Integrate Agendor with InvoiceXpress

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

Explore prebuilt integration flows to get started

[esc]

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

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

How it works
  1. The flow triggers when a new deal is created in Agendor.
  2. Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
+

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

Agendor + InvoiceXpress

[esc]

Create an invoice in InvoiceXpress for the latest closed deals in Agendor

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in InvoiceXpress each time a deal is won in Agendor.

How it works
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates a new invoice, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
+

Create an invoice in InvoiceXpress for the latest closed deals in Agendor

Agendor + InvoiceXpress

Build your own integrations between Agendor and InvoiceXpress

Connect Agendor and InvoiceXpress with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agendor and InvoiceXpress using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Company updated

Triggers when the details of a company is updated

Person updated

Triggers when the details of a person is updated

Deal updated

Triggers when a the details of a deal is updated

Deal created

Triggers when a new deal is created

Client added

Triggers when a new client is added

Purchase order added

Triggers when a new purchase order is added

Item added

Triggers when a new item is added

Invoice created

Triggers when a new invoice is created

Estimate created

Triggers when a new estimate is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create company deal

Creates a new company deal

Create person deal

Creates a person deal

Create person

Creates a person .

Update deal status

Updates the status of the specified deal

Update person

Updates the details of the specified person

Update deal

Updates the basic details of the specified deal

Update company

Updates the details of the specified company

Fetch user

Fetches the details of the specified user

Fetch person

Fetch the details of the specified person

Fetch company

Fetches the details of an existing company

Create client

Creates a new client

Create invoice

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

Create estimate

Creates a new quote, proforma or fees note.

Create item

Creates a new item

Create purchase order

Creates a new purchase order

What is Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.

CRM

What is InvoiceXpress?

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

Accounting

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

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.

Neville Mader

Director, Perth Security Services

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY