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Integrate Salesmate with InvoiceXpress
Send information between Salesmate and InvoiceXpress automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Prepare an estimate in InvoiceXpress for new deals created in your Salesmate
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your InvoiceXpress when a new deal is created in Salesmate.
How it works
- The flow triggers when a new deal is created in Salesmate.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
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Prepare an estimate in InvoiceXpress for new deals created in your Salesmate
Salesmate + InvoiceXpress
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Build your own integrations between Salesmate and InvoiceXpress
Connect Salesmate and InvoiceXpress with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesmate and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Company created
Triggers when a new company is created
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Deal created
Triggers when a new deal is created
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Contact created
Triggers when a new contact is created
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Activity created
Triggers when a new activity is created
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Client added
Triggers when a new client is added
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Purchase order added
Triggers when a new purchase order is added
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Item added
Triggers when a new item is added
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Invoice created
Triggers when a new invoice is created
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Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
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Create activity
Creates a new activity
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Create contact
Creates a new contact
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Create deal
Creates a new deal
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Create company
Creates a new company
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Update contact
Updates the details of an existing contact
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Update activity
Updates the details of an existing activity
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Update deal
Updates the details of an existing deal
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Update company
Updates the details of an existing company
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Fetch contact
Fetches the details of a contact by name, ID, or email
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Fetch deal
Fetches the details of a deal by title or ID
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Fetch company
Fetches the details of a company by name, ID, or website
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Fetch activity
Fetches the details of an activity by title or ID
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Create client
Creates a new client
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Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
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Create estimate
Creates a new quote, proforma or fees note.
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Create item
Creates a new item
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Create purchase order
Creates a new purchase order
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
Similar apps
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Build comprehensive workflows using
Webhook triggers
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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