Integrate InvoiceXpress with Zoho Connect
Send information between InvoiceXpress and Zoho Connect automatically, without writing any code, using Zoho Flow.
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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
Announcement comment created
Triggers when a new comment is created in announcements
Task updated
Triggers when the details of an existing task is updated
Task status changed
Triggers when the status of an existing task is updated
Member removed from board
Triggers when a member is removed from a board
Task open
Triggers when a task status is marked as open
Group created
Triggers when a new group is created
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
Announcement updated
Triggers when the details of an existing announcement is updated
Task unassigned
Triggers when a task is unassigned
Board created
Triggers when a new board is created
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
Member added in group
Triggers when a member added to group
Status created
Triggers when a new conversation is posted
Task assigned
Triggers when a task is assigned
Task reminder
Triggers when a task is created with a reminder
Event updated
Triggers when the details of an existing event is updated
New task created
Triggers when a new task is created
Forum updated
Triggers when an existing forum post is updated
Member added in board
Triggers when a member is added to a board
Event invited
Triggers when an invitee is added to an event
Question created
Triggers when a new questions is created
Forum created
Triggers when a new forum is created
Poll created
Triggers when a new poll is created
Task completed
Triggers when a task is completed in selected board
Event created
Triggers when a new event is created
Announcement created
Triggers when a new announcement is created
Member removed from network
Triggers when a new member is removed from the selected network
Member added in network
Triggers when a new member added to the selected network
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
Create checklist
Creates a checklist for the specified task
Create forum post
Creates a new forum post
Add member to group
Adds a member to the selected group
Create task in section
Creates a new task in the selected section
Add comment in task
Adds a comment in the specified task
Create private task
Creates a new private task
Create board from board template
Creates a new board from an existing saved template
Invite user
Invites a user to the selected network
Add member to board
Adds a member to the selected board
Create conversation
Creates a new conversation in the selected group
Create group event
Creates a new group event
Add comment in post
Adds a comment in the specified post
Create group
Creates a new group in the selected network
Create board
Creates a new board
Unarchive board
Unarchives the selected board
Archive board
Archives the selected board
Archive task
Archives the selected task
Archive group
Archives the selected group
Unarchive group
Unarchives the selected group
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.
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Learn more >Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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