Integrate Refiner with InvoiceXpress

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

Build your own integrations between Refiner and InvoiceXpress

Connect Refiner and InvoiceXpress with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Refiner and InvoiceXpress using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Segment entered by user

Triggers when a user enters a segment

Survey response received

Triggers when a new survey response is received

Item added

Triggers when a new item is added

Client added

Triggers when a new client is added

Purchase order added

Triggers when a new purchase order 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

Track event

Tracks a user event using user ID and event name

Create purchase order

Creates a new purchase order

Create estimate

Creates a new quote, proforma or fees note.

Create item

Creates a new item

Create client

Creates a new client

Create invoice

Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.

What is Refiner?

Refiner is a customer feedback and user research solution that provides survey widgets, user response analysis, integrations, and more.

Forms Survey

What is InvoiceXpress?

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

Accounting

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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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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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

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