Integrate Agile CRM with InvoiceXpress
Send information between Agile CRM and InvoiceXpress automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an estimate within your InvoiceXpress automatically, When a new deal is created in Agile CRM
Generate estimates instantly when a deal is created in your customer relationship management software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your InvoiceXpress when a new deal is created in Agile CRM.
How it works
- The flow triggers when a new deal is created in Agile CRM.
- 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 Agile CRM
Agile CRM + InvoiceXpress
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Supported triggers and actions
Integrate Agile CRM and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket 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 Task
Creates a task for the selected contact
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Create Deal
Creates a new deal
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 Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Webhook triggers
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Learn more >Logic
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