Integrate Onpipeline with InvoiceXpress
Send information between Onpipeline 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 Onpipeline
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will prepare an estimate in InvoiceXpress for a new deal created in your Onpipeline.
How it works
- The flow triggers when a new deal is created in Onpipeline.
- 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 Onpipeline
Onpipeline + InvoiceXpress
Create an invoice in InvoiceXpress for recently won deals in Onpipeline
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in InvoiceXpress each time a deal is won in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
Create an invoice in InvoiceXpress for recently won deals in Onpipeline
Onpipeline + InvoiceXpress
Build your own integrations between Onpipeline and InvoiceXpress
Connect Onpipeline and InvoiceXpress with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Onpipeline and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal 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
Add organization
Adds a new organization
Add note
Adds a new note
Add action menu
Adds a new action menu
Add lead
Creates a new lead
Add widget
Adds a new widget
Create deal
Creates a new deal
Update person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Add person
Adds a new contact person
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Fetch event
Fetches the details of an existing event by ID
Remove widget
Removes an existing widget using link ID
Remove action menu
Removes an existing action menu using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
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 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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
