Integrate InvoiceXpress with Zoho Connect
Send information between InvoiceXpress and Zoho Connect automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Zoho Connect when a order is created in InvoiceXpress
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Zoho Connect 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 the selected section in Zoho Connect.
Create a new task in Zoho Connect when a order is created in InvoiceXpress
InvoiceXpress + Zoho Connect
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Supported triggers and actions
Integrate InvoiceXpress and Zoho Connect 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
Task status updated
Triggers when a task status is updated in the selected board
Group member added
Triggers when a new member is added to the selected group
Task created
Triggers when a new task is created
Conversation posted
Triggers when a new conversation is posted
Event created
Triggers when a new event is created
Poll started
Triggers when a new poll is started in the selected group
Announcement created
Triggers when a new announcement is created in the selected group
Task completed
Triggers when a task is completed in the selected board
User name mentioned
Triggers when your user name is mentioned
Network member added
Triggers when a new member is added to the selected network
New board
Triggers when a new board 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 private event
Creates a new private event
Add member to group
Adds a member to the selected group
Create group
Creates a new group in the selected network
Add member to board
Adds a member to the selected board
Add comment in post
Adds a comment in the specified post
Create forum post
Creates a new forum post
Create board
Creates a new board
Invite user
Invites a user to the selected network
Create private task
Creates a new private task
Create checklist
Creates a checklist for the specified task
Add comment in task
Adds a comment in the specified task
Create board from board template
Creates a new board from an existing saved template
Create conversation
Creates a new conversation in the selected group
Create group event
Creates a new group event
Create task in section
Creates a new task in the selected section
Unarchive group
Unarchives the selected group
Archive board
Archives the selected board
Archive group
Archives the selected group
Archive task
Archives the selected task
Unarchive board
Unarchives the selected board
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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