Integrate InvoiceXpress with Roll

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

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Create a new task in Roll when a order is created in InvoiceXpress

Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Roll each time a new order is made in InvoiceXpress.

How it works
  1. The flow triggers when a new purchase order is added in InvoiceXpress.
  2. Zoho Flow creates a new task in Roll.
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Create a new task in Roll when a order is created in InvoiceXpress

InvoiceXpress + Roll

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Supported triggers and actions

Integrate InvoiceXpress and Roll 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

Time record created

Triggers when a new time record is created

Company created

Triggers when a new company is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task 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 company

Creates a new company

Create project

Creates a new project

Create task

Creates a new task

What is InvoiceXpress?

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

Accounting

What is Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

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.

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Logic

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

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Custom functions

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

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