Integrate InvoiceXpress with TeamGantt
Send information between InvoiceXpress and TeamGantt automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new task in TeamGantt whenever an order is created in InvoiceXpress
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in TeamGantt when a order is created in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates new task in TeamGantt.
Initiate a new task in TeamGantt whenever an order is created in InvoiceXpress
InvoiceXpress + TeamGantt
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Supported triggers and actions
Integrate InvoiceXpress and TeamGantt 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
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 label
Creates a new company label
Add checklist item
Creates a new checklist item in the specified task
Create task
Creates new task
Create project
Creates new project
Update task
Updates the details of an existing task using task ID
Fetch task
Fetches the details of an existing task using task ID or task name
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is TeamGantt?
TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, and more.
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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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
