Integrate InvoiceXpress with Active Collab

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

Explore prebuilt integration flows to get started

[esc]

Create a new task in Active Collab when a order is created in InvoiceXpress

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in Active Collab when a order is created in InvoiceXpress.

How it works
  1. The flow triggers when a new purchase order is added in InvoiceXpress.
  2. Zoho Flow creates a new task in Active Collab.
+

Create a new task in Active Collab when a order is created in InvoiceXpress

InvoiceXpress + Active Collab

Build your own integrations between InvoiceXpress and Active Collab

Connect InvoiceXpress and Active Collab with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate InvoiceXpress and Active Collab using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

Estimate created

Triggers when a new estimate is created

Purchase order added

Triggers when a new purchase order is added

Item added

Triggers when a new item is added

Client added

Triggers when a new client is added

Task updated

Triggers when the details of an existing task is updated

Task closed

Triggers when a task is closed

Project created

Triggers when a new project is created

Task list created

Triggers when a new task list is created in a project

Comment added

Triggers when a comment is added to an object

Task created

Triggers when a new task is created

Task moved

Triggers when a task is moved from one task list to another

All Actions - Actions are the automated tasks

Create client

Creates a new client

Create item

Creates a new item

Create estimate

Creates a new quote, proforma or fees note.

Create purchase order

Creates a new purchase order

Create invoice

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

Fetch client by ID

Fetches the details of an existing client by id

Fetch client by code

Fetches the details of an existing client by code

Create task

Creates a new task

Add comment to task

Creates a new comment in the selected task

Create project

Creates a new project

Add comment to discussion

Adds a new comment to discussion

Create company

Creates a new company

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Move task

Moves the specified task to the selected task list

Update company

Updates the details of an existing company

Fetch company

Fetches the details of an existing company by ID or name

Fetch currency

Fetches the details of an existing currency by ID, name, or code

Fetch label

Fetches the details of an existing label by ID or name

Fetch user

Fetches the details of an existing user by email address

Fetch template

Fetches the details of an existing template

Fetch task

Fetches the details of an existing task

Fetch project

Fetches the details of an existing project by ID or name

Fetch category

Fetches the details of an existing category by ID or name

What is InvoiceXpress?

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

Accounting

What is Active Collab?

ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.

Project Management

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY