespace.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
Create an estimate in InvoiceXpress for every new deal created in your Livespace
Livespace + 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.
Similar apps
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
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