Integrate InvoiceXpress with Insightly
Send information between InvoiceXpress and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Insightly when a new order is created in InvoiceXpress
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightly whenever a new order is placed in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a new order is created in InvoiceXpress
InvoiceXpress + Insightly
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Supported triggers and actions
Integrate InvoiceXpress and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
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
Create Organization
Creates a new organization
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Opportunity
Creates a new opportunity
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
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Webhook triggers
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