Integrate Livespace with InvoiceXpress
Send information between Livespace and InvoiceXpress automatically, without writing any code, using Zoho Flow.
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Create an estimate in InvoiceXpress for every new deal created in your Livespace
Effortlessly create accurate estimates in your invoicing software every time, without any manual input. This flow will prepare an estimate in InvoiceXpress for a new deal created in your Livespace.
How it works
- The flow triggers when a new deal is created in Livespace.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
Create an estimate in InvoiceXpress for every new deal created in your Livespace
Livespace + InvoiceXpress
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Supported triggers and actions
Integrate Livespace and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
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 task
Creates a new task
Add deal note
Adds a note to the specified deal
Create company
Creates a new company
Create person
Creates a new person
Add company note
Adds a note to the specified company
Add person note
Adds a note to the specified person
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Update person
Updates the details of an existing person
Fetch deal
Fetches the details of an existing deal
Fetch company
Fetches the details of an existing company
Fetch person
Fetches the details of an existing person
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
What is Livespace?
Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.
Similar apps
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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Logic
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Custom functions
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